Digital Estate Planning Vice President (AI)

Location: Full-time, in-office role in Dallas, Texas, United States; serving clients across the United States.

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management and family office services to high-net-worth and ultra-high-net-worth clients.

What you will do

• Serve as the day-to-day contact for publishing and scaling the Digital Estate Planning solution, using artificial intelligence and professional expertise to summarize client estates in published reports.
• Review estate documents, extract and interpret trust provisions and fiduciary law, assess tax implications, and model multi-generational wealth strategies.
• Distill complex estate plans and balance sheets into key components, reports, and visualizations.
• Manage the client lifecycle with Private Wealth Management teams, including marketing, onboarding, draft reports, scenario analysis, and final client reports.
• Coordinate workflows among Private Wealth Advisors, wealth strategists, clients, trustees, attorneys, accountants, and third-party tax and legal advisors.
• Own quality assurance, deadlines, performance metrics, stakeholder education, and collaboration with Product, Engineering, Compliance, Legal, and vendors to evolve the product.

Requirements

• Bachelor's degree required.
• At least four years of experience in accounting or legal fields focused on serving ultra-high-net-worth clients.
• Experience with high-net-worth clients and multi-generational wealth and estate planning strategies, including reviewing and diagramming estate planning documents or working as a tax advisor.
• Technical expertise or experience in U.S. estate and transfer tax, trust tax laws, and tax implications for estate planning.
• Experience with state and local tax matters.
• Ability to learn, adopt, and use new technologies and programs.
• Professional communication experience with trustees, attorneys, accountants, other advisors, and professional bodies in private client wealth planning.
• Interest in financial markets, good investment sense, strong interpersonal skills, teamwork, resourcefulness, attention to detail, multitasking, and the ability to work in a fast-paced environment.
• Ability to define success criteria and core metrics with a vendor partner, including leading indicators for business performance.
• Securities Industry Essentials, Series 7, and Series 63 exams must be obtained within the first three months of employment.

Nice to have

• CPA and/or JD.
• Experience with Legal AI, large language models, or automation in legal document extraction.

Culture & Benefits

• Access to training and professional development opportunities.
• Firmwide professional networks and diversity and inclusion initiatives.
• Benefits related to wellness, personal finance, and mindfulness.
• Collaborative work with internal teams and external professional advisors.