Account Manager, WM Advisory (Wealth Management)

Location: New York, NY, United States; full-time on-site role

Salary: $77,625–$128,225 USD per year, 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 individuals, families, corporations, and institutions.

What you will do

• Coordinate administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Manage client service requests, resolve issues, communicate progress, and maintain action plans and follow-up.
• Coordinate account opening and closing, cash movement, fee setup, transaction processing, and documentation with Client Support Services.
• Support Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors with account acceptance, discretionary request analysis, compliance management, and annual reviews.
• Maintain accurate account and systems information, governing-document knowledge, service records, and client communications.
• Identify service improvements and assist with client meetings, presentations, and business development.

Requirements

• 5–7 years of experience in financial servicing or related experience or credentials preferred.
• In-depth knowledge of personal trust, estate, guardian, and advisory services and products.
• Knowledge of internal bank trust functions.
• Excellent oral and written communication, analytical, problem-solving, organizational, flexibility, and adaptability skills.
• Technical and systems knowledge, including business applications such as PeopleSoft.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal movement and professional development.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance options.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.