Fiduciary Account Manager (Wealth Management)

Location: Wilmington, DE, 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 and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Respond to client service requests, resolve issues, and communicate account status, documentation needs, and completed actions.
• Develop action plans for account setup, transactions, servicing events, and follow-up in coordination with Client Support Services.
• Maintain governing documents, account agreements, system records, fee setups, service documentation, and annual account reviews.
• Support Trust Advisors and related teams with account acceptance, discretionary request analysis, compliance management, business development, and client presentations.
• Identify process improvements and mentor junior employees; may supervise daily operational activities without formal management responsibility.

Requirements

• In-depth knowledge of personal trust, estate, guardianship, and advisory services and products.
• Knowledge of internal bank trust functions.
• At least 3 years of experience in financial servicing or related experience or credentials.
• College or university degree or relevant proven work experience.
• Strong analytical, problem-solving, organizational, oral, and written communication skills.
• U.S. work authorization without current or future employment-based visa sponsorship is required.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting client communities.
• Employee opportunities to contribute time and expertise to philanthropic initiatives.
• Reasonable accommodations are available throughout the employment process.