Senior Relationship Strategist (Private Banking)

Location: In-office in The Woodlands, Texas, United States

Company

hirify.global is a financial services company providing banking and private banking solutions to customers and clients.

What you will do

• Lead client management activities and execute relationship management plans to acquire and retain private banking clients.
• Manage and grow a book of business through client expansion, new relationship acquisition, and external business development.
• Discover client needs, coordinate action plans with the Private Bank team, and deliver proactive, responsive service.
• Introduce clients to appropriate partner offerings, coordinate follow-up communication, and resolve escalated client concerns with risk partners.
• Maintain accurate client relationship administration and execute pre-call planning, post-call debriefs, and relationship reviews.
• Train, coach, or mentor team members and participate in projects that strengthen the business.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience.
• Typically 8+ years of relevant industry experience.
• Experience with client relationship management, customer engagement, financial analysis, sales opportunity identification, and book-of-business management.
• Strong decision-making, influencing, communication, prioritization, value-selling, and customer-needs assessment skills.
• Must be able to work in-office in The Woodlands, Texas.
• Employment visa sponsorship and STEM OPT sponsorship are not provided.

Culture & Benefits

• Inclusive workplace focused on customer experience, collaboration, respect, and employee contribution.
• Full-time benefits may include medical, dental, vision, life insurance, disability protection, HSA, 401(k) matching, pension, and stock purchase plans.
• Additional support may include dependent care, backup child and elder care, adoption, surrogacy, doula reimbursement, educational assistance, and wellness programs.
• Paid time off may include parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.