Head of Wealth Management Client and Partner Support

Location: Chicago, IL, United States

Salary: $171,700–$300,500 USD annually, plus a discretionary bonus program that may include equity.

Company

hirify.global is a global financial services company providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Design and continuously improve the operating model for Wealth Management Client and Partner Support.
• Lead Contact Center, Partner Support, and Digital Consulting functions serving high-net-worth clients and internal partners.
• Set service standards, workflows, escalation protocols, and performance metrics for complex client and partner inquiries.
• Drive process improvements, self-service adoption, and technology solutions using CRM, contact center, and enterprise collaboration platforms.
• Coordinate with Middle Office, Back Office, Product, Technology, Risk, Control, and Compliance teams.
• Recruit, mentor, and develop a diverse organization while maintaining accountability for performance and engagement.

Requirements

• Bachelor’s degree required; an advanced degree is preferred.
• 10+ years of experience in Wealth Management or Financial Services, including at least 10 years leading large support functions.
• Experience developing and executing client service strategies for high-net-worth individuals.
• Strong understanding of Wealth Management regulatory requirements, risk management, controls, and compliance.
• Demonstrated ability to lead large-scale, cross-functional, client-centric teams and integration initiatives.
• Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

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