Trust Advisor (Fintech)

Location: In office at 400 Park Avenue, New York, New York, US; travel to meet partners and clients may be required, up to 25% of the time.

Salary: $122,535–$208,715 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution and a subsidiary of Royal Bank of Canada, providing banking, wealth management, trust, and fiduciary services.

What you will do

• Identify, evaluate, and onboard new fiduciary relationships across trust administration, investment management, and estate planning.
• Build relationships with private banking partners, financial advisors, attorneys, bankers, portfolio managers, and centers of influence.
• Qualify prospective clients and referral opportunities, assess profitability, and support revenue growth.
• Review preliminary trust documents, assets, agreements, fee schedules, transfer instructions, and related information for new business opportunities.
• Manage expectations, track new business activity, resolve escalated issues, and coordinate progress with internal and external partners.
• Ensure fiduciary relationships remain within the bank’s risk appetite and comply with applicable policies and regulations.

Requirements

• Bachelor’s degree or equivalent.
• 10+ years of experience in a financial or legal services organization.
• 5+ years of experience in trust administration.
• Ability to travel up to 25% of the time.
• Strong communication, interpersonal, organizational, client-profiling, and problem-solving skills.
• Proficiency with trust accounting systems, Microsoft Office, and CRM systems.

Nice to have

• Knowledge of state tax laws, trust taxation, estate planning techniques, and California, Delaware, or Nevada probate codes.
• JD, LLM, or another legal designation or degree.
• Trust Certificate and/or CTFA completion.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Vacation, sick, and volunteer time benefits.
• Tuition reimbursement and internal training and upskilling resources.
• Specialized health and family planning benefits, colleague resource groups, and career mobility support.