Client Executive Insurance Solutions

Location: Chicago, IL, United States; full-time onsite role.

Salary: $123,400–$216,000 USD base pay, with eligibility for a discretionary bonus that may include equity.

Company

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

What you will do

• Manage complex master trust and custody/asset servicing relationships for insurance clients.
• Evaluate, design, implement, and oversee total relationship plans covering custody, asset servicing, investments, banking, credit, insurance investment accounting, and treasury management.
• Identify client banking, investment, and servicing needs; develop solutions, involve internal experts, and close sales.
• Maintain ongoing dialogue with clients and their advisors, providing guidance on financial and industry developments, products, and services.
• Manage client profitability, develop pricing strategies, and identify competitive opportunities.
• Lead relationship reviews, coordinate senior management involvement, report servicing issues and profitability, support team performance, and participate in prospecting with insurance companies.

Requirements

• At least 10 years of experience in relationship management, new business development, and client servicing.
• Significant experience with banking, asset servicing, and investments for insurance companies.
• General knowledge of trust and asset servicing products, investments, and insurance-sector issues, including insurance asset pools, insurance investment accounting, and specialized reporting or structural requirements.
• Broad knowledge of hirify.global, industry issues, insurance clients, prospects, and competitors.
• Proficiency in interpersonal skills, negotiation, delegation, and sales.
• Leadership and organizational skills to determine client needs and assess required resources.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits including 401(k) and pension, plus medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional voluntary and well-being benefits.
• Inclusive workplace with community and philanthropic engagement opportunities.
• Reasonable accommodations are available throughout the employment process.