Senior Portfolio Advisor, Wealth Management

Location: Lake Forest, Illinois, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $114,500–$194,700 USD annually.

Company

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

What you will do

• Manage major fee-producing investment accounts for high-net-worth personal trusts and individual investors with complex investment needs.
• Develop investment strategies and direct portfolio programs aligned with client goals and changing objectives.
• Generate new business, support sales activities, meet revenue targets, and develop relationships with key centers of influence.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal partners, attorneys, and the broader client service team.
• Apply investment strategies, research methodologies, technology capabilities, and portfolio management tools.
• Participate in investment committees, thought leadership, educational events, national initiatives, and special projects.

Requirements

• 12+ years of investment management experience with a record of consistent long-term investment performance.
• Experience as a Senior Portfolio Advisor in wealth management for UHNW clients.
• Technical expertise across a broad range of investment solutions, strategies, instruments, and marketplaces.
• Strong decision-making, sales, negotiation, analytical, and client relationship skills.
• Knowledge of portfolio management theory, accounting, financial principles, and risk management practices.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• MBA, CFA, CFP, CIMA, CPWA, or CAIA.
• Experience leading functional teams or projects with moderate resource requirements, risk, or complexity.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits including 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.
• Inclusive workplace with opportunities to contribute to community and philanthropic initiatives.