Operations Specialist

TL;DR

Operations Specialist: Leading day-to-day operations for a Financial Wellness program and its platform tools with an accent on customer-facing issue resolution, training effectiveness, and compliance-driven operations. Focus on coordinating technology/marketing/operational developments, managing ROBO platform operations, and supporting participant Managed Account services with recordkeepers.

Location: Houston, TX (Hitchings)

Company

hirify.global provides insurance and financial wellness solutions for employers, combining benefits expertise with technology and advisor support.

What you will do

• Run day-to-day operations for the Financial Wellness platform, related tools, and reporting.
• Coordinate implementation and ongoing build-out of plans, marketing materials, and program resources with internal stakeholders.
• Manage ROBO platform operations, including onboarding new advisors and training.
• Support advisors and plan sponsors with program overviews, demos, and ongoing operational support.
• Assist with participant Managed Account services, including document collection, enrollment, and ensuring portfolio/model compliance.
• Answer user inquiries, resolve issues, and maintain compliance with firm and regulatory policies.

Requirements

• At least two years of experience in financial services; working knowledge of personal finance topics, investment vehicles, and 401(k) plans.
• FINRA Series 65 licensing required.
• Strong communication skills (written and verbal) and ability to present publicly.
• Previous experience in a customer support role; strong customer focus and adaptability.
• Strong PC skills (Microsoft Office Suite, Salesforce CRM, and financial industry tools) and ability to multitask and prioritize.
• Detail-oriented problem-solving and ability to work independently in a fast-paced environment.

Culture & Benefits

• Health, pharmacy, vision, dental, long- and short-term disability insurance and other financial benefits.
• Paid time off, overtime pay for non-exempt employees, and reimbursement of job-related expenses per company policy.
• Variable compensation/commission/annual bonus may be available for eligible roles based on performance.
• Robust learning and development programs with support for long-term professional development and certifications.
• People-focused culture centered on inclusion and employee wellbeing.

Hiring process

• Application review may use AI tools to filter and identify qualified candidates.
• Human review remains part of the process; candidates can opt out where laws allow.