Operations Specialist Senior (Wealth Management)

Location: PA - Pittsburgh (15222), based at the Tower at hirify.global Plaza; in-office role

Company

hirify.global is a financial services company providing banking and wealth management services.

What you will do

• Execute complex transactions and operational processes involving moderate to high risk and financial value.
• Identify exceptions, escalate complex transactions, and coordinate with internal service partners and external customers.
• Verify transaction documents for completeness, accuracy, service-level compliance, and adherence to policies.
• Advise internal and external customers and recommend improvements to operational processes.
• Support process improvement initiatives and train and onboard new hires.
• Participate in risk mitigation activities across wealth management operations.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience.
• Typically less than one year of professional experience or successful completion of a formal development program.
• Accuracy and attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
• Knowledge of operational functions, process management, products and services, and standard operating procedures.
• Ability to support customer solutions, ensure compliance, manage risk, and take personal initiative.
• Must work in the Pittsburgh office; employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Inclusive workplace focused on customer service, employee contribution, and respectful collaboration.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and tenure.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.