Relationship Manager (Asset & Wealth Management)

TL;DR

Relationship Manager (Asset & Wealth Management): Lead strategic growth and maintain institutional client relationships within a designated regional territory with an accent on financial wellness and corporate-sponsored financial planning benefits. Focus on cultivating senior HR partnerships, identifying revenue growth opportunities, and orchestrating internal resources to enhance client relationships.

Location: New York, NY, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm headquartered in New York, committed to diversity, inclusion, and professional growth.

What you will do

• Lead strategic growth and maintenance of existing client base within a designated regional territory
• Cultivate and strengthen key strategic relationships with senior HR counterparts at partner corporations
• Identify revenue growth opportunities and execute strategies within current corporate relationships
• Articulate firm’s direction and educate corporate clients on diverse service offerings
• Collaborate on designing and implementing tailored financial planning services for corporate partners
• Serve as escalation point for corporate contacts and internal concerns regarding relationships

Requirements

• Location: Must be based in New York, NY, United States
• Bachelor’s degree required
• Minimum 7+ years experience in employee benefits, marketing/sales, relationship management, or financial industry preferred
• Strong organizational, multitasking, and communication skills
• Ability to work effectively within cross-functional teams
• Working knowledge of Microsoft Office products

Culture & Benefits

• Commitment to diversity, inclusion, and professional development
• Training and development opportunities
• Firmwide networks and wellness programs
• Support for candidates with special needs or disabilities during recruiting process