Investment Associate, Wealth Management

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

Salary: $55,800–$89,400 USD annually, plus potential discretionary bonus.

Company

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

What you will do

• Manage administrative aspects of client portfolios, including account setup and report ordering.
• Prepare portfolio materials for client review meetings and present predetermined materials.
• Coordinate with clients and Portfolio Advisors to respond to requests, inquiries, and transaction instructions.
• Support monthly compliance reviews, New Account Review processes, and related documentation.
• Check investment account cash availability for transfers and escalate cash-raising needs to the Portfolio Advisor.
• Act as the primary contact for smaller relationships and answer less-complex investment questions.

Requirements

• 0–2 years of experience in the financial services industry.
• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Ability to meet deadlines and resolve client or administrative issues accurately.
• Ability to learn and use multiple systems and understand how teams collaborate across processes.
• Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal movement and career development.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.