Representative Lead, BPS Client Service & Support

Location: US WI MKE 4900, United States

Company

hirify.global provides financial technology and outsourcing operations supporting client onboarding, custody conversions, and securities processing.

What you will do

• Represent hirify.global and BPS Outsourcing Operations in client and vendor meetings during custody conversion events.
• Create and manage project plans, coordinate internal and external stakeholders, and hold parties accountable for deliverables.
• Analyze holdings data, client processes, forms, reports, and operational requirements to define software utilization.
• Create data maps and transaction workflow documents that specify how information will be converted into hirify.global systems.
• Coordinate securities and cash movements between custodians and depositories, including DTCC, NSCC, and BNYM.
• Lead readiness reviews, testing, conversion-week support, reconciliation, issue resolution, and post-conversion maintenance.

Requirements

• Bachelor’s degree in business or a related field, or an equivalent combination of education, training, and experience.
• Fundamental understanding of the securities industry; experience with asset movement is preferred.
• Ability to translate client requirements into technical specifications and explain them to technical and customer groups.
• Strong analytical, problem-solving, documentation, negotiation, communication, and relationship-management skills.
• Intermediate to advanced MS Excel skills and the ability to analyze complex data and perform reconciliations.
• Ability to facilitate project meetings, coordinate testing and training, and work effectively in a fast-paced environment.

Nice to have

• Experience with TrustDesk, AddVantage, bank reconciliation, accounting, or reconciliation in a large financial institution.
• Power BI, MS Access, MS Project, CoPilot, or Agentic AI experience.
• Lean, Six Sigma, or PMP certification.

Culture & Benefits

• Full-time position on a cross-functional Operations Client Onboarding Team.
• Work supports multiple sites, lines of business, and hirify.global systems.
• Role includes direct collaboration with clients, programmers, custodians, mutual fund representatives, and internal operations teams.
• US-based positions may require a drug test after a conditional offer.