Senior Portfolio Advisor II (Wealth Management)

Location: Atlanta, GA, United States; full-time, on-site role

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 investment activities for complex, high-net-worth personal trust and individual investment portfolios.
• Develop and direct goals-based investment programs tailored to individual client objectives.
• Analyze and continuously revise investment strategies as client goals and market conditions change.
• Advise clients, co-trustees, consultants, internal partners, and external advisors on portfolio activity and investment concepts.
• Generate new business through client relationships, referral sources, sales partners, and external events.
• Apply investment expertise to thought leadership, risk governance, committees, special projects, and team leadership.

Requirements

• Minimum 15 years of investment experience, potentially including investment research.
• Advanced portfolio management, investment judgment, and client advisory skills.
• Knowledge of investment theory, accounting, financial principles, investment strategies, instruments, and marketplaces.
• Ability to manage complex client relationships and create tailored investment solutions.
• Strong decision-making, sales, negotiation, communication, and relationship-building skills.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Experience leading projects or functional teams with moderate resource, risk, or complexity requirements.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting clients and local communities.
• Employee philanthropy and community service are encouraged.
• Reasonable accommodations are available throughout the employment process.