Onboarding Specialist II (Wealth Management)

Location: Dallas, 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 clients through investment management, wealth strategy, and family office services.

What you will do

• Oversee end-to-end onboarding for new clients and accounts, from wealth management agreement generation through account setup and funding.
• Prepare and process custodial forms, wealth management agreements, transfer forms, and required disclosures.
• Coordinate client signatures through DocuSign or mail and address questions throughout onboarding.
• Manage asset transfers, including ACATs, rollovers, and wires.
• Collaborate with client service specialists and internal teams to collect information and complete onboarding 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 systems quickly.
• Strong verbal, written, analytical, and organizational skills, with the ability to work independently and follow through on client needs.
• Confidential handling of client and firm matters.
• Must be at least 18 and 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 stated exceptions.

Culture & Benefits

• Collaborative, client-first work environment focused on a respectful and inclusive employee experience.
• 401(k) plan with employer matching and subsidized medical plan options.
• Employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.