Transition Partner (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $30.70–$51.15 per hour

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Lead financial advisors and their teams through RIA conversion paths, including corporate RIA, hybrid RIA, new RIA, and independent financial advisor structures.
• Coordinate transition activities, establish timelines, set expectations, and maintain alignment through conversion and status changes.
• Act as the primary point of contact, answer inquiries, provide policy and procedure knowledge transfer, and educate clients throughout the transition journey.
• Research complex topics, facilitate resolution, and coordinate with internal departments to support on-time conversions.
• Maintain communication records in Salesforce and monitor the conversion pipeline, proactively engaging clients.
• Support a positive customer experience while following conversion procedures, checklists, and organizational best practices.

Requirements

• Work location: Fort Mill or Charlotte.
• At least 2 years of financial services experience.
• At least 1 year of customer service or consulting experience.
• Strong customer focus, communication, organization, relationship-building, and relationship-management skills.
• Ability to work with customers, employees, and management at all levels in a fast-paced, team-oriented environment.

Nice to have

• FINRA license.
• Associate degree; a bachelor’s degree is a plus.

Culture & Benefits

• Full-time employment in a collaborative, team-oriented environment.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Training and ongoing updates on organizational policies and procedures.