Senior Relationship / Trust Advisor

Location: Tampa, FL, United States; onsite full-time role. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Company

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

What you will do

• Manage complex fiduciary and wealth management relationships for sophisticated clients, their service teams, and professional advisors.
• Lead goals-driven wealth management conversations and provide holistic guidance on products, services, regulatory developments, and tax changes.
• Identify fiduciary risks and apply internal policies, procedures, applicable laws, and sound judgment to support prudent risk management.
• Build relationships with referral sources and external advisors to support client service, business development, and new opportunities.
• Advise Relationship Advisors on complex fiduciary matters and serve as a subject matter expert and Fiduciary Specialist.
• Teach and mentor less experienced partners while continuing to develop fiduciary and advisory expertise.

Requirements

• Extensive experience managing complex client relationships and strong knowledge of fiduciary financial products and services.
• Experience with fiduciary accounts and technical knowledge of investment, tax, legal, and operational considerations.
• Deep understanding of fiduciary standards, principles, applicable laws, and regulations.
• Strong leadership, problem-solving, negotiation, delegation, sales, communication, and organizational skills.
• College or university degree or equivalent professional experience required; JD or similar credential strongly preferred.
• Typically 12–15 years of experience in relationship management, trust administration, estate administration, estate planning, or related fields.

Culture & Benefits

• Flexible and collaborative work culture backed by a long history of financial strength and stability.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting clients and communities.
• Commitment to philanthropy and community involvement.
• Reasonable accommodations are available throughout the employment process.