Trust Advisor

Location: Kirby - Houston, TX

Company

hirify.global provides banking and private wealth management services, including trust administration, fiduciary services, and investment management.

What you will do

• Manage and develop complex trust relationships, including estates, trusts, guardianships, agency relationships, and fiduciary accounts.
• Administer and invest accounts in accordance with governing documents, bank policies, and applicable laws and regulations.
• Serve as a trusted adviser and primary contact for clients, attorneys, CPAs, beneficiaries, co-trustees, and other stakeholders.
• Coordinate account management with investment, tax, real estate, operations, and other trust specialists.
• Develop new business through client relationship analysis, professional networking, sales planning, and pipeline management.
• Mentor junior relationship managers and provide guidance on complex trust relationships.

Requirements

• Bachelor’s degree, preferably in business or a related field, or an equivalent combination of education and experience.
• At least 10 years of relationship management experience in banking or financial services.
• Demonstrated knowledge of complex trust, estate, investment, and financial planning matters for affluent and high-net-worth clients.
• Excellent sales, interpersonal, analytical, and client relationship skills.
• Ability to work autonomously, manage deadlines, operate under stress, and travel when required.
• Compliance with applicable federal, state, and local banking and industry regulations, including the Bank Secrecy Act.

Nice to have

• Series 7 and Series 66 licenses, or Series 63 and 65 licenses.

Culture & Benefits

• Full-time employment within Private Wealth Management.
• Supervisory responsibility for coordinating and evaluating an assigned team.
• Responsibilities may include interviewing, hiring, training, work assignment, performance management, compensation administration, and resolving team concerns.