Field Shared Services Wealth Ops Specialist (Investment Operations)

Location: Milwaukee, Wisconsin, United States; hybrid schedule with 3 days onsite at the downtown corporate office

Salary: $56,640–$84,960 annually; geographic pay structures may range from $62,320–$93,480 or $65,120–$97,680 USD depending on location.

Company

hirify.global provides financial security solutions and supports clients through its financial professionals and investment services.

What you will do

• Create investment proposals, new account paperwork, transfer requests, and ACH or cash management instructions.
• Track investment account status and coordinate with contra-firms on transfer progress.
• Resolve account transfer issues, apply judgment to non-standard requests, and escalate complex cases when needed.
• Lead weekly advisor calls, provide work-status updates, and share service best practices.
• Recommend and implement improvements to standard work and operational processes.
• Mentor junior staff, perform peer quality checks, and support training and development.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least 2 years of financial services experience, including knowledge of hirify.global investment products, markets, technologies, and services.
• At least 1 year of investment operations experience, such as new account opening or transfers.
• Strong analytical, organizational, communication, problem-solving, judgment, and attention-to-detail skills.
• Ability to collaborate with advisors and internal teams, influence stakeholders, and negotiate to maintain operational efficiency.
• FINRA Series 7 preferred, or ability to obtain it within 6 months; fingerprinting and required forms are mandatory.

Culture & Benefits

• Work within Field Shared Services and Wealth Operations in partnership with advisors and Network Office teams.
• Opportunity to contribute to the development and evolution of investment client onboarding services.
• Supportive environment focused on client interests, collaboration, continuous improvement, and professional development.
• Full-time employment with transparent compensation ranges.