Senior Portfolio Advisor II, Wealth Management (Investment Management)

Location: Grand Rapids, MI, United States; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $156,370–$273,600 USD annually, plus a discretionary bonus that may include an equity component.

Company

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

What you will do

• Manage complex, fee-producing investment accounts for high-net-worth personal trusts and individual investors.
• Develop, recommend, and execute investment programs aligned with individual client objectives.
• Analyze and continuously revise investment strategies as client goals and needs change.
• Generate new business, meet sales targets, capture share of wallet, and develop referral relationships.
• Coordinate portfolio activity with clients, co-trustees, consultants, attorneys, legal partners, and the broader client service team.
• Apply investment methodologies, national guidelines, peer-review feedback, reporting requirements, and sound risk management practices.

Requirements

• 12+ years of investment management experience with a record of consistent long-term investment performance.
• Experience as a Senior Portfolio Advisor in wealth management for ultra-high-net-worth clients.
• Technical expertise across a broad range of investment solutions, strategies, instruments, and marketplaces.
• Knowledge of portfolio management theory, accounting, and financial principles.
• Strong decision-making, sales, negotiating, and client relationship skills.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• MBA and/or CFA, CFP, CIMA, CPWA, or CAIA certification.
• Experience leading functional teams or moderately complex projects.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional development.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Inclusive workplace with opportunities to support community and philanthropic initiatives.