Senior Relationship Advisor (Wealth Management)

Location: Houston, TX; travel as appropriate to meet client service, revenue, and new business development needs. 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 an assigned account base of sophisticated wealth management clients and develop a thorough understanding of their needs, goals, governing documents, fiduciary duties, and applicable laws.
• Lead client conversations on goals-driven wealth management and holistic advice, explaining complex concepts clearly and providing guidance on products, services, emerging issues, and regulatory or tax changes.
• Coordinate with clients, professional advisors, and internal partners to implement advisory solutions, deliver fiduciary services, resolve issues, and identify relationship enhancement opportunities.
• Recognize fiduciary risk issues and apply internal policies, procedures, and sound judgment to support prudent risk management.
• Build relationships with referral sources and external professional advisors, support business development, and represent hirify.global in community and professional organizations.
• Teach and mentor less experienced partners, advise Relationship Advisors on fiduciary matters, serve as a subject matter expert, and pursue continued fiduciary and advisory development.

Requirements

• 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.
• Extensive knowledge of fiduciary and financial products and services, typically gained through significant experience managing complex client relationships.
• Experience with fiduciary accounts, including technical knowledge of investment, tax, legal, and operational considerations.
• Deep understanding of fiduciary standards, principles, applicable laws, and regulations.
• Strong leadership, problem-solving, negotiation, delegation, sales, and organizational effectiveness skills.
• Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• College or university degree and/or equivalent professional experience required.
• Authorization to work in the U.S. without current or future employment-based visa sponsorship.

Nice to have

• JD or similar credential.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting the communities served.
• Philanthropy and employee participation in community initiatives are part of the culture.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.