Sr Consultant, Client Service Solutions, Integrated Portfolio Services (Financial Services)

Location: Chicago, IL; applicants must be authorized to work in the United States without employment-based visa sponsorship.

Salary: $83,100–$141,300 USD annual 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 client relationships for Integrated Portfolio Solutions and understand client needs, business processes, and dependencies on delivered services.
• Coordinate daily, weekly, and monthly deliverable control checklists with operational partners and ensure service targets and deadlines are achieved.
• Oversee discrepancy resolution, month-end workflows, and transitions of monthly workflows to the Backoffice team.
• Provide solutions for operational efficiencies and cost reductions while managing client issues, escalations, and service delivery.
• Lead shared service teams, drive agendas, promote accountability, and support teamwork and open communication.
• Manage key client projects, contribute to continuous process improvement, and participate in client onsite visits.

Requirements

• Minimum 5 years of experience in trade operations, reconciliations, hedge fund administration, or a related field.
• Exceptional verbal and written communication skills.
• Proven leadership skills and the ability to build productive relationships across all organizational levels.
• Client-centric mindset with a focus on client satisfaction and proactive problem-solving.
• Excellent project management and organizational skills, including the ability to prioritize effectively.
• Proficiency in Excel.
• Familiarity with financial products and P&L calculations.

Nice to have

• Knowledge of VBA.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits including 401(k) and pension.
• 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.
• Inclusive workplace with community and philanthropy initiatives and reasonable accommodation support.