Operations Analyst Senior (Wealth Management)

Location: In-office in Cleveland, OH or Pittsburgh, PA, United States.

Base salary: $37,500.00–$62,500.00 per year.

Company

hirify.global provides banking and wealth management services with a focus on customer experience, risk management, and an inclusive workplace.

What you will do

• Execute routine and complex transactions and processes across specialized products or functional areas.
• Identify and address exceptions, escalate complex transactions, and coordinate with internal service partners and external customers.
• Prepare and verify materials and documentation required to complete transactions.
• Provide consultation and advice to internal and external customers.
• Review processes, recommend improvements, support implementation, and contribute to process improvement projects.
• Review transactions for accuracy, completeness, service-level compliance, and adherence to policies; support risk mitigation and onboarding activities.

Requirements

• Typically requires an associate degree or equivalent and 3+ years of related experience or product knowledge.
• In lieu of a degree, a comparable combination of education, job-specific certification, and experience, including military service, may be considered.
• Accuracy and attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
• Knowledge of operational functions, process management, products and services, and standard operating procedures.
• Ability to ensure compliance, manage risk, and follow established policies and procedures.

Nice to have

• Accountability, customer solutions, personal initiative, results orientation, process improvement, risk mitigation strategies, and standard operating procedures.

Culture & Benefits

• Full-time, in-office role with a supportive and inclusive workplace culture.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• Life insurance, disability protection, 401(k) matching, pension, stock purchase plans, and dependent-care support.
• Educational assistance, wellness programs, and family-related reimbursement programs.
• Paid parental leave, up to 11 holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and service.
• hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Hiring process

• The opening is generally expected to remain posted for two business days from 10/28/2026, subject to business discretion.
• Accommodation requests may be submitted by email with “accommodation request” in the subject line and the applicant’s name, job ID, and preferred contact method.