Relationship Manager, AS Relationship Management - Greater San Franscico Bay (Wealth Management)

Location: Fully remote, but candidates must reside within the Greater San Francisco Bay area; 50% or greater travel within the assigned territory is required.

Salary: USD $106,500–$146,500 per year, plus eligibility for bonus opportunities.

Company

hirify.global's Advisor Services provides custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors.

What you will do

• Manage complex relationships with top-tier independent financial advisors.
• Identify opportunities to improve client efficiency, profitability, growth, and retention.
• Coordinate with service teams and business partners to anticipate needs and resolve client issues.
• Support education and adoption of wealth management services.
• Present policy changes, negotiate pricing, conduct business reviews, and organize client events.
• Act as the primary contact for assigned clients and strengthen long-term partnerships.

Requirements

• Active FINRA Series 7 and Series 63 licenses.
• Bachelor's degree or equivalent professional experience.
• 5–7 years of financial services experience in relationship management.
• Strong communication, presentation, negotiation, critical-thinking, and problem-solving skills.
• Experience building complex client relationships and managing stakeholder discussions.
• Residence in the Greater San Francisco Bay area and availability for 50% or greater travel within the territory.

Nice to have

• Knowledge of the RIA and wealth management landscape, including operations, advisor technology, practice management, compliance, and fee models.
• Experience driving growth, retention, and service adoption through consultative selling.
• Experience building cross-functional partnerships, managing escalations, and driving timely resolution.

Culture & Benefits

• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, and vision insurance, plus tuition reimbursement.