Wealth Strategist/ Client Development Sales Director (Wealth Management)

Location: Los Angeles, California, United States

Base salary: $200,000–$225,000 per year, plus a discretionary bonus program that may include equity.

Company

hirify.global is a Fortune 500 financial institution providing wealth management and financial services to individuals, families, corporations, institutions, and non-profit organizations.

What you will do

• Develop and execute business development strategies for targeted ultra-high-net-worth individuals, families, businesses, and institutions.
• Cultivate new investment management relationships and convert qualified prospects into clients.
• Advise clients and their representatives on estate planning, wealth transfer, tax planning, fiduciary, investment management, custody, and financial consulting solutions.
• Profile client financial landscapes and connect their needs with hirify.global capabilities and services.
• Build internal and external networks, including relationships with attorneys, estate planning professionals, CPAs, civic organizations, and philanthropic organizations.
• Coordinate the transition of ongoing client contact and account management to appropriate internal teams while supporting relationship expansion.

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, personal and living trusts, wills, investment management, custody, financial consulting, estate planning, tax planning, fees, and documentation.
• Strong analytical, communication, consultative selling, and relationship management skills.
• Series 7 and Series 63 licenses are required.
• Ability to collaborate across specialist teams and understand complex client needs.

Nice to have

• CFP, CFTA, CFA, or CIMA designation.

Culture & Benefits

• Flexible and collaborative work culture grounded in service, integrity, expertise, financial strength, and stability.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional wellbeing benefits.
• Opportunities for internal mobility, accessible senior leadership, and community-focused engagement.