Senior Client Success Specialist (Wealth Management)

Location: Boston, Massachusetts, United States; onsite 4 days per week

Salary: $70,000–$95,000 USD per year

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through investment management, wealth strategy, and family office services.

What you will do

• Manage the complete client life cycle for assigned relationships and maintain strong relationships with clients, colleagues, and external partners.
• Prepare and process onboarding documentation, money movements, asset transfers, charitable contributions, and required minimum distributions.
• Monitor cash and account activity, custodian alerts, submitted requests, and external alternative investments.
• Prepare for client meetings, manage follow-up documentation, and proactively anticipate client needs.
• Complete subscription agreements and track capital calls and distributions for alternative investments.
• Administer trust accounts and coordinate requests with custodians including Schwab, Fidelity, and other third-party institutions.

Requirements

• Bachelor’s degree and at least five years of experience at an RIA or similar financial services company.
• Experience working with outside custodians, trust accounts, and trust administration processes.
• Proficiency in Salesforce, Addepar or a similar CRM system, as well as Microsoft Office.
• Strong verbal and written communication, analytical, organizational, and time management skills.
• Exceptional attention to detail, accuracy, confidentiality, sound judgment, and the ability to manage multiple priorities.
• Must have unrestricted authorization to work in the United States; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to limited exceptions.

Culture & Benefits

• Collaborative partnership model focused on client-first service and collective expertise.
• 401(k) plan with employer matching and subsidized medical plans.
• Employer-paid dental, vision, life, AD&D, and short- and long-term disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.