Sr. Wealth Strategist/ Client Development Sales Executive (Wealth Management)

Location: Denver, Colorado, United States

Salary: $137,400–$240,400 USD annually; discretionary bonus may include an equity component.

Company

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

What you will do

• Develop and execute business development strategies for ultra-high-net-worth individuals, families, businesses, nonprofits, and other prospective clients.
• Cultivate new investment management relationships and convert qualified prospects into clients.
• Advise clients and their representatives on estate planning, wealth transfer, tax planning, and fiduciary solutions.
• Profile clients’ financial landscapes and connect their needs with hirify.global’s capabilities and services.
• Build internal and external networks, including relationships with attorneys, estate planning professionals, CPAs, clients, and community organizations.
• Coordinate client transitions and ongoing account management with internal specialists while serving as a local brand ambassador.

Requirements

• 10 or more years of sales and relationship management experience, preferably with wealth management clients.
• Strong network of Centers of Influence serving ultra-high-net-worth individuals and families, or a plan to build one.
• Knowledge of fiduciary services, personal and living trusts, wills, investment management, custody, financial consulting, estate planning, tax planning, fee structures, and documentation.
• Ability to analyze client asset situations, understand financial needs, and recommend solutions across a broad wealth management platform.
• Strong communication, consultative sales, relationship management, and collaboration skills.
• Series 7 and Series 63 licenses are required.

Nice to have

• CFP, CFTA, CFA, or CIMA designation.

Culture & Benefits

• Flexible and collaborative work culture grounded in service, integrity, and expertise.
• Opportunities for internal career movement and access to senior leaders.
• 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 well-being benefits.
• Commitment to community involvement, inclusion, and reasonable workplace accommodations.