Wealth Strategist/Sales Rep (Wealth Management)

Location: New York, NY, United States

Salary: $158,010–$276,460 USD per year base pay, plus potential discretionary bonus and equity component.

Company

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

What you will do

• Develop and execute business development and solutions sales strategies for targeted ultra-high-net-worth clients.
• Cultivate relationships with individuals, families, nonprofit institutions, businesses, attorneys, estate planning professionals, and CPAs.
• Present hirify.global’s wealth management, investment management, fiduciary, custody, and financial consulting capabilities to prospective and existing clients.
• Advise clients and their representatives on estate planning, wealth transfer, and tax planning strategies.
• Convert prospects into clients and coordinate the transition of ongoing account management to appropriate internal teams.
• Represent hirify.global in local civic and philanthropic organizations and build professional networks in the community.

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 services, personal and 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 wealth management solutions.
• Series 7 and Series 63 licenses are required.
• Strong analytical, communication, collaboration, consultative selling, and relationship management skills.

Nice to have

• CFP, CFTA, CFA, or CIMA designation.

Culture & Benefits

• Flexible and collaborative work culture grounded in service, integrity, expertise, and financial 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 other well-being benefits.
• Opportunities for internal mobility and access to senior leaders.