Client Relationship Manager

Location: Naperville, Illinois, United States; Resident workstyle

Salary: $35,568–$120,000 per year

Company

hirify.global is a financial services firm with more than 60 years of industry history and a focus on service and excellence.

What you will do

• Develop and execute strategic plans to control expenses, improve productivity, increase operational efficiency, and support revenue growth.
• Lead the client experience by managing administrative procedures and coordinating responses to client requests and account inquiries.
• Coordinate workflows between branch teams and home office personnel, including complex issue resolution.
• Plan practice projects and client or prospect events, assessing their return on investment.
• Train financial advisors on platform, product, software, website, and resource enhancements.
• Support advisor recruiting and business development through prospect analysis, proposals, affiliate transitions, referral sources, and target marketing campaigns.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field, or an equivalent combination of education, experience, and training.
• At least three years of experience in the financial services industry, or equivalent approved experience.
• Required securities registrations include the SIE, Series 7, and Series 63, 65, and/or 66 as required by the state.
• Ability to obtain additional securities and advisory state registrations when required.
• Ability to work full-time in a resident role in Naperville, Illinois, United States.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, and sick leave, along with parental leave.
• Work is guided by developing, collaborating, deciding, delivering, and improving.
• Travel is expected to be less than 25%.
• People-first practices emphasize inclusion, integrity, accountability, client focus, and continuous improvement.