Senior Wealth Strategist - Client Development Sales Director (Wealth Management)

Location: Denver, Colorado, United States

Salary: $103,000–$225,000 USD per year base pay, plus a discretionary bonus that may include equity.

Company

hirify.global is a Fortune 500 financial institution providing wealth management, trust, investment, custody, and financial advisory services to individuals, families, institutions, and other sophisticated clients.

What you will do

• Develop and execute an advice-based branding and client development strategy.
• Identify prospective clients through professional and personal networks and community engagement.
• Present hirify.global's wealth management capabilities to prospects, clients, professional advisors, and community members.
• Profile prospective clients' financial situations and recommend appropriate solutions.
• Consult with clients and attorneys on estate planning, wealth transfer, and tax planning strategies.
• Maintain client relationships, coordinate with internal specialists, and expand existing business.

Requirements

• 10 or more years of sales and relationship management experience.
• Knowledge of fiduciary capabilities and services, including trusts, wills, investment management, custody, financial consulting, estate planning, and tax planning.
• Knowledge of related fee structures and documentation.
• Series 7 and Series 63 licenses are required.
• Ability to maintain in-depth knowledge of trust-oriented services and advise sophisticated clients.

Nice to have

• CFP, CTFA, or CFA professional designation.

Culture & Benefits

• Flexible and collaborative work culture.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, and disability benefits.
• Paid time off, parental and caregiver leave, and life and accident insurance.
• Access to additional voluntary and well-being benefits.