Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act (ERISA)

Location: In-office in Pittsburgh, Philadelphia, Birmingham, Cleveland, or the District of Columbia, United States

Salary: $133,000–$296,400 base salary annually, plus incentive eligibility.

Company

hirify.global is a financial services company with an asset management and private banking legal function.

What you will do

• Provide complex legal advice on IRAs, retirement accounts, ERISA, the Internal Revenue Code, DOL and Treasury regulations.
• Advise banking and brokerage partners on account opening, administration, beneficiary designations, distributions, rollovers, transfers, and account closing.
• Analyze fiduciary, investment, trust, estate, tax, operational, and prohibited transaction issues.
• Review retirement-related forms, account documentation, powers of attorney, subpoenas, garnishments, disclosures, communications, and internal policies.
• Support responses to regulatory, audit, compliance, risk, and control inquiries.
• Guide new products and services, exception requests, escalations, procedures, job aids, and training while coordinating with internal and outside counsel.

Requirements

• Juris Doctorate from an accredited law school.
• Active license to practice law in at least one jurisdiction; multiple issuer certification listed.
• Typically 8+ years of industry-relevant experience.
• Substantial experience with IRAs and strong knowledge of ERISA fiduciary duties, prohibited transactions, plan assets, rollovers, and DOL and IRS requirements.
• Strong knowledge of federal and state tax reporting and withholding requirements for IRA and qualified plan distributions.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office work environment focused on support, inclusion, respect, and collaboration.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) match, pension, stock purchase plan, dependent care support, and wellness incentives.
• Educational assistance, including select fully paid programs.
• Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and service.