High Net Worth Consultant (Wealth Management)

Location: New York, United States

Company

hirify.global provides insurance, wealth management, investment, lending, and High Net Worth financial solutions.

What you will do

• Drive new and existing advisor and firm growth through sales presentations, discovery, solution development, and opportunity execution.
• Run targeted sales campaigns and proactive advisor outreach to generate qualified opportunities and increase asset flows.
• Support large-case opportunities by qualifying client needs, preparing submissions, coordinating internal input, and progressing opportunities through close.
• Increase adoption of managed accounts, alternative investments, structured notes, lending solutions, and other High Net Worth platform capabilities.
• Track sales activity, pipeline movement, follow-up, conversion outcomes, and product adoption metrics.
• Partner with sales, product, portfolio, advanced markets, and large-case teams to address advisor and client needs.

Requirements

• Experience in advisor-facing sales, business development, or consultative relationship management within wealth management, investments, insurance, lending, or High Net Worth solutions.
• Ability to explain complex investment, lending, and planning concepts in practical advisor- and client-ready terms.
• Experience managing sales opportunities from discovery and qualification through proposal, follow-up, and close.
• Strong cross-functional collaboration and pipeline discipline.
• Must be legally authorized to work in the United States without current or future employer sponsorship.
• The role requires approximately 75% travel, including in-person advisor and firm engagement.

Nice to have

• Familiarity with alternative investments, structured notes, managed account proposals, lending solutions, or High Net Worth platforms.
• Experience working with financial advisors, firms, or territory-based sales teams.
• Experience leading in-person and virtual advisor presentations, education sessions, meeting preparation, and follow-up.
• Ability to identify opportunities through advisor book reviews, campaigns, and firm-level relationship development.

Culture & Benefits

• Full-time employment with benefits eligibility.
• Support for professional skill-building and leadership development.
• Philanthropic opportunities and an inclusive environment with diverse colleagues.
• Flexible resources and benefits focused on professional and personal well-being.
• High-touch work model combining in-person travel with virtual engagement.