Lending Specialist (Fintech)

Location: Tempe, United States

Salary: $63,242–$105,369 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and institutions with investment solutions, fintech tools, banking and lending products, and practice management services.

What you will do

• Serve as a subject-matter expert for Secured Credit Account and margin products.
• Support advisors with product characteristics, benefits, risks, positioning, policies, procedures, and lending-system usage throughout the product lifecycle.
• Resolve client issues, concerns, and time-sensitive requests involving multiple LPL service and support teams.
• Support advisors in client meetings related to secured credit and margin lending.
• Manage interest-rate discount requests, policy exceptions, and escalations.
• Collaborate with Regional Banking and Lending Consultants on transitioning external client loans to LPL and provide product-improvement feedback.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 5+ years of experience in financial services, preferably in wealth management.
• Strong knowledge of securities-backed lending and margin products.
• Series 7 license or ability to obtain it within 90 days.
• Experience providing high-quality support to client-facing financial professionals and their teams.
• Strong communication, organization, problem-solving, prioritization, relationship-building, and issue-resolution skills.

Culture & Benefits

• Fast-paced, collaborative, team-oriented environment focused on continuous improvement and results.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.

Hiring process

• Applicants should communicate with LPL only through an @lplfinancial.com email address.
• Interviews are conducted directly with applicants and not through online chatroom forums.