Senior Trust Advisor (Fiduciary Services)

Location: Onsite in Kansas City, Missouri, United States

Salary: $158,696–$269,783 base pay annually

Company

hirify.global is a banking and wealth management organization providing trust, fiduciary, and financial services.

What you will do

• Administer complex trust relationships and execute estate plan and fiduciary document terms.
• Exercise discretion on beneficiary distributions and competing beneficiary interests while managing financial and regulatory risk.
• Develop, interpret, communicate, and facilitate complex trust and estate planning solutions.
• Monitor account activity, transactions, portfolio cash requirements, distributions, documentation, and approvals.
• Maintain trusted relationships with clients, beneficiaries, families, attorneys, accountants, and internal wealth management partners.
• Mentor Trust Advisors and Administrators, participate in business committees, and contribute to strategic wealth management initiatives.

Requirements

• Bachelor’s degree in Business Administration or a related field.
• 15+ years of experience in the trust, investment, or financial services industry.
• Experience with relationship management and providing complex fiduciary advice.
• Strong knowledge of the finance industry, estate planning, probate, tax planning, guardianships, and relevant state laws.
• Strong verbal and written communication, presentation, listening, collaboration, and decision-making skills.
• Unrestricted authorization to work in the United States without future sponsorship.

Nice to have

• CPA, CTFA, or Juris Doctor degree.

Culture & Benefits

• Onsite collaborative work environment focused on mentorship and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Time off programs, health savings account, and dependent care benefits.
• Tuition assistance, employee banking, growth opportunities, and short- and long-term disability insurance.