Senior Relationship Advisor, WM

Location: Chicago, IL, United States; onsite

Salary: $164,600–$288,000 USD per year, plus potential discretionary bonus and equity component.

Company

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

What you will do

• Manage complex high-net-worth and ultra-high-net-worth client relationships and account portfolios.
• Lead client conversations and provide advice on products, services, regulatory changes, tax matters, and wealth management solutions.
• Apply fiduciary knowledge and judgment while identifying and resolving fiduciary risk issues.
• Collaborate with client service teams, internal specialists, and external professional advisors to develop and implement client solutions.
• Build relationships with referral sources, develop new business opportunities, and represent hirify.global in professional and community organizations.
• Mentor less experienced partners and provide leadership on fiduciary projects and committees.

Requirements

• 12–15 years of experience as a relationship manager in trust administration, estate administration, estate planning, or a related field.
• Experience managing complex portfolios exceeding one million and/or one billion in assets under management.
• Knowledge of fiduciary and financial products, investments, tax, legal matters, operations, fiduciary standards, and applicable regulations.
• Strong negotiation, problem-solving, delegation, leadership, organizational, and sales skills.
• JD, CFP, CPWA, or related professional designation is strongly desired.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Internal mobility and professional development opportunities.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Inclusive workplace with community and philanthropic engagement.