Fiduciary Advisor Senior

Location: Louisville, Kentucky, United States; in-office role

Company

hirify.global provides banking and private wealth management services through its Private Bank organization.

What you will do

• Execute the terms of trusts and other plans or documents where hirify.global serves as trustee, guardian, or agent.
• Administer complex fiduciary accounts and sensitive high-profile client relationships in accordance with governing documents, state law, policies, and procedures.
• Manage legal, compliance, and fiduciary risks, resolve account issues, and communicate with clients and beneficiaries.
• Grow assets under management by working with clients, beneficiaries, and other relationship gatekeepers.
• Prepare customized fiduciary advice and presentations, lead analysis and recommendations, and support senior management or committee reviews.
• Serve as a subject matter resource, escalation point, and potential proxy for fiduciary leadership.

Requirements

• Bachelor's degree required; comparable education, certifications, and experience may be considered.
• Typically 8+ years of relevant industry experience.
• Knowledge of fiduciary responsibilities, account management, financial services regulations, risk assessment, and investment management.
• Strong decision-making, communication, accuracy, attention to detail, and problem-solving skills.
• Must work in the Louisville, Kentucky office; hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, respect, and employee contribution.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.