Associate Analyst, Client Compensation

Location: Tempe, Arizona, United States

Salary: $21.00–$34.96 per hour

Company

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

What you will do

• Develop expertise in Client Compensation Operations processing and procedures.
• Manage escalations as a dedicated liaison for compensation operations.
• Process advisor commission transactions accurately and ensure timely payments to advisors and their firms.
• Set up payout rules, products, sponsors, fees, and expenses while researching compensation issues.
• Lead firm-wide, multi-department workflow projects and support transformation initiatives.
• Review audit controls, reduce redundant requirements, and improve transparency and advisor experience.

Requirements

• 3+ years of experience in operations roles.
• Strong verbal and written communication, organization, critical thinking, and problem-solving skills.
• Ability to present complex information clearly and concisely.
• Attention to detail, adaptability, self-motivation, and responsiveness to coaching and training.
• Customer-centric approach and strong work ethic.

Nice to have

• Financial services experience.
• Knowledge of Oracle ComReg, Tumbleweed, Salesforce, Alteryx, or Varicent.
• Advanced Excel skills, including formulas, macros, and PivotTables.
• Process improvement knowledge in Lean, Agile, or Six Sigma.
• Bachelor’s degree or FINRA Securities Industry Essentials certification.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience and continuous improvement.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional total rewards supporting work and personal life.
• Opportunities to contribute to large-scale projects and organizational initiatives.

Hiring process

• Applicant communication is conducted through an official @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.