Account Mgr, WM Advisory

Location: Phoenix, AZ, United States; onsite

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Receive and resolve client service requests, communicate progress, and coordinate with internal service partners.
• Develop action plans for account servicing events, account openings and closings, cash movements, fee setup, and follow-up activities.
• Support account acceptance, discretionary request analysis, compliance management, annual account reviews, documentation, and system updates.
• Identify service efficiency and process improvements, and maintain knowledge of relationship management applications and client tools.
• Support business development and client presentations while mentoring junior employees and facilitating decisions.

Requirements

• Excellent oral and written communication, analytical, problem-solving, organizational, flexibility, and adaptability skills.
• In-depth knowledge of personal trust, estate, guardian, and advisory services and products.
• Knowledge of internal bank trust functions and technical systems such as PeopleSoft.
• College or university degree and/or relevant proven work experience preferred.
• 5–7 years of experience in financial servicing or related experience or credentials preferred.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture supported by a long history of financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Commitment to an inclusive workplace and community support.
• Reasonable accommodations are available throughout the employment process.