Financial Advisor Operations Specialist (Fintech)

TL;DR

Financial Advisor Operations Specialist (Fintech): Supporting financial advisors with retirement plan design, compensation structures, regulatory documentation, and complex service inquiries with an accent on relationship management, case ownership, and scalable process improvement. Focus on coordinating cross-functional resolutions, translating complex retirement concepts into actionable guidance, and maintaining high service levels across a high volume of cases.

Location: Remote within the United States

Salary: $70,000–$75,000 per year, depending on U.S. location, skills, and experience.

Company

hirify.global is a high-growth fintech company helping small and medium-sized businesses provide accessible retirement benefits.

What you will do

• Support financial advisors with guidance on retirement plan design, compensation structures, and regulatory documentation.
• Manage and resolve a high volume of advisor inquiries through email and phone.
• Coordinate complex issues with Account Management, Client Services, and Partnerships.
• Identify recurring advisor challenges and implement scalable process improvements.
• Maintain accurate case records, follow-ups, resolution tracking, and service-level performance.
• Deliver high-touch support that makes it clear where advisors should go for assistance.

Requirements

• At least 1 year of experience in customer support, account management, call center operations, or equivalent college experience.
• Customer service mindset with a record of creating strong client experiences.
• Excellent organization, attention to detail, and ability to manage multiple priorities.
• Strong written and verbal communication skills with empathy and professionalism.
• Ability to explain complex retirement concepts clearly and use Google Workspace and Microsoft Office.
• Must be able to work remotely from within the United States.

Culture & Benefits

• Mission-driven work focused on expanding access to retirement benefits.
• 401(k) with dollar-for-dollar employer matching up to 4% and no plan fees.
• Health, dental, vision, mental health, fertility, and financial wellness benefits.
• Competitive paid time off and parental leave.
• Monthly work-from-home and quarterly lifestyle stipends.
• Virtual social events and team offsites.