Sr. Portfolio Advisor, Global Family Office Group

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

Salary: $164,600–$225,000 USD annual base pay, plus a discretionary bonus program that may include an equity component.

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 for large and sensitive high-net-worth personal trusts and individual investment portfolios.
• Develop and recommend investment allocations and manager selections, and direct their execution.
• Analyze and continuously revise investment strategies in line with client goals, objectives, and needs.
• Coordinate portfolio activity and communicate client requirements across the broader client service team.
• Lead regular client investment reporting and relationship reviews.
• Apply portfolio research methodologies, investment tools, strategies, and capabilities across all asset classes.

Requirements

• Minimum 15 years of investment, asset allocation, or research experience.
• Experience advising ultra-high-net-worth or family office clients across multiple market cycles, including protracted down markets.
• Knowledge of portfolio management theory, financial principles, investment strategies, instruments, and execution options.
• Familiarity with family office structures, trust types, sophisticated investment vehicles, and all asset classes.
• Strong alternatives experience at the fund or manager level and deep client engagement skills.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Culture & Benefits

• Flexible and collaborative work culture with a focus on financial strength, stability, and inclusion.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Opportunities for internal mobility, accessible senior leadership, and community philanthropy.