Sr. Wealth Strategist

Location: New York, NY, United States

Salary: $158,010–$276,460 USD annual base pay, plus a discretionary bonus program that may include an equity component.

Company

hirify.global is a Fortune 500 financial institution providing wealth management and other financial services to corporations, institutions, affluent families, and individuals.

What you will do

• Develop and execute business development strategies for targeted ultra-high-net-worth client segments.
• Cultivate new investment management relationships with individuals, families, businesses, nonprofit institutions, and other entities.
• Advise clients and professional representatives on estate planning, wealth transfer, tax planning, fiduciary services, and investment management.
• Identify prospects through internal and external professional networks, including attorneys, estate planning professionals, and CPAs.
• Present hirify.global’s capabilities, convert prospects into clients, and transition ongoing account management to the appropriate internal teams.
• Represent hirify.global in local civic and philanthropic organizations while collaborating with specialists and national resources.

Requirements

• 10 or more years of sales and relationship management experience, preferably with wealth management clients.
• Strong network, or a plan to build a network, of Centers of Influence serving ultra-high-net-worth individuals and families.
• Knowledge of fiduciary capabilities and services, including personal trusts, living trusts, wills, investment management, custody, financial consulting, estate planning, tax planning, fee structures, and documentation.
• Ability to assess clients’ financial landscapes and connect their needs to relevant capabilities and services.
• Series 7 and Series 63 licenses are required.
• Strong analytical, communication, collaboration, consultative sales, and relationship management skills.

Nice to have

• Professional designations such as CFP, CFTA, CFA, or CIMA.

Culture & Benefits

• Flexible and collaborative work culture grounded in service, integrity, and expertise.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Opportunities for internal mobility and access to senior leaders.