Senior Trust/Fiduciary Advisor (Wealth Management)

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

Salary: $164,600–$288,000 USD annually, plus potential discretionary bonus and equity component.

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 high-net-worth and ultra-high-net-worth client relationships and account portfolios.
• Lead client conversations and provide advice on fiduciary services, products, regulatory changes, tax matters, and financial planning.
• Coordinate with client service teams, internal specialists, clients, and external professional advisors.
• Apply fiduciary standards and judgment, identify risks, and support prudent risk management.
• Build relationships with referral sources, develop new business opportunities, and represent hirify.global in professional and community organizations.
• Lead fiduciary projects and committees, mentor less experienced partners, and implement complex multidisciplinary initiatives.

Requirements

• 12–15 years of experience in relationship management, trust administration, estate administration, estate planning, or a related field.
• Experience managing complex portfolios exceeding one million and/or billion in assets under management.
• Knowledge of fiduciary duties, trust and tax law, estate planning, financial planning, asset management, investments, and applicable regulations.
• Skills in negotiation, problem solving, delegation, leadership, sales, and client communication.
• Leadership and organizational skills for setting business-unit goals and developing staff capabilities.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• Experience serving high-net-worth and ultra-high-net-worth clients.
• JD, CFP, CPWA, or another related professional designation.
• Knowledge acquired through formal education, law school, training, or professional seminars.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional development.
• Retirement benefits, including 401(k) and pension plans.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.