Senior Banking Advisor, Wealth Management

Location: Chicago, IL, United States

Salary: $137,400–$233,600 USD annually, plus a discretionary bonus that may include an equity component.

Company

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

What you will do

• Develop new client and prospect relationships and create targeted marketing strategies.
• Manage complex wealth management banking, credit, and treasury management relationships.
• Structure and negotiate complex loan and lease agreements, including pricing, interest rates, swaps, and financing documentation.
• Advise clients on Goals Driven Wealth Management and identify investment and fiduciary opportunities.
• Generate leads through centers of influence and build a partner network.
• Provide high-level consulting and leadership while directing strategic, cross-functional initiatives and solving complex problems.

Requirements

• Expertise in financial analysis and client servicing, with private or commercial lending and/or leasing experience.
• Advanced knowledge of banking, competition, and financing; knowledge of investments, trust, and financial consulting concepts.
• Strong negotiation, leadership, sales, and written and verbal communication skills.
• Ability to interpret complex business challenges, recommend best practices, and communicate difficult concepts.
• Specialized depth or breadth of expertise in the relevant discipline, with flexibility and adaptability to change.
• 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 mobility and professional development.
• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Inclusive workplace with community and philanthropy initiatives.