Sr Associate, Wealth Strategies (Wealth Management)

Location: Lake Forest, Illinois, United States

Salary: $74,200–$126,200 USD annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Support Wealth Strategists across the sales process, from prospect identification and research through onboarding and booking new trust and investment business.
• Prepare letters, agreements, reports, presentations, fee proposals, marketing updates, and meeting materials.
• Coordinate prospect, client, and center-of-influence meetings, seminars, travel, audiovisual support, and event arrangements.
• Maintain prospect files, reminders, pipeline reports, and proactive DRIP campaigns to convert leads into prospects.
• Review asset and family information, trust documents, correspondence, and legal materials to identify appointment status and discrepancies.
• Communicate with prospective clients, advisors, internal partner areas, and clients to address inquiries and support relationship needs.

Requirements

• Undergraduate degree or equivalent experience.
• Some years of wealth management or similar experience.
• Basic knowledge of personal financial planning, trust, and investment products and services.
• Strong computer skills, including PowerPoint, Word, and Excel.
• Organizational and communication skills for preparing materials, understanding stakeholder needs, and responding with appropriate solutions.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with an emphasis on financial strength and stability.
• Opportunities for internal movement and access to senior leaders.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Discretionary bonus program that may include an equity component.