Senior Institutional Associate (Wealth Management)

Location: Omaha, United States; hybrid schedule with three days per week in the office and two remote days

Salary: $81,662–$134,741 base pay annually

Company

hirify.global is a financial institution providing wealth management, banking, trust, and institutional financial services.

What you will do

• Manage an assigned portfolio of institutional client relationships as the primary contact and trusted advisor.
• Administer pension, custody, investment management, trust, foundation, endowment, escrow, and employee benefit accounts.
• Coordinate transactions, cash balances, distributions, contributions, funding requirements, documentation, onboarding, and account transitions.
• Ensure compliance with bank policies, fiduciary standards, OCC regulations, BSA/AML requirements, and applicable laws.
• Partner with relationship managers, investment officers, commercial bankers, treasury management, and other internal teams to deliver integrated solutions.
• Improve operational processes, support technology implementations and testing, and assist with business continuity and risk reduction initiatives.

Requirements

• Bachelor’s degree in business administration, finance, accounting, economics, or a related field, or equivalent professional experience.
• Five or more years of experience in institutional wealth management, trust administration, retirement services, investment management, or a related financial services environment.
• Strong understanding of fiduciary account administration and institutional client servicing.
• Excellent analytical, organizational, problem-solving, written, and verbal communication skills.
• Proficiency with Microsoft Office and financial technology platforms; experience with FIS TrustDesk or a comparable platform is preferred.
• Unrestricted United States work authorization is required, and future visa sponsorship is not available.

Nice to have

• CTFA, CFP®, CFA®, CPA, CWS®, MBA, JD, or a similar professional designation, or willingness to obtain one.
• Experience with defined benefit plans, foundations, endowments, escrow, or custody relationships.
• Experience with process improvement or technology implementation initiatives.

Culture & Benefits

• Hybrid work environment combining in-person collaboration with remote flexibility.
• Medical, dental, and vision insurance.
• 401(k) plan with matching contributions.
• Paid time-off programs, health savings account, and dependent care support.
• Tuition assistance, growth opportunities, employee banking, and short-term and long-term disability insurance.