Single Family Office Relationship Manager (Wealth Management)

Location: New York

Base salary: $140,000–$190,000 annually, plus annual incentive.

Company

hirify.global is a global financial services firm providing investment, family office, investor services, capital solutions, technology, and specialist expertise.

What you will do

• Source, cultivate, and commercialize relationships with single family offices, ultra-high-net-worth individuals, family office professionals, attorneys, accountants, and other intermediaries.
• Develop and execute a long-term business development strategy, maintain an active opportunity pipeline, generate leads, and close new business.
• Identify client and prospect needs and coordinate BBH investment, tax, trust and estate, and family office expertise to develop appropriate solutions.
• Apply knowledge of equities, fixed income, alternatives, asset allocation, trust, and fiduciary principles when advising clients and prospects.
• Maintain high client satisfaction, retain client assets, identify additional opportunities, and manage long-term relationships.
• Complete compliance and risk-management documentation, escalate significant risks, oversee Relationship Associates and Administrative Assistants, and coach junior team members.

Requirements

• BA or BS degree required.
• 8+ years of relevant business development or relationship management experience involving equities, bonds, and alternatives.
• Proven record of growing revenue through client acquisition.
• Ability to operate independently with substantial direct responsibility while partnering with business development and investment teams.
• Ability to manage long-term relationships and initiate and cultivate new client relationships.
• Excellent client service skills and superior oral, written, analytical, and thought leadership skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Strong teamwork and work ethic.
• Willingness to travel extensively.

Nice to have

• Experience with ultra-high-net-worth clients or single family offices.
• CFA, CFP, and/or MBA.

Culture & Benefits

• Private partnership with a long-term focus on client and employee relationships.
• Collaborative environment with access to colleagues and expertise across the firm.
• Coaching, mentoring, and professional development opportunities.
• Benefits including long-term savings, healthcare, income protection, and time off.
• Equal opportunity workplace that values diverse experiences and transferable skills.