Senior Account Manager

Location: Dallas, TX, United States

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 fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
• Receive and coordinate client service requests, account changes, transactions, account openings and closures, cash movements, and fee setups.
• Develop action plans for servicing events, oversee execution and follow-up, and communicate account status and documentation requirements to clients.
• Support account acceptance, discretionary request analysis, compliance management, annual account reviews, documentation, and fee accuracy.
• Identify service-efficiency and process improvements and assist with business development and client presentations.
• Serve as a subject-matter expert and mentor junior employees; may supervise daily operational work without formal management responsibility.

Requirements

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

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Commitment to an inclusive workplace and community engagement.
• Reasonable accommodations are available throughout the employment process for individuals with health conditions and disabilities.