Operations Analyst Senior - Wealth Management

Location: In-office in Cleveland, Ohio (44114), United States

Base salary: $37,500–$62,500 per year

Company

hirify.global provides banking and wealth management services with a focus on customer experience, operational controls, and risk management.

What you will do

• Execute routine and complex transactions and processes across specialized wealth management products or functional areas.
• Identify exceptions, resolve issues, and escalate complex transactions when needed.
• Coordinate with internal service partners and external customers to complete transactions.
• Review documentation and transactions for completeness, accuracy, service-level compliance, and policy adherence.
• Advise customers and internal partners, recommend process improvements, and support implementation.
• Contribute to risk mitigation projects and assist with training and onboarding new employees.

Requirements

• Associate degree or equivalent combination of education, certification, and relevant experience.
• Typically, 3+ years of related experience or product knowledge.
• Accuracy, attention to detail, effective communication, and problem-solving skills.
• Experience managing multiple priorities, operational functions, process management, and standard operating procedures.
• Ability to support compliance, risk management, customer solutions, and process improvement.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Eligible full-time employees may receive medical, prescription, dental, vision, life, and disability coverage.
• Benefits may include a 401(k) match, pension, stock purchase plan, dependent care support, and educational assistance.
• Paid time off may include up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Wellness programs and financial incentives are available.