Senior Relationship Advisor, WM (Wealth Management)

Location: Chicago, IL, United States

Salary: $164,600–$288,000 USD per year

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 wealth management relationships for high-net-worth and ultra-high-net-worth clients.
• Coordinate with clients, service teams, professional advisors, and internal resources to deliver fiduciary and administrative services.
• Lead client conversations and provide advice on products, services, regulatory changes, tax matters, and wealth management solutions.
• Apply fiduciary standards and judgment, identify risks, and support prudent risk management.
• Build relationships with referral sources and professional advisors to develop new business opportunities.
• Mentor less experienced partners and lead fiduciary projects and committees.

Requirements

• 12–15 years of experience in relationship management, trust administration, estate administration, estate planning, or a related field.
• Experience managing high-net-worth and ultra-high-net-worth clients and complex portfolios exceeding one million or one billion in assets under management.
• Knowledge of fiduciary, investment, tax, legal, operational, trust, and estate planning principles.
• Strong negotiation, problem-solving, delegation, leadership, organizational, and sales skills.
• JD, CFP, CPWA, or another related professional designation is strongly desired.
• Must be authorized to work in the United States without employment-based visa sponsorship.

Culture & Benefits

• Comprehensive benefits including retirement benefits, 401(k), pension, health and welfare coverage, spending accounts, and disability benefits.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative work culture with opportunities for internal movement and accessible senior leadership.
• Inclusive workplace and opportunities to support local communities through philanthropy.