Senior Portfolio Advisor (Wealth Management)

Location: Tampa, Florida, United States. 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 individuals, families, corporations, and institutions.

What you will do

• Manage major fee-producing investment accounts for high-net-worth personal trusts and individual portfolios with complex investment needs.
• Develop, recommend, and direct investment programs aligned with individual client objectives.
• Analyze and continuously revise investment strategies as client goals and circumstances change.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal teams, and outside attorneys.
• Apply new investment strategies, portfolio research, methodologies, and technology capabilities.
• Lead complex problem-solving, participate in investment committees and special projects, and contribute to practice initiatives.

Requirements

• 8–12 years of investment experience, potentially including investment research, with consistent long-term performance against stated objectives.
• Knowledge of portfolio management theory, accounting, financial principles, investment instruments, strategies, and market characteristics.
• Strong decision-making, sales, negotiation, communication, and influencing skills.
• Ability to interpret business challenges and recommend improvements to products, processes, or services.
• Ability to lead functional teams or projects with moderate resource requirements, risk, or complexity.
• U.S. work authorization is required; employment-based visa sponsorship is not available now or in the future.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace with community and philanthropy initiatives.
• Reasonable accommodations are available throughout the employment process.