Senior Relationship Advisor (Wealth Management)

Location: Austin, 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

• Manage a portfolio of wealth management clients and develop a detailed understanding of their needs and goals.
• Oversee fiduciary and agency relationships, trust accounts, client satisfaction, risk management, and regulatory compliance.
• Lead client discussions about goals-based wealth management, estate planning, tax considerations, investments, and advisory solutions.
• Provide proactive guidance on products, regulatory and tax changes, and strategies supporting evolving client needs.
• Develop referral-source relationships and identify opportunities for relationship growth and improved client outcomes.
• Mentor Relationship Advisors and junior partners while serving as a subject matter expert on fiduciary matters.

Requirements

• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Bachelor’s degree or equivalent combination of education and work experience.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a closely related field.
• Strong knowledge of fiduciary principles, trust administration, financial products, investments, tax, legal matters, and operations.
• Well-developed negotiation, problem-solving, delegation, leadership, communication, and relationship management skills.
• Ability to exercise sound judgment, build consensus, and collaborate across teams.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace with community and philanthropic engagement.
• Reasonable accommodations are available throughout the employment process.