Fiduciary Advisor III (Finance)

Location: In-office in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA

Base salary: $112,000–$228,800 per year, plus incentive eligibility.

Company

hirify.global provides private banking and financial services.

What you will do

• Execute the terms of trusts, guardianships, agencies, and other fiduciary plans or documents.
• Administer complex fiduciary accounts in accordance with governing documents, state law, policies, and procedures.
• Manage fiduciary risk and resolve legal and compliance issues, escalating concerns when appropriate.
• Communicate with clients, beneficiaries, and gatekeepers while maintaining and growing assets under management.
• Customize fiduciary advice, client communications, and presentations to address client needs.
• Prepare analyses and recommendations for senior management and committee review.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certification, and experience.
• 5+ years of relevant industry experience.
• Strong knowledge of fiduciary responsibilities, trust structures, and applicable legal and regulatory requirements.
• Skills in account management, decision-making, problem-solving, communication, accuracy, and attention to detail.
• Employment visas and STEM OPT sponsorship are not available for this position.

Nice to have

• Finance strategy and investment management experience.
• Legal practices, real estate settlements, revenue recognition, and risk assessment experience.
• Value-selling experience.

Culture & Benefits

• In-office work environment with an emphasis on an inclusive and supportive workplace.
• Medical, prescription, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase, disability protection, and life insurance options.
• Educational assistance, wellness programs, and dependent care support.
• Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.