Senior Portfolio Advisor II, WM (Wealth Management)

Location: Winnetka, Illinois, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $164,600–$288,000 USD per year, plus 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 complex, fee-producing investment accounts for high-net-worth personal trusts and individual investors.
• Develop and direct investment programs aligned with individual client objectives.
• Analyze and continuously revise investment strategies as client goals and needs change.
• Generate new business, meet sales targets, win new business, and develop relationships with key centers of influence.
• Coordinate portfolio activity with clients, co-trustees, consultants, attorneys, legal partners, sales, and relationship management teams.
• Participate in investment committees, thought leadership, educational events, national initiatives, and special projects.

Requirements

• 12+ years of investment management experience with a record of consistent long-term performance.
• Experience as a Senior Portfolio Advisor in wealth management for ultra-high-net-worth clients.
• Technical expertise across a broad range of investment solutions, strategies, instruments, and marketplaces.
• Strong decision-making, sales, and negotiating skills.
• Knowledge of investment and portfolio management theory, accounting, and financial principles.
• U.S. work authorization is required; employment-based visa sponsorship is not available now or in the future.

Nice to have

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

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional development.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.