Sr. Relationship Advisor (Wealth Management)

Location: New York, NY, United States; travel to meet clients as needed. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $189,290–$331,200 USD annually as base pay.

Company

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

What you will do

• Manage a portfolio of wealth management clients, understanding their needs, goals, governing documents, and fiduciary requirements.
• Provide holistic, goals-based advice on products, services, regulatory changes, and appropriate actions.
• Deliver responsive client service, communicate complex concepts clearly, and resolve issues through strong relationship management.
• Partner with internal teams and use firm resources to provide advice-driven solutions, identify opportunities, and manage fiduciary risks.
• Develop new business through referral sources and professional and community organizations.
• Mentor less experienced partners and serve as a fiduciary resource for Relationship Advisors.

Requirements

• Strong knowledge of fiduciary principles, financial products, applicable laws, and regulations.
• Technical expertise in investments, tax, legal, and operational areas.
• Ability to communicate complex or sensitive information clearly and build consensus.
• Demonstrated relationship management, problem-solving, negotiation, and business development skills.
• Bachelor’s degree or equivalent relevant experience.
• 7–10 years of experience in fiduciary services, including personal trust, estate administration, or related fields.
• Sound judgment based on analysis of multiple information sources.
• Authorization to work in the U.S. without current or future employment-based visa sponsorship.

Nice to have

• Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits including 401(k) and pension, health and welfare benefits, paid time off, and parental and caregiver leave.
• Life and accident insurance, spending accounts, disability benefits, and other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support community philanthropy.