Senior Relationship Manager - Wealth Management / Family Office

Location: New York, United States; regular physical office presence required when not traveling for business

Salary: $200,000–$250,000 annual base salary plus annual incentive

Company

hirify.global is a private partnership and global financial services firm providing investment, investor services, technology solutions, and wealth management expertise.

What you will do

• Manage complex relationships and accounts for high-net-worth clients with at least $25 million in investable assets.
• Identify client investment objectives and needs, integrating estate and tax planning considerations.
• Source and close new business and develop long-term business development strategies with the BBH team.
• Develop client-specific investment plans, including asset allocation, and oversee investment modeling and execution.
• Supervise account reviews, account maintenance, rebalancing, and the accuracy of client and prospect materials.
• Coach and mentor junior team members and represent BBH as a trusted advisor to clients.

Requirements

• BA or BS degree.
• 14+ years of relevant portfolio management experience involving equities, bonds, or both.
• Excellent client service, oral and written communication, analytical, and thought leadership skills.
• Knowledge of asset allocation, trust, and fiduciary principles.
• Experience engaging with private business owners and sourcing and closing new business.
• Strong teamwork, professional judgment, work ethic, and compliance discipline, including adherence to Investment Policy Statements and Know Your Customer requirements.

Nice to have

• CFA, CFP, and/or MBA.

Culture & Benefits

• Partnership-oriented environment with collaborative debate and knowledge sharing.
• Long-term professional development, mentoring, and career support.
• Benefits covering long-term savings, healthcare, income protection, and paid time off.
• Opportunities to contribute ideas and expand impact beyond the daily role.