Senior Estate Settlement Advisor - Private Bank

Location: Cincinnati, Ohio, United States; in-office role

Base salary: $112,000–$208,000 annually, plus incentive eligibility.

Company

hirify.global provides private banking, fiduciary, financial, and investment services.

What you will do

• Execute wills and other documents where hirify.global serves as executor or trustee.
• Administer complex estates and estate settlement trusts, including special assets, liquidity, concentrated holdings, and asset valuations.
• Resolve family and beneficiary conflicts while preserving estate assets and meeting legal and administrative deadlines.
• Coordinate tax returns, court filings, and other state-required filings for estates and decedents.
• Work with external entities on fiduciary and tax-planning strategies and assess impacts on beneficiaries.
• Serve as a subject-matter resource, escalation point, and proxy for fiduciary leadership; assist with assigning work to other advisors.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and relevant experience.
• Typically 8+ years of industry-relevant experience.
• Knowledge of fiduciary responsibilities, financial-services regulation, legal practices, finance strategy, investment management, and risk assessment.
• Strong decision-making, communication, problem-solving, accuracy, attention to detail, account-management, and business-development skills.
• Ability to work in the hirify.global office in Cincinnati, Ohio.
• No required certifications, licenses, or language assessments are specified.

Culture & Benefits

• Inclusive workplace focused on customer service, risk management, and employee contribution.
• Medical, prescription, dental, vision, life insurance, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, dependent-care reimbursement, and educational assistance.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Employment visa sponsorship and STEM OPT participation are not provided.