Sr Business Process Specialist (Fintech)

TL;DR

Sr Business Process Specialist (Fintech): Leading the design and continuous improvement of the onboarding and ramp-up experience for new financial advisors with an accent on end-to-end administrative processes and regulatory compliance. Focus on optimizing advisor adoption of advice-driven behaviors, enhancing client experiences, and implementing scalable workflow systems.

Location: Remote (Must be based in the US)

Salary: $89,895 – $121,621 per year

Company

hirify.global is a financial services organization committed to helping people be wise with money and live balanced, generous lives.

What you will do

• Lead large-scale initiatives to define business needs, process requirements, and implement solutions for the new advisor ramp-up program.
• Own the end-to-end administrative and launch support process to ensure a seamless onboarding experience.
• Collaborate with field leaders and training teams to ensure advisors adopt high-quality, advice-driven behaviors.
• Maintain and standardize processes and procedures to ensure accuracy and efficiency in judgment-based decision making.
• Guide new advisors on operationalizing client service standards and utilizing planning tools and workflow systems.
• Ensure all systems and training elements are aligned with regulatory standards and field expectations.

Requirements

• Bachelor’s degree or equivalent experience.
• 5+ years of practical experience in business analysis and SME capacity for medium to large efforts.
• Strong knowledge of advice-based planning models, compliance standards, and advisor support infrastructure.
• Proven experience in creating and improving complex business processes.
• Must be based in the US (required for benefits and regulatory compliance).

Nice to have

• FINRA licenses (Series 7, 66) or deep familiarity with the financial regulatory environment.
• Experience with CRM, planning tools, and advisor workflow systems.
• Knowledge of Continuous Improvement and change management methodologies (DMAIC, ADKAR) or Green Belt certification.
• Experience with Agile and Waterfall project management methodologies.

Culture & Benefits

• Comprehensive health coverage including medical, dental, vision, HSA, and FSA.
• Financial security with 401k and pension plans.
• Generous time off: 20 days PTO, 10 paid company holidays, and Volunteer Time Off.
• Support for families via paid parental leave.
• Well-being benefits and Employee Assistance Program (EAP).