Relationship Advisor, Wealth Management

Location: Winnetka, Illinois, United States. The role includes travel to meet clients when appropriate.

Base salary: $114,500–$194,700 USD per year.

Company

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

What you will do

• Manage complex high-net-worth and ultra-high-net-worth client relationships and assigned account portfolios.
• Lead client conversations and provide advice on products, services, regulatory changes, tax matters, and appropriate actions.
• Apply fiduciary knowledge and judgment while identifying and resolving fiduciary risk issues.
• Coordinate with clients, internal service teams, and external professional advisors to develop and implement advisory solutions.
• Cultivate referral-source relationships, identify new business opportunities, and represent hirify.global in professional and community organizations.
• Mentor less experienced partners and lead fiduciary projects and committees involving multiple disciplines.

Requirements

• 7–10 years of experience as a relationship manager in trust administration, estate administration, estate planning, or a related field.
• Experience managing high-net-worth and ultra-high-net-worth clients is preferred for this complex portfolio.
• Ability to manage a complex portfolio with more than one million and/or billion in assets under management.
• Knowledge of fiduciary and financial products, investments, tax, legal matters, operations, fiduciary standards, and applicable laws and regulations.
• Negotiation, problem-solving, delegation, leadership, sales, and organizational skills.
• Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Juris Doctor, CFP, CPWA, or another related professional designation.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support local communities through philanthropy.