Senior Portfolio Advisor II

Location: Seattle, WA, United States

Salary: $189,290–$331,200 USD per year in base pay

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 investment activities for major fee-generating accounts, including complex high-net-worth personal trusts and individual portfolios.
• Develop, recommend, and execute investment programs aligned with individual client objectives.
• Analyze and continuously revise investment strategies based on changing goals, objectives, and client needs.
• Generate new business and deliver against assigned sales targets in partnership with sales and relationship management teams.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal counsel, attorneys, and broader client-service teams.
• Lead others in solving complex problems, contribute to investment committees and special projects, and support new capabilities and initiatives.

Requirements

• 10–15 years of investment experience, potentially including investment research, with a record of long-term performance against objectives.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and financial markets.
• Strong decision-making, sales, negotiation, analytical, and judgment skills.
• Ability to interpret complex business challenges, recommend best practices, and communicate difficult concepts effectively.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Employment-based visa sponsorship is not available for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• 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 support community and philanthropic initiatives.