Investment Client Onboarding Senior Specialist (Hybrid)

Location: Hybrid, Milwaukee, WI Corporate, United States

Salary: $70,320–$105,480 per year; geographic-specific ranges of $77,360–$116,040 and $80,880–$121,320 may apply.

Company

hirify.global is a long-established financial services company focused on helping clients achieve financial security through insurance, investment, and advisory services.

What you will do

• Create investment proposals, generate new account paperwork, enter transfer requests, and process ACH and cash management instructions accurately.
• Track account status in investment systems and contact contra-firms regarding transfer progress.
• Use critical thinking and judgment to resolve account transfer requests, escalating issues that require advanced knowledge.
• Recommend and implement improvements to standard work and operational processes.
• Mentor less experienced staff, perform final quality checks, and support development and training of junior team members.
• Manage weekly calls with advisors and staff to provide account status updates and background information on work in progress.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• At least three years of financial services experience, including knowledge of hirify.global investment products, markets, technologies, and services.
• At least one year of experience with investment operations activities such as new account opening or transfers.
• FINRA Series 7 certification.
• Effective written and verbal communication, consultation, organizational, and rapport-building skills, with the ability to influence positively, collaborate, and negotiate with department and field stakeholders.
• Strong analytical, problem-solving, attention-to-detail, accuracy, and decision-making skills for ambiguous situations.
• Strong mentoring and coaching skills, including the ability to lead junior team members’ development and training.
• Skills in consulting, cross-functional partnering and planning, customer centricity, financial acumen, learning agility, and critical thinking.
• Fingerprinting is required because the position is classified as a Registered Representative under NMIS guidelines; FINRA SIE is also listed.

Culture & Benefits

• Work within the Wealth Operations team supporting advisors and Network Office teams through the growing investment client onboarding service.
• Collaborate across the home office, sales force, department, and field to support sales and growth objectives.
• Opportunities for employee, career, and business development.
• Work in an environment focused on client interests, trust, community support, and inclusion.