Account Manager (Wealth Management)

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

Salary: $77,625–$128,225 USD per year.

Company

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

What you will do

• Coordinate account administration for complex fiduciary, investment management, estate settlement, guardianship, and custody relationships.
• Receive and resolve client service requests, communicate actions taken, and coordinate with internal service partners.
• Oversee account opening and closing, cash movements, fee setups, servicing action plans, documentation, and follow-up.
• Support account acceptance, discretionary request analysis, compliance management, annual account reviews, and client presentations.
• Identify service efficiency enhancements, process improvements, and improvements to service delivery.
• Serve as a subject matter expert and mentor junior employees; may supervise daily operational work without formal management responsibility.

Requirements

• Excellent oral and written communication skills.
• In-depth functional and industry knowledge of personal trust, estate, guardian, and advisory services and products.
• Knowledge of internal bank trust functions.
• Analytical, problem-solving, organizational, flexible, and adaptable skills.
• Technical and systems knowledge, including applications such as Peoplesoft.
• 5–7 years of experience in financial servicing or related experience or credentials.
• A college or university degree and/or relevant proven work experience is preferred.
• Authorization to work in the United States without requiring employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal mobility.
• Inclusive workplace and community-focused philanthropic culture.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.