Practice Management Operations, Senior Specialist (Financial Services)

Location: Milwaukee, WI Corporate, United States of America

Salary: $65,440–$98,160 per year. Geographic-specific pay structures may apply, including $72,000–$108,000 and $75,280–$112,920.

Company

hirify.global is a financial services company focused on placing clients' interests at the center of its work.

What you will do

• Evaluate, review, approve, and audit short- and long-term staff incentive compensation plans.
• Interpret field compensation frameworks covering insurance, investment brokerage, advisory, and field management compensation.
• Identify conflicts of interest and regulatory issues, escalating matters to legal and enterprise stakeholders when needed.
• Conduct audits and collect payment artifacts in accordance with firm policy and NMIS books and records.
• Support local supervision teams, resolve individual cases, and provide guidance to Career Advisors, Field Leadership, Distribution Performance, and Financial Advisors.
• Educate stakeholders and supervision teams and lead or participate in projects and continuous improvement efforts.

Requirements

• Bachelor's degree preferred, or an equivalent combination of education and experience.
• FINRA Series 6 and Series 26 required, or must be obtained within 6 months.
• 3–5 years of proven experience in the insurance, investment, or financial services industry.
• Compliance and/or contract, licensing, and registration experience or knowledge preferred.
• Microsoft Office knowledge with strong Excel proficiency.
• Ability to prioritize workload, seek support when appropriate, and work effectively within a larger team.
• Sound decision-making skills using analysis, experience, judgment, risk assessment, and trade-off evaluation.
• Strong critical-thinking, analytical, problem-solving, attention-to-detail, collaboration, planning, and policy-management skills.
• Ability to establish effective relationships using tact and diplomacy; the role is classified as a Registered Representative and requires fingerprinting.

Culture & Benefits

• Full-time employment with a focus on client interests, customer focus, and responsible decision-making.
• Work involves collaboration across Advisor Practices, Field Supervision, Distribution Performance, Financial Advisors, legal, and enterprise stakeholders.
• hirify.global is an equal opportunity employer committed to an inclusive environment where employees can contribute ideas, seek challenges, and assume leadership.
• Compensation varies based on skills, experience, market conditions, candidate location, and other hiring factors.