Trust Manager - Chicago

Location: Chicago, United States; principally in-person with workplace flexibility under the Workplace for Your Day model. Candidates must be legally authorized to work in the United States without sponsorship.

Salary: $115,500–$150,000 per year across offices in Colorado, Illinois, Ohio, and Massachusetts, with the applicable range depending on geography and experience.

Company

hirify.global is an audit, tax, consulting, and wealth management firm with a focus on inclusive collaboration, professional development, and client service.

What you will do

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates, including asset oversight, disbursements, documentation, fiduciary duties, and client-specific planning.
• Prepare materials for and participate in Trust Administration and Trust Investment Committees to support governance and oversight.
• Advise grantors, beneficiaries, legal counsel, financial advisors, and other stakeholders on trust-related matters.
• Coordinate holistic client services covering investments, estate planning, insurance, taxes, cash flow, philanthropy, and retirement planning.
• Delegate work, coach and mentor staff, and contribute to performance management and internal initiatives.
• Develop client relationships, referral networks, practice expansion, and business development opportunities.

Requirements

• Bachelor’s degree in Business, preferably Finance, Accounting, or Economics.
• 4–6 years of experience in personal trust account administration, financial planning, investments, and/or estate planning.
• At least one advanced degree or professional designation; a JD or CTFA is highly preferred, while CFP or CPA is preferred but not required.
• Strong problem-solving, analytical, written, and verbal communication skills.
• Leadership ability, attention to detail, and willingness to advance technical knowledge in trust and financial services.
• U.S. work authorization without sponsorship is required.

Culture & Benefits

• Flexibility and balance through the Workplace for Your Day model while maintaining a principally in-person working environment.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, predetermined holidays, flexible benefits plans, and a 401(k) plan.
• Business travel expense, lodging, and meal reimbursement for business-related use.
• Discretionary bonus opportunities and a pension plan for eligible administrative and paraprofessional staff.
• Inclusive workplace focused on diversity, equity, belonging, and professional growth.