Senior Associate, Financial Advisory

Location: Hybrid role with onsite work required in the New York or San Francisco office

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

Company

hirify.global is a global investment firm managing more than $100B in assets and serving entrepreneurs, clients, and their families through investment and advisory services.

What you will do

• Manage day-to-day client relationships, communications, and execution.
• Develop and implement portfolio strategies aligned with client objectives.
• Monitor portfolios, analyze performance, and provide clear client insights.
• Execute portfolio rebalancing and transactions.
• Advise on trust, estate, wealth transfer, and philanthropic strategies.
• Coordinate CPAs, attorneys, and other external advisors while identifying opportunities to deepen client relationships.

Requirements

• 6+ years of relevant experience working with HNW or UHNW clients.
• Strong knowledge of portfolio construction and investment implementation.
• Experience with trust, estate, and charitable planning.
• Ability to manage complex workstreams independently with strong judgment and attention to detail.
• Excellent communication skills and a bachelor's degree.
• Ability to work onsite in either the New York or San Francisco office under the hybrid working policy.

Nice to have

• Experience managing junior team members.

Culture & Benefits

• 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) program and commuter benefits.
• Wellness and hybrid-work stipends.
• Support for professional certifications, tuition reimbursement, and coursework supplies.
• Smart-casual dress code and a strong focus on diversity, inclusion, and reasonable accommodations.

Hiring process

• The role supports ongoing talent pipelining for future Financial Advisory opportunities.
• Applicants should be prepared to discuss their experience, contributions, judgment, and use of AI tools in depth during interviews.