Senior Portfolio Advisor (Wealth Management)

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

Company

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

What you will do

• Manage major fee-producing investment accounts for high-net-worth personal trusts and individual investors.
• Develop and execute investment programs aligned with individual client objectives.
• Analyze and continuously revise investment strategies as client goals and market needs change.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal teams, attorneys, and broader client service teams.
• Apply investment research, methodologies, tools, and emerging technology capabilities while contributing to initiatives, committees, publications, and educational events.
• Lead others in solving complex problems and support risk management, best practices, and investment practice objectives.

Requirements

• 8–12 years of investment experience, potentially including research, with consistent long-term investment performance against stated objectives.
• Knowledge of portfolio management theory, accounting and financial principles, investment strategies, instruments, and marketplaces.
• Demonstrated decision-making, sales, negotiation, communication, and influencing skills.
• Ability to interpret complex business challenges, recommend best practices, and lead functional teams or moderately complex projects.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Commitment to an inclusive workplace and community support through employee philanthropy.
• Reasonable accommodations are available throughout the employment process.