Operations Specialist (P&S) (Fintech)

Location: Dallas; hybrid office environment, 3 days per week

Company

hirify.global builds fintech software for digital wealth management and access to financial markets, serving clients including Stash, Betterment, SoFi, Webull, and eToro.

What you will do

• Process and verify daily purchase and sale transactions across equities, fixed income products, and derivatives.
• Perform trade reconciliation, investigate breaks and posting errors, and determine root causes and corrective actions.
• Resolve trade exceptions, settlement issues, out-of-balance conditions, and escalations during option expiration events.
• Respond to internal and external client inquiries within SLA requirements and maintain effective stakeholder relationships.
• Coordinate with counterparties, clearing, custody, client service, Compliance, and Technology teams.
• Complete supervisory oversight, provide operational updates and metrics, and suggest process improvements.

Requirements

• Bachelor’s degree in a related field or equivalent practical experience.
• 3+ years of prior work experience in a similar role.
• Basic understanding of financial markets, trade processing, and clearing/custody operations, including equities, fixed income, and derivatives.
• Strong analytical, problem-solving, and attention-to-detail skills for trade posting, corrections, reconciliation, and issue resolution.
• Excellent oral and written communication skills, including the ability to explain complex trade issues to clients and leadership.
• Ability to manage client inquiries professionally, meet SLA commitments, work independently, and adapt to shifting priorities and high-volume workloads.
• Ability to collaborate across Operations, Compliance, Technology, internal teams, external clients, and counterparties.
• Microsoft Office proficiency with Excel required; certifications may be required within the role.
• Ability to maintain compliance with FINRA regulations, applicable regulatory requirements, industry standards, and internal policies.

Nice to have

• Experience with SQL and/or advanced Excel skills.

Culture & Benefits

• Hybrid work schedule with work from home and a primary office.
• Healthcare benefits including medical, dental, vision, EAP, and HSA contribution matching.
• Competitive PTO, 401(k) match, and parental leave.
• Paid Calm app subscription and external learning and tuition reimbursement benefits.
• Collaborative culture centered on grit, results, empathy, accountability, teamwork, integrity, and continuous improvement.