Sr Account Mgr, WM Advisory

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

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 for fiduciary, investment management, estate settlement, guardianship, and custody accounts supporting complex client relationships.
• Receive client service requests, coordinate with service partners, and manage resolution through completion and follow-up.
• Oversee account setup and closure, cash movement, fee setup, documentation, system updates, and client communications.
• Support account acceptance, discretionary request analysis, compliance management, and annual account reviews.
• Assist with business development and client presentations while identifying service efficiency and process improvements.
• Serve as a subject-matter expert and mentor junior employees; may supervise daily operational work without formal management responsibility.

Requirements

• In-depth knowledge of personal trust, estate, guardianship, 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 systems knowledge, such as PeopleSoft.
• 5–7 years of experience in financial servicing or related experience or credentials preferred.
• A college or university degree and/or relevant proven work experience preferred.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community support.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.