Trust Manager

Location: Grand Rapids, Michigan, United States; principally in-person workplace model

Salary: $105,000–$150,000 base salary annually for the listed regional compensation range.

Company

hirify.global is a large audit, tax, consulting, and wealth management firm.

What you will do

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates, including asset oversight, distributions, documentation, fiduciary duties, and client-specific planning.
• Prepare materials for and participate in Trust Administration and Trust Investment Committees.
• Advise grantors, beneficiaries, legal counsel, financial advisors, and other interested parties on trust-related matters.
• Coordinate holistic client services, delegate work, and coach and mentor staff.
• Integrate investment, estate, insurance, tax, cash flow, philanthropic, and retirement planning.
• Develop client relationships, referral networks, practice growth initiatives, and internal organizational projects.

Requirements

• Bachelor's degree in Business, preferably Finance, Accounting, or Economics.
• 4–6 years of experience in personal trust account administration, financial planning, investments, and/or estate planning.
• At least one advanced degree or professional designation; JD or CTFA is highly preferred, while CFP or CPA is preferred.
• Strong leadership, problem-solving, analytical, written, and verbal communication skills.
• Ongoing development of technical skills in the trust and financial services industries.
• Must be legally authorized to work in the United States without sponsorship.

Culture & Benefits

• Workplace for Your Day model supporting flexibility while maintaining a principally in-person approach.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, holidays, 401(k), flexible benefits plans, and a pension plan for eligible administrative and paraprofessional staff.
• Business travel expense, lodging, and meal reimbursement.
• Discretionary bonus plan and an inclusive workplace focused on equitable opportunities.
• Exempt position that may require work beyond a standard 40-hour week.