Account Manager, WM Advisory

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

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, and custody accounts serving complex client relationships.
• Receive and resolve client service requests, communicate status updates, and coordinate actions with internal service partners.
• Oversee account setup and closure, cash movements, fee setup, documentation, annual reviews, and ongoing client communications.
• Support account acceptance, discretionary request analysis, compliance management, and related trust and advisory processes.
• Identify service efficiency enhancements and process improvements while maintaining knowledge of critical business applications such as PeopleSoft.
• Act as a subject matter expert, facilitate discussions, mentor junior employees, and support their day-to-day operational work.

Requirements

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardianship, and advisory services and products.
• Knowledge of internal bank trust functions, analytical problem-solving, and organizational skills.
• At least 5 years of experience in financial servicing or related experience or credentials preferred.
• College or university degree and/or relevant proven work experience preferred.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial stability.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community support.
• Reasonable accommodation is available during the employment process.