Sr. Relationship Advisor, Manager (Wealth Management)

Location: Phoenix, AZ. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship; visa sponsorship is not available.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage a portfolio of wealth management clients and work with clients and professional advisors to understand goals, needs, governing documents, and account agreements.
• Provide proactive, holistic, goals-driven advice on products, services, regulatory and tax changes, estate planning, financial planning, investments, and fiduciary matters.
• Apply fiduciary standards, policies, laws, and risk-management practices while identifying and resolving fiduciary risks.
• Build relationships with referral sources and centers of influence, develop new business, and represent hirify.global in community and professional organizations.
• Teach and mentor less experienced partners and advise Relationship Advisors on fiduciary issues.
• Travel to meet clients when appropriate based on revenue, business-development, or servicing needs.

Requirements

• College or university degree and/or relevant proven work experience.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or related fields.
• Knowledge of fiduciary and financial products and services, investments, tax, legal and operational matters, fiduciary standards, principles, laws, and regulations.
• Skills in negotiation, problem solving, delegation, leadership, sales, consensus building, and explaining difficult or sensitive information.
• Ability to exercise judgment based on multiple sources of information and provide prudent fiduciary and advisory guidance.
• Eligibility to serve as LRM in PCA and PCS.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Internal movement is encouraged and senior leaders are accessible.
• Inclusive workplace focused on supporting clients and communities.
• Employees are encouraged to contribute time and talent to community philanthropy.
• Reasonable accommodations are available throughout the employment process.