Associate Relationship Manager, Investments

Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $74,200–$126,200 USD per year, plus a discretionary bonus program that may include equity.

Company

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

What you will do

• Support client service and business development for the Global Family Office Investment Practice.
• Coordinate portfolio management, product management, operations, reporting, and other internal teams to address client needs and resolve issues.
• Develop an understanding of client investment objectives and align them with hirify.global solutions.
• Build relationships with family office executives, investment professionals, advisors, consultants, and other stakeholders.
• Participate in client and prospect meetings by preparing presentations, investment reviews, and subject-matter experts.
• Lead onboarding for new investment mandates and client relationships across internal and external stakeholders.

Requirements

• Knowledge of public and private asset class solutions, investment capabilities, and trends affecting family offices.
• Strong interpersonal, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and collaborate across diverse internal teams.
• College or university degree and several years of experience interacting with institutional investors or similar professional contacts.
• Series 7 and Series 63 licenses required, or must be obtained within 90 days.
• U.S. work authorization without current or future employment-based visa sponsorship is required.

Culture & Benefits

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