Relationship Manager (Fintech)

TL;DR

Relationship Manager (Fintech): Leading strategic growth and maintenance of institutional client relationships within a designated regional territory with an accent on corporate-sponsored financial planning benefits. Focus on cultivating senior-level partnerships, driving revenue growth, and orchestrating internal resources to improve the financial wellness of corporate employees.

Location: Newport Beach, CA, United States (Onsite)

Company

hirify.global is a leading global investment banking, securities, and investment management firm dedicated to helping clients and communities grow through comprehensive financial services.

What you will do

• Lead strategic growth and maintenance of the existing client base within a designated regional territory.
• Cultivate and strengthen key strategic relationships with senior HR counterparts at partner corporations.
• Identify and execute revenue growth opportunities within current corporate relationships.
• Articulate the firm's strategic vision and educate corporate clients on diverse service offerings.
• Increase awareness and utilization of financial services among employees and executives.
• Serve as the primary escalation point for corporate contacts regarding service issues and relationship concerns.

Requirements

• Bachelor’s degree required
• Minimum 7+ years of experience in employee benefits, compensation, marketing, sales, or relationship management within the financial industry.
• Strong organizational, multitasking, and detail-oriented skills.
• Excellent written and verbal communication skills.
• Ability to work effectively within cross-functional teams.
• Potential travel required as part of the role.

Culture & Benefits

• Commitment to fostering diversity and inclusion through firmwide networks.
• Access to professional training, development opportunities, and mindfulness programs.
• Comprehensive wellness and personal finance offerings.
• Collaborative environment focused on client impact and innovation.