Investor Services Specialist (Fintech)

Location: New York City, NY or San Francisco, CA; hybrid work with office attendance at least two days per week, on Tuesdays and either Wednesday or Thursday.

Base salary: $125,000+ annually, plus benefits and equity; actual compensation varies based on professional background, experience, and location.

Company

hirify.global Asset Management operates USVC, an SEC-registered fund that broadens retail investor access to venture capital and private technology companies.

What you will do

• Own email and phone support for self-directed investors throughout onboarding, KYC checks, reinvestments, and ongoing account servicing.
• Support investor onboarding and escalate compliance intake issues.
• Build and maintain agentic systems, automations, FAQs, help-center content, and other self-service resources.
• Manage communications about tender offer notices, NAV and statements, and 1099 tax-season support.
• Maintain CRM data and investor-record accuracy, and relay recurring issues to Product, Compliance, and Marketing.
• Coordinate with Compliance, the fund administrator, and the custodian on investor-facing templates, statements, NAV, and settlement questions.

Requirements

• Clear and precise written communication for investor-facing and internal communication.
• High attention to detail and a low tolerance for poor investor experiences.
• 1–3 years of experience running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech in a regulated environment.
• Demonstrated ability to turn recurring support volume into systems such as FAQs, macros, and automations.
• Active application of AI to build operational leverage.

Culture & Benefits

• Hybrid work from hirify.global hubs in New York City and San Francisco.
• Competitive base salary, benefits, and equity package.
• Benefits designed to support life inside and outside work.
• Equal opportunity workplace that values diversity and complementary strengths.
• Mission-driven work focused on accelerating innovation and building the future of private markets.