Senior Investment Director - Family Office Solutions

Location: Atlanta, GA, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Company

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

What you will do

• Advise and coordinate investment activity for complex family enterprises, multigenerational wealth, trust accounts, and integrated advisory needs.
• Develop, recommend, and direct the execution of investment programs and specialized managed account portfolios aligned with client objectives and hirify.global investment policies.
• Advise on broad portfolio programs, alternative asset classes, investment strategies, trust/agency accounts, and evolving client needs.
• Manage complex accounts involving significant relationships, asset complexity, sensitive matters, and shared authority with attorneys, consultants, trustees, or other advisors.
• Build client, advisor, and center-of-influence forums, identify relationship expansion opportunities, and support prospect engagement and enterprise-wide solutions.
• Share investment expertise, mentor junior colleagues, and coordinate with internal partners, relationship teams, research teams, and the National Investment Practice.

Requirements

• 20+ years of direct investment management experience, including deep advisory experience with UHNW clients and families across complex investments, planning, governance, and family enterprise needs.
• Deep knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and marketplace dynamics.
• Strong understanding of investment terminology, trust investment laws and regulations, taxation considerations, and investment policies, procedures, and strategies within trust documents.
• Advanced analytical and advisory skills for aligning client objectives, family circumstances, asset complexity, and broader planning considerations with appropriate investment strategies.
• Exceptional interpersonal and communication skills for working with clients, advisors, outside professionals, and internal partners.
• Sound judgment, negotiation, and influence skills for complex decision-making and stakeholder alignment.
• Ability to influence without direct authority, develop talent, and advance cross-functional collaboration.

Nice to have

• Advanced degree and/or relevant professional designation, such as MBA, CFA, CFP, CPWA, CAIA, or similar credentials.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for movement within the organization and professional contribution across teams.
• Inclusive workplace focused on service, expertise, integrity, collaboration, accountability, and client-first outcomes.
• Opportunities to contribute time and talent to community philanthropy.
• Reasonable workplace adjustments are available for individuals with health conditions and disabilities.