Onboarding Specialist II (Wealth Management)

Location: Houston, Texas; onsite four days per week

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 end-to-end onboarding process for new clients and accounts, from wealth management agreement generation through account setup and funding.
• Prepare and process custodial forms, wealth management agreements, transfer documents, and required disclosures.
• Coordinate client signatures through DocuSign or mail and respond to onboarding questions.
• Manage ACATs, rollovers, wires, and other asset transfers.
• Collaborate with client service specialists and internal teams to complete onboarding accurately and on time.

Requirements

• Bachelor’s degree from an accredited institution.
• 2–3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, and DocuSign, or the ability to learn these platforms quickly.
• Excellent verbal, written, analytical, organizational, and follow-through skills.
• Ability to work independently, collaborate effectively, and maintain confidentiality.
• Must work onsite four days per week and have unrestricted authorization to work in the United States.

Culture & Benefits

• Collaborative, client-first environment focused on professional growth and employee development.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, and spending account benefits.
• Paid maternity and parental leave, professional designation support, and training reimbursement.
• Volunteer days, commuter benefits, and corporate discounts.