Operations Analyst Senior - Wealth Management

Location: Cleveland, Ohio, United States; in-office position. Other listed location: Pittsburgh, Pennsylvania.

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

Company

hirify.global is a financial services company serving customers through banking and wealth management operations.

What you will do

• Execute routine and complex transactions and processes involving varying levels of risk and financial value.
• Identify exceptions and escalate complex transactions while coordinating with internal service partners and external customers.
• Prepare and verify documentation, materials, equipment, transaction accuracy, and compliance with established procedures and service levels.
• Advise internal and external customers and recommend or help implement process improvements.
• Contribute to risk mitigation, process improvement projects, and training and onboarding for new hires.

Requirements

• Typically requires an associate degree or equivalent and 3+ years of related experience or product knowledge.
• A comparable combination of education, job-specific certifications, and experience, including military service, may substitute for the degree.
• Knowledge of operational functions, process management, products and services, and standard operating procedures.
• Accuracy and attention to detail, effective communication, problem solving, and ability to manage multiple priorities.
• Ability to focus on customers, manage risk, ensure compliance, and support process improvements.
• No required certifications, licenses, or language assessments.

Culture & Benefits

• Full-time employment in an in-office environment with an inclusive and accessible workplace culture.
• Benefits may include medical, prescription, dental, vision, life and disability coverage, HSA, 401(k) matching, pension, and stock purchase plans.
• Educational assistance, wellness programs, dependent-care support, and adoption, surrogacy, and doula reimbursement may be available.
• Paid time off may include up to 11 holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and service.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Hiring process

• Accommodation requests should be sent to AccommodationRequest@hirify.global.com with “accommodation request” in the subject, the applicant’s name, job ID, and preferred contact method, or requested by phone through Workday assistance.
• The opening is generally expected to remain posted for two business days from October 28, 2026, subject to business discretion.