Sr Account Manager, Wealth Management Advisory

Location: Chicago, IL, United States

Salary: $74,200–$126,200 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

• Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Maintain client relationships, respond to service requests, and coordinate resolution of account issues.
• Develop action plans and oversee account opening, closing, cash movement, fee setup, and other client servicing events.
• Support Trust Advisors and related specialists with account acceptance, discretionary requests, compliance management, annual reviews, and client presentations.
• Identify service efficiencies and process improvements while maintaining accurate documentation and systems information.
• Serve as a subject-matter expert, mentor junior employees, and may supervise daily operational activities.

Requirements

• Excellent verbal and written communication skills.
• Knowledge of personal trust, estate, guardianship, and advisory services and products.
• Strong analytical, problem-solving, organizational, flexibility, and adaptability skills.
• Technical knowledge of business systems such as MS Office and Workday.
• College or university degree and/or relevant proven work experience preferred.
• 5–7 years of experience in financial servicing or a related field preferred.

Culture & Benefits

• Comprehensive benefits including 401(k), pension, medical, dental, vision, spending accounts, and disability coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative work culture with opportunities for internal mobility and accessible senior leadership.
• Applicants must be authorized to work in the United States without employment-based visa sponsorship; visa sponsorship is not available.