Senior Private Bank Relationship Manager

Location: Irvine, California, United States

Salary: $129,000–$238,000 base pay per year, with potential performance-based incentive compensation.

Company

hirify.global provides banking, private banking, wealth management, credit, deposit, trust, and investment services.

What you will do

• Pursue business development opportunities and generate new high-net-worth client relationships through referrals, community involvement, and internal partners.
• Build client teams with product specialists to deliver coordinated financial advice and planning.
• Assess client needs and develop solutions across investments, trust and wealth transfer, credit, deposits, and related services.
• Lead ongoing relationship management, financial reviews, client communications, and portfolio oversight.
• Monitor credit quality, client circumstances, financial markets, and borrowing relationships while coordinating with risk and Credit teams.
• Prepare client presentations and reviews, and coach or mentor colleagues when requested.

Requirements

• Bachelor’s degree or equivalent professional financial experience; a master’s degree is preferred.
• More than 10 years of experience in financial services.
• Strong business development, private banking, wealth management, relationship management, portfolio management, credit, and analytical skills.
• Knowledge of intermediate estate planning, tax planning, advanced investment management, and bank products and services.
• Must register and comply with SAFE Act requirements as a Bank MLO; authorization is limited to open-ended transactions such as home equity lines of credit.
• Ability to train and present to senior and executive-level professionals; occasional travel is required.

Nice to have

• CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS, or AWMA certification.
• Series 7 and Series 66, or Series 63 and 65, and insurance licensing.
• Involvement in community organizations.

Culture & Benefits

• Healthcare coverage including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for eligible contributions.
• Life and disability insurance, employee assistance, mental health resources, and identity theft protection.
• Tuition assistance, legal support, insurance discounts, and access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays; benefit eligibility begins the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
• Equal opportunity and affirmative action employment practices with accommodation support available during the hiring process.