Associate II, Wealth and Investments (Investment Operations)

Location: Omaha - FN Business Park; hybrid schedule with in-person collaboration three days per week and remote flexibility two days per week.

Salary: $63,288.00-$104,425.00 base pay annually.

Company

hirify.global is a financial services organization providing banking, wealth management, and investment services.

What you will do

• Trade and support approximately 1,200 advisory accounts representing approximately $550MM in assets under management, including purchases, sales, and rebalancing.
• Maintain investment products, update mutual fund models, monitor proxy voting, and provide backup coverage for investment management platforms.
• Complete annual investment reviews, maintain compliance documentation, and troubleshoot platform issues with the broker-dealer.
• Attend investment committees and develop reporting and analysis for investment decisions and senior leadership.
• Review and improve trading and operational workflows, identify risks and efficiencies, and escalate exceptions appropriately.
• Coordinate with advisors and cross-functional partners, communicate operational dependencies and timelines, and support stakeholder expectations.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent experience.
• Proficiency with Microsoft Office, especially Excel, with strong analytical, organizational, and time management skills.
• Exceptional attention to detail and ability to manage multiple priorities independently.
• Ability to collaborate effectively across business units and communicate clearly with varied audiences.
• At least one year of wealth management and/or operations experience is preferred.
• Unrestricted US work authorization is required; future visa sponsorship is not available.

Nice to have

• Experience with Advent APX, Moxy, Raymond James Advisor Access, or UWP.
• Knowledge of TrustDesk, securities settlement processes, CFA Institute performance standards, and brokerage or investment management compliance.

Culture & Benefits

• Hybrid work environment balancing in-person collaboration with remote work flexibility.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions and health savings account options.
• Paid time off, short-term and long-term disability insurance, and employee banking.
• Growth opportunities and tuition assistance.