Operations Analyst Senior - Wealth Management

Location: In-office at the Tower at hirify.global Plaza in Pittsburgh, Pennsylvania, United States

Company

hirify.global is a financial services company focused on delivering customer-focused banking and wealth management solutions.

What you will do

• Execute routine and complex transactions and processes across specialized products or functional areas.
• Identify and address exceptions, escalate complex transactions, and coordinate with internal service partners and external customers.
• Prepare and verify documentation, materials, and transaction details for completeness and accuracy.
• Provide consultation to internal and external customers on operational processes and products.
• Review processes, recommend improvements, and participate in process improvement and risk mitigation projects.
• Support training and onboarding for new hires when needed.

Requirements

• Typically 3+ years of related experience or relevant product knowledge.
• Associate degree or equivalent combination of education, certifications, and experience.
• Accuracy and attention to detail, effective communication, problem solving, and ability to manage multiple priorities.
• Knowledge of operational functions, process management, products and services, and standard operating procedures.
• Ability to ensure compliance and manage operational risk.
• Employment visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

• In-office work environment with a supportive and inclusive workplace culture.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.