Wealth Operations and Complex Case Support Specialist (Wealth Management)

Location: New York, United States. Must be legally authorized to work in the United States without current or future employer sponsorship.

Salary: $82,770–$135,975 annual base pay, with potential eligibility for additional incentive compensation.

Company

hirify.global provides insurance and financial services focused on supporting clients’ financial well-being.

What you will do

• Lead end-to-end implementation oversight for large, complex, and multi-product wealth cases from post-sale through funding, execution, and completion.
• Act as a senior escalation and advisory partner to investment advisers, third-party sponsors, and internal teams.
• Guide advisors through systems, documentation, account structures, sequencing, dependencies, and execution requirements.
• Coordinate with business development, service, trading operations, compliance, licensing, clearing partners, custodians, and platform sponsors.
• Identify operational risks, handoff issues, escalation points, and process gaps, then recommend solutions that improve delivery and controls.
• Develop training, reference materials, and process guidance while supporting pilot programs and scalable improvements.

Requirements

• Experience in wealth management operations, including exposure to advisory, annuity, or alternative investment products.
• Strong knowledge of complex operational workflows, systems, and documentation requirements.
• Experience partnering directly with advisors or frontline teams in execution-focused environments.
• Ability to manage multiple dependencies, handoffs, and escalation points.
• Clear, calm communication skills for explaining complex processes step by step.
• Sound judgment, accountability, and comfort working in evolving or pilot environments.

Culture & Benefits

• Full-time employment with benefits eligibility.
• Support for professional and personal goals through skill-building and leadership development.
• Flexible and inclusive benefits and resources focused on employee well-being.
• Opportunities for philanthropic involvement and community building.
• Workplace accommodations are available for qualified applicants and employees.