Wealth Management Operations Analyst

TL;DR

Wealth Management Operations Analyst (Finance): Ensuring the accuracy, efficiency, and compliance of operational processes for financial advisors and clients with an accent on account onboarding, system administration, and data integrity. Focus on resolving escalated issues, supporting audits, and driving process improvements across custodial platforms.

Location: Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Company

hirify.global is a people-first organization dedicated to helping individuals achieve their best work and life through comprehensive financial and advisory services.

What you will do

• Process and verify new account openings and maintain account documentation per regulatory requirements.
• Serve as a system administrator for custodial and portfolio management platforms like Schwab, Fidelity, and Orion.
• Reconcile data across systems to ensure consistency and perform regular audits to maintain data quality.
• Calculate and process financial adjustments, fee corrections, and trade settlement exceptions.
• Respond to escalated issues from branch offices and serve as a liaison for vendors and custodians.
• Develop and document standard operating procedures to streamline workflows and improve operational efficiency.

Requirements

• Must be eligible to work in the United States without sponsorship.
• Bachelor's degree in business, accounting, finance, or a related field.
• 4–6 years of professional business experience, preferably in investment industry operations.
• Hands-on experience with Schwab, Fidelity, or Raymond James custodial platforms.
• Proficiency in Microsoft Office Suite, with experience in Salesforce and ticketing systems preferred.
• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.

Nice to have

• Experience with portfolio management systems such as Orion, Tamarac, or Black Diamond.
• Prior experience supporting compliance, audits, and regulatory processes within financial services.

Culture & Benefits

• Commitment to a people-first culture that celebrates diversity and inclusion.
• Comprehensive health, wellbeing, and retirement benefits.
• Robust learning and development programs for professional growth.
• Paid time off and financial benefits.
• Supportive environment focused on work-life balance and individual performance.