Fiduciary Advisor III

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

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

Company

hirify.global is a financial services organization serving customers through its Private Bank and other banking businesses.

What you will do

• Execute the terms of trusts, plans, and other documents where hirify.global serves as trustee, guardian, or agent.
• Administer complex fiduciary accounts in accordance with governing documents, state law, and internal policies.
• Manage fiduciary risk and resolve legal, compliance, and client issues.
• Maintain and grow assets under management through client, beneficiary, and gatekeeper relationships.
• Prepare customized communications, fiduciary advice, analyses, and recommendations for clients and senior management.

Requirements

• Bachelor’s degree or an equivalent combination of education, certifications, and experience.
• 5+ years of relevant industry experience.
• Knowledge of trusts, fiduciary responsibilities, account management, investment management, and risk assessment.
• Strong decision-making, communication, accuracy, attention to detail, and problem-solving skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Medical, prescription, dental, vision, life insurance, and disability coverage options.
• 401(k) match, pension, stock purchase plans, and dependent-care support.
• Educational assistance, wellness programs, paid holidays, parental leave, and 15–25 vacation days depending on career level.