Investment Client Onboarding Senior Specialist

Location: Milwaukee, WI Corporate; hybrid position

Salary: $70,320–$105,480 per year. Geographic-specific pay structures may apply, including $77,360–$116,040 and $80,880–$121,320.

Company

hirify.global provides financial security solutions and supports advisors and sales-force operations through its Wealth Operations organization.

What you will do

• Create investment proposals and new account paperwork.
• Enter transfer requests and ACH/cash management instructions with a high degree of accuracy.
• Track account status in investment systems and contact contra-firms regarding transfers.
• Resolve account-transfer issues, apply judgment to non-standard requests, and escalate complex cases when needed.
• Recommend process improvements and conduct final quality checks for peers and junior staff.
• Lead advisor status calls and mentor less experienced team members.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least three years of financial services experience, including knowledge of investment products, markets, technologies, and services.
• At least one year of investment operations experience, such as new account opening or transfers.
• FINRA Series 7 required; the position is classified as a Registered Representative and requires fingerprinting.
• Strong analytical, problem-solving, organizational, communication, consultation, and attention-to-detail skills.
• Ability to make sound decisions in ambiguous situations and mentor or coach junior team members.

Culture & Benefits

• Collaborative work across the home office, sales force, advisors, and Network Office teams.
• Customer-first approach focused on improving services, systems, and processes.
• Opportunities to contribute to the development and growth of the investment client onboarding service.
• Full-time employment with transparent compensation ranges.