Investor Experience Specialist (Fintech)

Location: On-site in San Francisco, United States.

Company

hirify.global builds tax-aware investment tools that help investors retain more of their returns and has raised a Series A with Greylock Partners.

What you will do

• Own post-onboarding customer relationships and serve as the primary point of contact.
• Maintain and improve NPS, Customer Health, and CSAT scores; identify at-risk accounts and create re-engagement plans.
• Streamline workflows, improve SLA response times, implement automations, and update the help center.
• Collect customer feedback to inform product priorities and investigate platform issues with product, engineering, and operations.
• Partner with sales and marketing to ensure continuity across the customer journey.
• Educate customers on direct indexing strategies, including long-short and leveraged portfolios, margin, fees, and financing costs; support platform demos and brokerage operations such as ACATS transfers, cash transfer reviews, account openings, cost basis updates, and stock donation requests.

Requirements

• Active and good-standing FINRA licenses: SIE and Series 7, plus Series 65 or 66.
• 4–7 years of experience, preferably in fintech or wealthtech.
• Experience using and/or improving a customer ticketing SaaS tool.
• Proficiency with brokerage platforms and Microsoft Office, including Word and Excel.
• Working knowledge of margin, leverage, fees, and financing costs in brokerage accounts.
• Excellent communication and interpersonal skills, attention to detail, and solution-oriented thinking.
• A degree from an accredited university or significant relevant experience is preferred.
• Ability to work on-site from the San Francisco location.

Nice to have

• Startup experience.
• Familiarity with direct indexing and tax-loss harvesting concepts.
• Experience in a fast-paced, high-growth environment.

Culture & Benefits

• Join an early team member role within a small, collaborative Investor Experience team.
• Work directly with hirify.global's President and Chief Compliance Officer.
• Contribute to a fast-growing company with more than $1.5B in customer assets and 50% quarter-over-quarter growth.