Onboarding Operations Associate (Fintech)

TL;DR

Onboarding Operations Associate (Fintech): Managing and optimizing investment position onboarding workflows with an accent on team oversight, case-level strategy, and operational efficiency. Focus on driving standardization, resolving complex escalations, and implementing AI-enabled automation to improve execution quality.

Location: Must be based in Stamford, Connecticut (Hybrid: Mon-Thu in office, Fri remote).

Salary: $75,000–$85,000

Company

hirify.global is a leading financial technology platform providing access to alternative investments for the wealth management industry.

What you will do

• Oversee daily case pipelines and rebalance workloads to mitigate bottlenecks.
• Serve as the first-line escalation point for analysts regarding process and platform issues.
• Conduct quality checks to ensure compliance with SOPs and accuracy of case work.
• Provide real-time training and feedback to improve team output and efficiency.
• Identify operational gaps and partner with leadership to implement scalable solutions.
• Influence the adoption of AI-enabled tools and automation to reduce manual effort.

Requirements

• 1-2+ years of experience in onboarding, operations, or client service roles.
• Strong knowledge of onboarding workflows and case management systems.
• Proven ability to manage competing priorities under tight deadlines.
• Experience mentoring or overseeing junior team members.
• Must be able to work from the Stamford, CT office Monday through Thursday.

Culture & Benefits

• Comprehensive benefits package including subsidized healthcare, dental, and vision.
• Employer-matched retirement plan.
• Equity for all full-time employees and annual performance bonus.
• Unlimited paid time off (PTO).
• Parental leave and virtual mental health counseling.