Single Family Office Relationship Manager (Wealth Management)

Location: New York, United States; extensive travel required.

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

Company

hirify.global is a global financial services firm providing investment, investor services, technology solutions, and family office expertise to sophisticated clients.

What you will do

• Source, cultivate, and commercialize new relationships with single family offices, ultra-high-net-worth individuals, attorneys, accountants, and other intermediaries.
• Develop and execute a long-term business development strategy, maintaining an active pipeline and consistent follow-up.
• Identify client needs and coordinate internal investment, tax, trust and estate, and family office expertise to develop and close opportunities.
• Use knowledge of equities, fixed income, alternatives, asset allocation, trust, and fiduciary principles to match services to client requirements.
• Maintain client satisfaction, retain assets, identify additional opportunities, and manage compliance documentation and risk escalation.
• Coach and mentor Relationship Associates and contribute to the development of less experienced Relationship Managers.

Requirements

• BA or BS degree.
• 8+ years of relevant business development or relationship management experience involving equities, bonds, and alternatives.
• Proven record of growing revenue through client acquisition, managing long-term relationships, and cultivating new client relationships.
• Knowledge of investment offerings, asset allocation, trust, and fiduciary principles.
• Excellent client service, oral and written communication, analytical, judgment, networking, and thought leadership skills.
• Ability to work independently while collaborating effectively with business development and investment teams.

Nice to have

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

Culture & Benefits

• Partnership-oriented environment focused on collaboration, collective problem-solving, and shared expertise.
• Benefits include long-term savings, healthcare, income protection, professional development, and paid time off.
• Mentoring and guidance from experienced leaders, with opportunities to expand impact beyond the daily role.
• Private partnership structure supporting long-term investment in client relationships, technology, products, and employee development.