Fiduciary Advisor III

Location: Onsite in Pittsburgh, Pennsylvania

Company

hirify.global is a banking and private wealth management organization serving clients through its Private Bank.

What you will do

• Execute the terms of plans and documents in which hirify.global serves as trustee, guardian, or agent.
• Administer complex fiduciary accounts in accordance with governing documents, state law, policies, and procedures.
• Manage legal, compliance, and fiduciary risks while resolving account-related issues.
• Communicate with clients, beneficiaries, gatekeepers, and internal stakeholders to address concerns and support client needs.
• Maintain and grow assets under management through client relationships and fiduciary advice.
• Prepare and present analyses, recommendations, customized communications, and planning concepts for clients and senior management.

Requirements

• Bachelor's degree or a comparable combination of education, certification, and experience.
• 5+ years of industry-relevant experience.
• Knowledge of fiduciary responsibilities, trust structures, account management, and legal and regulatory requirements.
• Skills in decision-making, finance strategy, investment management, risk assessment, problem solving, and effective communication.
• Ability to work in-office in Pittsburgh, Pennsylvania.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Inclusive workplace focused on respect, value, and employee contribution.
• Medical, dental, vision, life insurance, disability, and health savings account options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
• Wellness programs with financial incentives and additional family-care benefits.