Advisor Onboarding Specialist

Location: Hybrid, with 3 days per week in the Dallas or Culver City office

Salary: $79,000–$113,000 USD per year

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility and affordability of financial advice.

What you will do

• Own client implementations from post-sale handoff through launch, including asset migration and time-to-value.
• Build implementation plans, manage timelines, dependencies, risks, milestones, and stakeholder expectations.
• Lead cross-functional work across Sales, Customer Success, Operations, Product, Engineering, and Compliance.
• Run discovery, tailor implementation plans and training to each advisory firm’s workflows, and document the seven core areas: advisor experience, client experience, account opening, funding, trading, fee billing, and reporting/integrations.
• Establish support processes, escalation paths, and open-item tracking before transitioning firms to steady-state relationships.
• Identify implementation friction and product gaps, then improve playbooks, templates, and training based on lessons learned.

Requirements

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services experience is strongly preferred.
• FINRA Series 7 and Series 63 licenses are required.
• Deep understanding of independent wealth management, RIA operations, and custodial transitions.
• Demonstrated project management experience across multiple concurrent client implementations.
• Ability to influence cross-functional teams without direct authority and communicate credibly with firm principals and COOs.
• Strong organization, prioritization, problem-solving, communication, presentation, active listening, and emotional intelligence skills; proficiency with Salesforce, Google Workspace, and MS Excel.

Culture & Benefits

• Values include kindness, humility, growth mindset, ownership, urgency, and resilience.
• Premium healthcare, dental, and vision insurance plans.
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional development opportunities, an employee mobility program, and an annual learning and development budget.
• One month of work-from-anywhere eligibility, with exceptions for a few countries, plus company discounts and financial guidance support.