AVP, Senior Trustee Consultant

Location: Fort Mill, South Carolina, United States

Salary: $88,580–$147,599 per year

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with advisor affiliation models, investment solutions, fintech tools, practice management services, and trustee services through The Private Trust Company.

What you will do

• Act as the lead consultant for new trustee and settlement service cases presented by LPL Advisors.
• Analyze trust, estate, entity, investment, and special asset documents and prepare cases for legal and acceptance reviews.
• Support financial advisors and clients through moderately complex to complex trustee cases, resolving issues and responding to inquiries.
• Coordinate communication among advisors, trustees, attorneys, beneficiaries, external partners, and internal colleagues.
• Manage the new business opportunity pipeline and participate in projects that improve processes and best practices.
• Represent The Private Trust Company in business development efforts with LPL Advisors and internal LPL partners.

Requirements

• Bachelor’s degree.
• At least five years of experience in trustee services, preferably with a broker-dealer or traditional bank/trust company.
• Knowledge of financial planning, philanthropic planning, and fiduciary law.
• Experience working with high-net-worth clients.
• Ability to manage multiple responsibilities, meet deadlines, and work effectively in a team-oriented environment.
• Strong verbal and written communication skills and proficiency with Microsoft Office.

Nice to have

• CTFA, CFP, or ChFC certification.

Culture & Benefits

• Collaborative, fast-paced, team-oriented environment.
• Focus on integrity, continuous improvement, creativity, and client success.
• 401(k) matching and health benefits.
• Employee stock options, paid time off, and volunteer time off.