Advisor Transitions Specialist

Location: Remote - United States

Company

hirify.global is an AI-native registered investment advisor building a technology platform and operational infrastructure for independent financial advisors.

What you will do

• Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
• Prepare, validate, and submit account paperwork while minimizing not-in-good-order submissions and preventing transfer delays.
• Prepare and validate data across multiple concurrent transitions, maintaining high accuracy and clear documentation.
• Serve as the day-to-day point of contact for transitioning advisors, providing proactive updates and keeping transitions on schedule.
• Coordinate with custodians, vendors, Operations, Product, and Client Servicing teams to resolve blockers.
• Monitor transition progress, flag risks early, and improve scalable and automated workflows.

Requirements

• 3–5+ years of experience in client operations, account transitions, onboarding, or account management within wealth management.
• Hands-on experience with multiple custodians and account transfer or onboarding paperwork.
• Strong organization, attention to detail, data hygiene, spreadsheet, and validation skills across deadline-driven workstreams.
• Excellent communication and relationship-building skills, including the ability to keep advisors informed under pressure.
• Ability to learn custodial platforms, tools, and AI technologies quickly in a high-growth environment.
• Collaborative, self-starting approach with strong ownership and adaptability.

Nice to have

• Experience with Schwab or Fidelity custodial platforms.
• Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce.
• Power-user proficiency with Excel or Google Sheets, including lookups, data validation, and cleaning messy files.
• Experience at a high-growth startup, custodian, RIA, or broker-dealer.
• Experience using AI tools for data or document validation, drafting, or summarization.

Culture & Benefits

• Full-time employment with a remote work arrangement for the United States.
• Competitive salary and equity package.
• Unlimited paid time off and paid company holidays.
• Medical, dental, vision, mental health, health concierge, counseling, and employee assistance benefits.
• 401(k), commuter, and HSA/FSA plans.
• New York City office with lunch and snacks provided.