Senior Operations Specialist - Wealth Advisors Group (Wealth Management)

Location: Austin, TX, United States

Salary: $23.57–$39.32 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with advisor affiliation models, investment solutions, fintech tools, custody, and practice management services.

What you will do

• Provide operational support to corporate-based financial advisors and their clients.
• Open and maintain accounts, prepare forms, process money movement, transfers, distributions, and other account activities.
• Respond to client and partner inquiries by phone, email, fax, mail, and monitored team mailboxes.
• Research complex issues, resolve notifications and NIGOs, route escalations, and communicate task status.
• Conduct proactive outreach regarding RMDs, account repapering, distributions, and 1099s.
• Coordinate with clients, advisors, broker-dealers, and operations teams while preparing reports and proposals.

Requirements

• Bachelor’s degree or equivalent years of industry experience.
• At least 2 years of customer service or operations experience.
• Strong verbal and written communication, interpersonal, problem-solving, organizational, and attention-to-detail skills.
• Ability to prioritize tasks, explain complex information clearly, exercise business judgment, and perform under pressure.
• Ability to work directly with clients and maintain professional relationships with advisors and internal partners.

Nice to have

• SIE and Series 7 licenses.
• Experience training and developing other employees.

Culture & Benefits

• Collaborative, team-oriented environment focused on client service and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to support clients and families through sensitive situations such as death or divorce.
• Resources and services designed to support financial advisors, institutions, and investors.

Hiring process

• Application and direct communication through an official @lplfinancial.com email address.
• LPL states that interviews are not conducted online or in chatroom forums and that applicants will not be asked for payment or bank and credit card information.