Succession Operations Specialist

Location: Hybrid in Saint Petersburg, Florida, United States; less than 25% travel, including onsite branch visits and conferences.

Company

hirify.global provides financial services and supports financial advisors with succession, acquisition, and practice-management operations.

What you will do

• Support financial advisors and Succession & Acquisition Consultants with business continuity, succession, and teaming processes.
• Coordinate the preparation, documentation, review, processing, and recording of catastrophic and long-term succession plans and purchase agreements.
• Serve as a liaison with internal functional areas, financial advisors, branch owners, and external stakeholders to resolve operational inquiries.
• Act as a closing specialist by setting up split financial-advisor numbers, moving accounts, completing documentation, updating CRM and Salesforce cases, and submitting payment requests.
• Maintain files, records, inventories, and data-management systems while performing quality assurance and tracking case progress.
• Coordinate webinars, meetings, events, travel arrangements, and campaigns to collect catastrophic agreements.

Requirements

• Bachelor’s degree in Business Administration, Finance, or an equivalent combination of education, training, and experience.
• One to three years of securities-industry experience; the posting also lists three to six years of general experience.
• Knowledge of succession planning, mergers and acquisitions, securities-industry regulations, financial-services practice management, and back-office systems.
• Experience reviewing contracts, gathering and analyzing data, and maintaining accurate agreements, reports, records, and databases.
• Strong organizational, time-management, communication, questioning, listening, problem-solving, and customer-service skills.
• Proficiency with Microsoft Office, Excel, PowerPoint, CRM and Salesforce-related data management.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Work environment focused on developing, collaborating, deciding, delivering, and improving.
• Client-first, integrity, independence, and long-term decision-making values.
• Equal-opportunity workplace that values diverse backgrounds and experiences.