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6 дней назад

Senior Fiduciary Advisor - Private Bank (Finance)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Fiduciary Advisor - Private Bank (Finance): Administering complex fiduciary accounts and high-profile client relationships while executing trust documents and ensuring compliance with legal and fiduciary regulations with an accent on fiduciary decision-making, risk management, and client advice. Focus on resolving legal and compliance issues, growing assets under management, and leading analysis and recommendations for senior management or committee review.

Location: Philadelphia, Pennsylvania, United States; in-office role

Company

hirify.global is a banking and financial services corporation serving private banking clients.

What you will do

  • Execute the terms of plans and documents where hirify.global serves as trustee, guardian, or agent.
  • Administer complex fiduciary accounts and sensitive, high-profile client relationships.
  • Deliver fiduciary advice, customized communications, and planning concepts for clients and beneficiaries.
  • Manage legal, regulatory, compliance, and fiduciary risks while resolving account issues.
  • Maintain and grow assets under management through client and gatekeeper relationships.
  • Lead analysis and recommendations for senior management or committee review and serve as a fiduciary subject-matter resource.

Requirements

  • Bachelor's degree or a comparable combination of education, job-specific certifications, and experience.
  • Typically 8+ years of relevant industry experience.
  • Knowledge of fiduciary responsibilities, trust structures, financial-services regulations, and legal practices.
  • Strong decision-making, communication, problem-solving, account-management, and attention-to-detail skills.
  • Must be based in Philadelphia for an in-office position.
  • hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

  • Inclusive workplace focused on customer experience, collaboration, and risk management.
  • Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
  • 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
  • Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
  • Parental leave, dependent care support, adoption, surrogacy, doula reimbursement, educational assistance, and wellness incentives.

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