Назад
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6 дней назад

Sr. Account Manager, GFO

74 200 - 126 200$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Sr. Account Manager, GFO (Wealth Management): Coordinating banking, custody, fiduciary, investment administration, account services, reporting, and issue resolution for ultra-high-net-worth family office clients with an accent on trusted relationships, operational accuracy, and discreet high-touch service. Focus on resolving complex client requests independently, coordinating internal banking and custody partners, managing account activity and documentation, and supporting growth opportunities.

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

Salary: $74,200–$126,200 USD base pay annually.

Company

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

What you will do

  • Serve as the day-to-day client contact for ultra-high-net-worth individuals, families, family offices, charities, and foundations.
  • Coordinate banking, custody, fiduciary, investment administration, account services, reporting, and transaction processing.
  • Respond to client instructions and inquiries, resolve issues independently, and escalate concerns when appropriate.
  • Coordinate account opening and closing, authorized signatories, online-system users, documentation, fees, invoicing, and fee collection.
  • Build relationships with internal partner teams to deliver solutions and support client requirements.
  • Work with the Relationship Manager to identify growth opportunities and additional business.

Requirements

  • Strong understanding of the global custody industry.
  • Direct experience interacting with demanding clients or prospects.
  • Excellent organizational, written, and verbal communication skills.
  • Ability to prioritize competing demands, resolve problems independently, and work under pressure.
  • Time and project management skills with adaptability across varied and occasionally unique issues.
  • U.S. work authorization is required; employment-based visa sponsorship is not available.

Culture & Benefits

  • Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
  • Retirement benefits including 401(k) and pension.
  • Health and welfare benefits including 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.
  • Inclusive workplace with opportunities to support local communities through philanthropy.

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