Associate Advisor Relationship Manager (Insurtech)

Location: Urbandale, IA, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and clients nationwide.

What you will do

• Serve as a day-to-day contact for assigned advisors and internal business partners, providing responsive and professional support.
• Manage routine and moderately complex advisor inquiries, communicate status updates, and escalate higher-risk matters appropriately.
• Support brokerage and advisory operations, including distributions, wires, ACH requests, transfers, account servicing, and operational exceptions.
• Coordinate with custodians, clearing firms, and internal teams to resolve service requests and maintain accurate documentation.
• Identify recurring service issues and process gaps, recommend workflow improvements, and support team projects.
• Collaborate with Operations, Compliance, Technology, Trading, and other functional teams to improve advisor service delivery.

Requirements

• 2–4 years of experience in wealth management, financial services, brokerage operations, an RIA, broker-dealer, custodian, or clearing firm environment.
• Bachelor’s degree in Business, Finance, Economics, or a related field preferred, or equivalent relevant industry experience.
• Experience supporting financial advisors or client relationships strongly preferred.
• Strong client service, relationship-management, written and verbal communication, organizational, and follow-through skills.
• Ability to manage multiple priorities, research issues, identify solutions, and determine when escalation is appropriate.
• Developing knowledge of brokerage, advisory, and wealth management operations.
• Ability to collaborate effectively across teams and build productive working relationships.
• Comfort operating in a fast-paced, evolving environment with professionalism and accountability.

Nice to have

• Familiarity with custodial or clearing platforms such as Fidelity, Schwab, Pershing, or similar platforms.
• FINRA Series 7 and/or Series 66, 63, or 65, depending on assigned responsibilities.
• Experience with CRM, workflow, account management, or wealth management technology.

Culture & Benefits

• Family-like environment focused on employee support and professional growth.
• Hyper-growth company with opportunities to accelerate career development.
• Competitive compensation package with benefits supporting employees and their families.
• Culture focused on collaboration, accountability, continuous improvement, and exceptional advisor experience.