Senior Portfolio Advisor, WM (Wealth Management)

Location: Cleveland, OH, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $156,370–$273,600 USD base pay annually.

Company

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

What you will do

• Manage complex, fee-producing investment accounts for high-net-worth personal trusts and individual investors.
• Develop investment strategies and direct portfolio programs aligned with client goals and changing objectives.
• Generate new business, support sales activities, meet revenue targets, and build relationships with centers of influence.
• Coordinate portfolio activity with client service teams, clients, co-trustees, consultants, legal teams, and external attorneys.
• Apply investment methodologies, research, tools, guidelines, and risk management practices.
• Contribute to thought leadership, investment committees, national initiatives, and special projects.

Requirements

• 12+ years of investment management experience, including research and consistent long-term investment performance.
• Experience as a Senior Portfolio Advisor in wealth management for UHNW clients.
• Technical expertise across a broad range of investment solutions, strategies, and instruments.
• Knowledge of portfolio management theory, accounting, financial principles, and financial markets.
• Strong decision-making, sales, and negotiation skills.
• Applicants must already have U.S. work authorization; employment-based visa sponsorship is not available.

Nice to have

• MBA and/or CFA, CFP, CIMA, CPWA, or CAIA certification.
• Experience leading functional teams or moderately complex projects.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Opportunities for internal mobility and community philanthropy.