Senior Relationship Advisor

Location: Stuart, Florida, United States

Company

hirify.global is a global financial services company providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Manage complex fiduciary and wealth management relationships for sophisticated clients.
• Lead client discussions on goals-driven wealth management, holistic advice, products, regulatory changes, and emerging issues.
• Coordinate with clients, service teams, and professional advisors to develop and implement advisory solutions.
• Identify fiduciary risks, apply sound judgment, and support compliance with internal policies and applicable requirements.
• Build relationships with referral sources and external professional advisors to support business development.
• Mentor less experienced partners, advise Relationship Advisors, and serve as a subject matter expert on complex fiduciary relationships.

Requirements

• Extensive experience managing complex client relationships and knowledge of fiduciary and financial products and services.
• Experience with fiduciary accounts and technical knowledge of investments, tax, legal, and operational considerations.
• Strong understanding of fiduciary standards, principles, laws, and regulations.
• Strong leadership, problem-solving, negotiation, delegation, sales, communication, and organizational skills.
• College or university degree or equivalent professional experience required; JD or similar credential strongly preferred.
• Typically 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.

Culture & Benefits

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

Hiring process

• Applicants must already be authorized to work in the United States without employment-based visa sponsorship.
• Employment-based visa sponsorship is not available now or in the future, including H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, and CPT status.