Senior Client Solutions Consultant (Wealth Management)

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

Salary: $103,000–$175,200 USD base pay annually.

Company

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

What you will do

• Own coordination of complex client onboarding and transition events from intake through completion.
• Engage clients and relationship teams to gather requirements, coordinate documentation, and provide status updates.
• Coordinate onboarding workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, and Statement Review teams.
• Track account opening, coding, funding, asset transfers, fees, settlement timing, and outstanding issues, including ACAT and DTC activity.
• Monitor milestones, escalate risks and delays, facilitate review meetings, and maintain transparent stakeholder reporting.
• Confirm completion and handoff, while documenting lessons learned, process gaps, and improvement opportunities.

Requirements

• Experience in wealth management, client onboarding, trust or banking operations, client servicing, account opening, or related financial services operations.
• Strong understanding of onboarding workflows, documentation requirements, operational handoffs, and client servicing standards.
• Ability to lead multiple complex, cross-product onboarding events simultaneously with accuracy, urgency, and risk awareness.
• Ability to coordinate across front office, middle office, back office, and subject matter expert teams.
• Strong written and verbal communication skills, including explaining complex requirements practically and providing clear status updates.
• Proficiency with workflow tools, case management systems, Microsoft Office applications, and shared tracking mechanisms.
• Strong attention to detail, follow-through, judgment, and escalation awareness.

Nice to have

• Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, account documentation, funding, account coding, statement review, and documentation imaging processes.
• Experience supporting high-value, sensitive, cross-product, or complex client onboarding events.
• Familiarity with Trust, Banking, Brokerage, ACAT/DTC transfers, tax cost tracking, AML/KYC requirements, fees, and investment-related onboarding dependencies.
• Experience facilitating cross-functional meetings, maintaining milestone trackers, and preparing executive-ready status updates.
• Exposure to risk, control, audit, quality review, or process improvement initiatives.

Culture & Benefits

• Full-time employment in a flexible and collaborative work culture.
• Benefits include retirement benefits such as 401(k) and pension, medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program may include an equity component.
• Internal movement is encouraged, with accessible senior leaders and an inclusive workplace.
• Reasonable accommodation is available for individuals with health conditions and disabilities during the employment process.