Relationship Manager III - Capital Partners

Location: Philadelphia, United States

Company

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

What you will do

• Serve as the primary relationship contact for ultra-high-net-worth clients and independently manage moderately complex accounts.
• Build and maintain existing client relationships while sourcing new business through client and professional networks.
• Answer portfolio questions and implement investment strategies aligned with individual client goals and objectives.
• Prepare account reviews, account opening and maintenance materials, performance evaluations, and client meeting documentation.
• Monitor account-level compliance, risk issues, investment policy statements, Know Your Customer requirements, and related reports.
• Coach, train, and mentor Relationship Associates and Senior Relationship Associates.

Requirements

• BA/BS degree or equivalent professional experience.
• 8+ years of relevant portfolio management experience involving equities, bonds, or both.
• Strong knowledge of asset allocation, investment fundamentals, asset-class characteristics, risks, tax consequences, and trust and fiduciary principles.
• Excellent client service, oral and written communication, analytical, and thought leadership skills.
• Ability to exercise sound investment judgment and maintain full compliance with business requirements.
• Strong teamwork and work ethic.

Nice to have

• CFA, CFP, and/or MBA.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Collaborative culture that encourages debate, knowledge sharing, and employee contributions.
• Access to internal professional and personal development resources.
• Experienced leaders provide guidance and mentoring for career development.
• Commitment to diverse experiences and transferable skills.