Senior Relationship Advisor, Wealth Management

Location: Chicago, IL, United States

Salary: $164,600–$288,000 USD annually

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 complex wealth management relationships for high-net-worth and ultra-high-net-worth clients.
• Lead client conversations and provide advice on fiduciary services, products, regulatory changes, tax matters, and financial planning.
• Coordinate with client service teams, professional advisors, and internal resources to deliver solutions and resolve issues.
• Assess fiduciary risks, apply relevant standards and laws, and support prudent account and relationship management.
• Develop referral relationships and new business opportunities while representing hirify.global in professional and community organizations.
• Mentor less experienced partners and lead fiduciary projects, committees, and complex multidisciplinary initiatives.

Requirements

• 12–15 years of experience in relationship management, trust administration, estate administration, estate planning, or a related field.
• Experience managing complex portfolios with more than one million and/or billion in assets under management.
• Knowledge of fiduciary products and services, investments, tax, legal matters, operations, estate planning, and applicable laws and regulations.
• Strong negotiation, problem-solving, delegation, leadership, sales, communication, and organizational skills.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Experience working with high-net-worth and ultra-high-net-worth clients.
• JD, CFP, CPWA, or another related professional designation.
• Experience with fiduciary projects, committees, and mentoring staff.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal movement and access to senior leaders.
• Retirement benefits including 401(k) and pension plans.
• 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.
• Support for an inclusive workplace and community philanthropy.