Senior Private Wealth Strategist (Wealth Management)

Location: Oklahoma City, Oklahoma, United States

Company

hirify.global provides banking, trust, investment management, and private wealth services.

What you will do

• Administer assigned private wealth accounts, including accounts with medium to high complexity.
• Maintain frequent contact with major client relationships and coordinate with clients, professional advisors, and portfolio managers.
• Work with portfolio managers to review asset allocations and meeting frequency for major relationships.
• Collaborate with bankers and legal and accounting professionals to develop new trust and investment management clients.
• Ensure appropriate accountings are provided to required parties and assist with budget preparation.
• Complete assigned activities in compliance with applicable laws, regulations, policies, and procedures.

Requirements

• BS/BA degree from an accredited university or college, or six or more years of experience in wealth management.
• Ability to read, analyze, and interpret financial reports, legal documents, business correspondence, and government regulations.
• Strong oral and written communication, presentation, problem-solving, and creative solution-development skills.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Ability to respond to clients, regulatory agencies, and business stakeholders in writing and verbally.

Nice to have

• Training in investments, financial planning, estate administration, or another trust-related field.

Culture & Benefits

• Participation in civic, community, banking, trust, and legal organizations is encouraged.
• Team Lead responsibilities may include hiring, performance management, salary recommendations, associate training, and staff skill development.
• Required compliance training is part of the role.