Fiduciary Advisor Sr (Finance)

Location: Louisville, Kentucky, United States; in-office role

Company

hirify.global is a financial services company providing private banking and fiduciary services.

What you will do

• Execute the terms of plans and documents where hirify.global serves as trustee, guardian, or agent.
• Administer complex fiduciary accounts and sensitive, high-profile relationships in accordance with governing documents, state law, and internal procedures.
• Manage legal, compliance, and fiduciary risks while resolving client issues and escalating concerns when needed.
• Work with clients, beneficiaries, and gatekeepers to maintain and grow assets under management.
• Customize client communications, presentations, and planning concepts to provide fiduciary advice.
• Lead analysis and recommendations for senior management or committee review and serve as a subject matter resource for the fiduciary team.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically 8 or more years of relevant industry experience.
• In-depth knowledge of trust operations, fiduciary responsibilities, financial-services regulations, and legal practices.
• Experience with account management, investment management, risk assessment, problem solving, and client communication.
• Must work in the Louisville, Kentucky office; hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment focused on collaboration, inclusion, and customer service.
• Medical, prescription drug, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursement programs.