Director, Family Office Solutions (Wealth Management)

Location: San Francisco, CA, United States

Salary: $236,555–$414,115 USD per year, plus potential discretionary bonus and equity component.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

• Lead and cultivate long-term relationships with ultra-high-net-worth clients as their central strategic advisor.
• Understand clients’ family dynamics, financial goals, and philanthropic aspirations.
• Coordinate specialists across wealth structuring, credit, banking, asset management, insurance, charitable giving, wealth transfer, and tax services.
• Develop customized wealth management strategies, meeting agendas, presentations, and relationship plans.
• Generate referrals, source new relationships, expand existing accounts, and close new services.
• Develop integrated solutions and use digital capabilities to enhance the client experience.

Requirements

• 15+ years of industry experience, including significant relationship management, portfolio management, or sales experience with UHNW clients.
• In-depth knowledge of wealth planning and the UHNW wealth management industry.
• Knowledge of investments, banking, trust, financial consulting, and complex personal financial planning.
• Exceptional interpersonal, written, verbal, presentation, negotiation, leadership, and sales skills.
• Degree or equivalent in business administration, finance, economics, or a related field.
• FINRA Series 7 and 66 licenses, as well as insurance licenses, are required.

Nice to have

• MBA or postgraduate degree.
• CFP, CPA, CFA, CTFA, or CFM certification.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Inclusive workplace with opportunities to support community philanthropy.

Hiring process

• Applicants must already be authorized to work in the United States without employment-based visa sponsorship.
• Employment-based visa sponsorship is not available for this opportunity.