Senior Analyst - Associate, Family Office Advisory (Finance)

Location: Hybrid work with expected onsite presence in the New York or San Francisco office, United States

Salary: $110,000–$120,000 for Senior Analysts and $130,000–$150,000 for Associates per year, plus benefits.

Company

hirify.global is a global investment firm managing more than $100 billion in assets and supporting investment portfolios, entrepreneurs, and clients’ personal and financial affairs.

What you will do

• Serve as a point of contact for day-to-day client requests and deliver a high-touch service experience.
• Execute onboarding, account transfers, bill payments, cash movements, tax payments, and documentation.
• Coordinate with investment, operations, treasury, tax, and legal specialists to resolve issues and complete client work.
• Support wealth transfer, tax, insurance, philanthropic, and asset protection strategies.
• Maintain accurate client records, documentation, CRM data, and project tracking.
• Senior Analysts will prepare client-ready materials and mentor Analysts; Associates will lead relationships, manage complex requests, and coach junior team members.

Requirements

• Bachelor’s degree.
• Senior Analyst: 4+ years of experience in wealth management, family office, or related financial services.
• Associate: 6+ years of experience supporting high-net-worth or ultra-high-net-worth clients in family office or wealth management settings.
• Clear, confident client and advisor communication with strong judgment and proactive problem-solving skills.
• High attention to detail, accuracy, integrity, discretion, and ability to handle confidential information.
• Willingness to work onsite in the New York or San Francisco office under the hybrid working policy.

Culture & Benefits

• Collaborative, service-oriented environment focused on shared problem solving and continuous learning.
• Medical, dental, and vision insurance from the first day of employment.
• Life and disability insurance, mental health and fertility benefits, and backup childcare.
• Matching 401(k), commuter benefits, wellness and hybrid-work stipends.
• Support for professional certifications and tuition reimbursement, including books and coursework supplies.
• Smart-casual dress code.