Sr Account Manager, Wealth Management Advisory

Location: Miami, FL, United States

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate administration for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Maintain client relationships, handle service requests, and coordinate the resolution of account and transaction issues.
• Develop action plans, oversee account opening and closing, cash movement, fee setup, documentation, and follow-up.
• Support Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors with account acceptance, discretionary requests, compliance management, annual reviews, business development, and client presentations.
• Maintain accurate systems information and working knowledge of governing documents, account agreements, and client relationship applications.
• Serve as a subject-matter expert and mentor junior employees; may supervise daily operational activities without formal management responsibility.

Requirements

• Excellent verbal and written communication skills.
• In-depth knowledge of personal trust, estate, guardian, and advisory services and products.
• Analytical, problem-solving, organizational, flexible, and adaptable approach.
• Technical and systems knowledge, including applications such as PeopleSoft.
• College or university degree and/or relevant proven work experience preferred.
• 5–7 years of experience in financial servicing or related experience and credentials preferred.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace with a focus on supporting client communities.
• Employees are encouraged to contribute time and expertise to philanthropic activities.
• Applicants must be authorized to work in the United States without employment-based visa sponsorship.
• hirify.global does not provide employment-based visa sponsorship for this opportunity.