Business Process & Strategic Initiatives Specialist (Transfer Agency)

Location: Hybrid in Chicago, IL, with Boston, MA also listed as a location; applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Salary: $103,000–$175,200 USD base pay annually.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Lead strategic initiatives that improve operational effectiveness, scalability, and business performance across the Transfer Agency.
• Support technology implementations and business transformation programs, including readiness, adoption, stabilization, and benefit realization.
• Design future-state operating models through process redesign, role alignment, governance, and workforce readiness.
• Identify and prioritize process improvement opportunities with cross-functional stakeholders, facilitating workshops and decision-making sessions.
• Develop process documentation, workflows, procedures, governance frameworks, metrics, dashboards, and management reporting.
• Develop change-management, training, and communication materials; monitor initiative results and recommend continuous improvements.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 3–7 years of experience in process improvement, business analysis, project management, organizational effectiveness, consulting, or a related field.
• Strong analytical, problem-solving, and critical-thinking skills.
• Experience leading cross-functional initiatives without direct authority and influencing relationships across multiple organizational levels.
• Excellent verbal, written, facilitation, and presentation skills.
• Strong organizational and project coordination skills.
• U.S. work authorization without the need for employment-based visa sponsorship now or in the future; hirify.global will not sponsor employment-based visas for this opportunity.

Nice to have

• Experience in financial services, asset servicing, transfer agency, operations, or corporate business support.
• Experience with Lean, Six Sigma, Design Thinking, or Continuous Improvement methodologies.
• Experience with Power BI, Power Automate, SharePoint, Visio, or other process documentation and analytics tools.
• Exposure to governance, risk management, audit, or control-related initiatives.
• Experience supporting organizational change, transformation programs, technology implementations, or organizational change initiatives.

Culture & Benefits

• Balanced hybrid model combining office and work-from-home time.
• Comprehensive benefits including 401(k), pension, medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program that may include an equity component.
• Flexible, collaborative, and inclusive workplace with accessible senior leaders and opportunities for internal movement.
• Reasonable accommodations are available throughout the employment process.