Senior Investment Officer

Location: Los Angeles, CA, United States; full-time onsite role

Salary: $236,555–$414,115 USD annually, plus benefits and a discretionary bonus program that may include equity.

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 and portfolios for major fee-revenue-producing accounts, including complex high-net-worth trusts and individual portfolios.
• Develop and continuously revise investment strategies aligned with client goals, objectives, and changing needs.
• Coordinate portfolio activity with clients, co-trustees, consultants, legal professionals, attorneys, and broader client service teams.
• Oversee investment practice execution in the local market, including best-practice adherence, risk management, peer reviews, training, and new capability rollouts.
• Lead, hire, retain, and develop local investment teams in partnership with regional and local leadership.
• Support new business development, strategic planning, committees, and the resolution of highly complex or unusual investment problems.

Requirements

• 15+ years of investment experience as a portfolio manager with a consistent record of meeting account objectives and client goals.
• Experience as a Senior Portfolio Advisor in wealth management for ultra-high-net-worth clients.
• Strong knowledge of portfolio management theory, accounting, financial principles, investment strategies, and investment instruments.
• Strong sales, negotiation, leadership, organizational, communication, and commercial skills.
• Technical expertise across a broad range of investment solutions and sound risk management practices.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• MBA and/or CFA, CFP, CIMA, CPWA, or CAIA certification.
• Experience leading functional teams or projects with moderate resource, risk, or complexity requirements.

Culture & Benefits

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