Senior Associate, Family Office Advisory

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

Salary: $170,000–$180,000 per year, plus benefits

Company

hirify.global is a global investment firm managing over $100B in assets and serving entrepreneurs, families, and institutions through investment management and advisory services.

What you will do

• Support complex family office client relationships and act as a point of contact for day-to-day needs.
• Coordinate trust and estate planning strategies, including entity structuring, gifting programs, trust funding, wealth transfer, and philanthropy.
• Oversee investment administration, banking and liquidity management, bill pay, insurance administration, and related family office services.
• Translate client goals into actionable plans by coordinating internal teams and external advisors.
• Build detailed knowledge of client objectives and provide personalized service and advocacy.
• Mentor Client Analysts and Senior Client Analysts and contribute to firmwide initiatives.

Requirements

• Bachelor’s degree and 8+ years of experience in family office, wealth management, or similar roles supporting high net worth and ultra-high net worth families.
• Experience managing complex client relationships and coordinating multiple stakeholders and workstreams.
• Strong knowledge of trust and estate planning and/or personal tax planning.
• Ability to communicate technical concepts clearly and collaborate with internal teams and external advisors.
• Ability to work onsite in either the New York or San Francisco office in accordance with the hybrid working policy.

Nice to have

• Experience with Fidelity Wealthscape and Salesforce.
• Familiarity with AI tools and technologies.

Culture & Benefits

• Medical, dental, and vision insurance from the first day of employment.
• Life and disability insurance, mental health benefits, fertility benefits, and backup childcare.
• Matching 401(k) program, commuter benefits, and stipends supporting wellness and hybrid work.
• Tuition reimbursement, professional certification support, and an annual allocation for books and coursework materials.
• Smart-casual dress code and an emphasis on diversity, inclusion, and reasonable workplace accommodations.

Hiring process

• Applicants should be prepared to discuss their experience, personal contributions, judgment, and use of AI tools in depth during the interview process.