Sr Account Manager, Wealth Management Advisory

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

Salary: $74,200–$126,200 USD 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

• Coordinate administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Maintain client relationships, respond to service requests, coordinate issue resolution, and communicate account status and required actions.
• Oversee account opening and closing, cash movement, fee setup, transaction processing, action plans, documentation, and follow-up with Client Support Services.
• Support Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors with account acceptance, discretionary requests, compliance management, annual reviews, business development, and client presentations.
• Identify service-efficiency and process improvements, maintain knowledge of relationship-management applications, and keep system information accurate.
• Serve as a subject-matter expert and mentor junior employees; may supervise day-to-day operational work without formal management responsibility.

Requirements

• Excellent verbal and written communication skills.
• Analytical, problem-solving, and organizational skills.
• Highly flexible and adaptable to change.
• Technical and systems knowledge, including Microsoft Office.
• 5–7 years of experience in financial servicing or related experience or credentials is preferred.
• Knowledge of personal trust, estate, guardian, and advisory services and products is preferred.
• A college or university degree and/or relevant proven work experience is preferred.
• Authorization to work in the U.S. without current or future employment-based visa sponsorship is required.

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 accounts, 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.
• Inclusive workplace with community philanthropy and reasonable accommodation support.