Trust Manager (Wealth Management)

Location: Michigan; hybrid Workplace for Your Day model with a principally in-person work environment. Candidates must be legally authorized to work in the United States without sponsorship, except qualified bilingual candidates in Japanese and English or Chinese and English.

Salary: $115,500–$150,000 annually for roles in CO, IL, OH, and MA; applicable geographic location should be confirmed in the position description.

Company

hirify.global is a large audit, tax, consulting, and wealth management firm.

What you will do

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates, including asset oversight, distributions, documentation, fiduciary decisions, and client-specific planning.
• Prepare materials for and participate in Trust Administration and Trust Investment Committees.
• Advise grantors, beneficiaries, legal counsel, financial advisors, and other stakeholders on trust-related matters.
• Coordinate holistic client services and manage, delegate, coach, and mentor staff.
• Apply investment, estate, insurance, tax, cash flow, philanthropic, and retirement planning knowledge.
• 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.
• Strong problem-solving, analytical, written, and verbal communication skills.
• Detail-oriented leadership skills and ongoing development of technical expertise in the trust and financial services industries.
• Legal authorization to work in the United States without sponsorship is required, with the stated exception for qualified Japanese-English or Chinese-English bilingual candidates.

Nice to have

• Juris Doctor or Certified Trust and Financial Advisor designation.
• Certified Financial Planner or Certified Public Accountant designation.
• Japanese-English or Chinese-English bilingual proficiency for candidates qualifying for the sponsorship exception.

Culture & Benefits

• Flexibility and balance through the Workplace for Your Day model, coordinated with the supervisor and team.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, designated holidays, flexible benefits plans, and a 401(k) plan.
• Pension plan for eligible administrative and paraprofessional staff.
• Potential discretionary bonus, business travel reimbursement, and eligible contingent-staff benefits.
• Inclusive workplace focused on equitable opportunities, belonging, and professional growth.