Senior Relationship/Trust Advisor, Wealth Management

Location: Grand Rapids, MI, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

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 HNW and UHNW wealth management client relationships and account portfolios.
• Lead client conversations, provide proactive advice, and recommend fiduciary and financial solutions.
• Collaborate with client service teams, internal resources, and external professional advisors to resolve issues and implement solutions.
• Apply fiduciary standards, trust and tax law, estate planning techniques, investment principles, and risk-management practices.
• Cultivate referral relationships, identify new business opportunities, and represent hirify.global in professional and community organizations.
• Mentor less experienced partners and lead fiduciary projects and committees.

Requirements

• 12–15 years of experience in relationship management, trust administration, estate administration, estate planning, or a related field.
• Experience managing complex portfolios with more than one million and/or billion in assets under management.
• Knowledge of fiduciary and financial products, investments, tax, legal matters, operations, applicable laws, and regulations.
• Negotiation, problem-solving, delegation, leadership, sales, communication, and organizational skills.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• Experience working with high-net-worth and ultra-high-net-worth clients.
• JD, CFP, CPWA, or another related professional designation.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leadership.
• Inclusive workplace focused on supporting client and local communities.
• Opportunities to participate in philanthropy and community service.
• Reasonable accommodations are available throughout the employment process.