Senior Portfolio Advisor II

Location: Atlanta, GA; 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

• Lead portfolio strategy and management for complex high-net-worth and ultra-high-net-worth clients.
• Translate market insights and portfolio strategies into clear, actionable investment advice.
• Adapt portfolios to changing market conditions and client objectives.
• Build trusted relationships with clients, relationship managers, client service partners, and investment specialists.
• Support new business opportunities and deepen client engagement through investment expertise.
• Share insights and contribute to team expertise and development.

Requirements

• 12+ years of investment management experience with a strong record of results.
• Experience advising high-net-worth and ultra-high-net-worth clients on complex investment needs.
• Deep knowledge of investment strategy, portfolio construction, and financial markets.
• Ability to explain complex market and portfolio concepts clearly in client-facing advice.
• Strong collaborative communication and relationship-building skills.
• A college or university degree is required or preferred.
• U.S. work authorization is required without the need for employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture focused on financial strength and stability.
• Internal movement is encouraged and senior leaders are accessible.
• Inclusive workplace with opportunities to support local communities through philanthropy.
• Reasonable accommodation is available during the employment process.