Senior Analyst, Growth Program Operations (Financial Services)

Location: Fort Mill/Charlotte, United States

Base salary: $82,091.00–$136,784.00 per year

Company

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

What you will do

• Own daily operations for the advisor referral program, including the shared inbox, advisor inquiries, and issue resolution at expanded scale.
• Support onboarding and ongoing management for a larger base of participating advisors and referral partners.
• Coordinate with Compliance, Licensing, Onboarding, and Compensation teams to keep cases moving and complete.
• Track and resolve expectations and escalations, involving the appropriate partners and closing the loop with advisors.
• Maintain service levels and consistent advisor experience as programs scale.
• Report on volumes, turnaround times, and recurring issues, identifying process gaps for improvement.

Requirements

• Bachelor’s degree in Business, Finance, Operations, Strategy, or a related field.
• 3–6 years of experience in program management, business operations, or a related role, ideally including advisor-facing or client-facing programs.
• Strong organizational skills and comfort owning day-to-day operational workflows at volume.
• Experience coordinating across functions such as compliance, operations, and onboarding to complete work.
• Solid analytical skills and proficiency in Microsoft Office, including Excel and PowerPoint.
• Clear written and verbal communication, including advisor-facing communication.
• Working knowledge of the wealth management industry and the needs of financial advisors.

Nice to have

• Power BI experience.
• Experience with referral, solicitor, partnership, or other advisor-facing programs in financial services.
• Familiarity with compliance-sensitive processes such as compensated referrals.
• A track record of improving or streamlining processes as volume grows.

Culture & Benefits

• Collaborative, team-oriented environment focused on creativity, continuous improvement, integrity, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and flexibility intended to support professional and personal success.

Hiring process

• Applications are submitted through the LPL careers account.
• Candidate communication is conducted directly from an @lplfinancial.com email address.
• LPL does not conduct interviews in online chatroom forums or request payment or bank and credit card information during interviews.