Account Manager - Investment Associate

Location: Grand Rapids, MI, United States; full-time, onsite role

Company

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

What you will do

• Prepare client presentations, portfolio materials, custom asset allocations, and performance reviews.
• Communicate with clients, Portfolio Advisors, and Client Service partners to resolve requests and facilitate service changes or transactions.
• Process cash requests, trades, stock gifts, remittances, certificates, and DTC transfers within established deadlines.
• Analyze accounts against investment guidelines, identify issues, and rebalance portfolios under Portfolio Advisor guidance.
• Maintain investment objective letters, account documentation, coding, records, and compliance meeting processes.
• Run reports, research tax-cost discrepancies, and coordinate corrections with the tax department.

Requirements

• At least 1 year of relevant work experience.
• Demonstrated interest in investments.
• Initiative, diligence, attention to detail, and effective priority management.
• Authorization to work in the United States without current or future employment-based visa sponsorship.
• Ability to follow National Investment Guidelines and established trade-processing deadlines.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on serving clients and communities.
• Employee philanthropy and community service opportunities.
• Reasonable accommodations are available during the employment process.