Sr Wealth Strategist, Inst

Location: Los Angeles, CA, United States

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

Company

hirify.global is a Fortune 500 financial institution providing investment management, advisory, custody, asset servicing, and related financial services to sophisticated individuals, families, and institutions.

What you will do

• Sell investment management, advisory, and asset servicing services to foundations, endowments, and nonprofit organizations with $10–$250 million in investable assets.
• Identify, research, and qualify prospective institutional clients through business networks, internal contacts, and in-market calling.
• Lead responses to requests for proposals and coordinate sales presentations with appropriate internal professionals.
• Build relationships with prospects, arrange meetings, present bank products, and position hirify.global as a technical resource.
• Participate in industry conferences and programs, including potential speaking engagements, and identify cross-selling opportunities.
• Work with local management to support client retention and handle complex or sensitive client and account activities.

Requirements

• At least 10 years of experience in institutional sales or a related role.
• In-depth knowledge of foundations, institutions, endowments, and nonprofit organizations, including investment, custody, and consulting products.
• Strong communication, presentation, analytical, interactive, and sales skills.
• Knowledge of federal, state, and local laws and regulations relevant to financial planning activities.
• CIMA, Series 7, and Series 63 qualifications.
• Role location: Los Angeles, California, United States.

Nice to have

• Knowledge of philanthropic and planned giving strategies.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Retirement benefits, including a 401(k) plan 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 participation in community-focused work.