Product Ops Associate (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $22.48–$37.44 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, technology resources, and practice management services.

What you will do

• Provide phone, email, and operational support to financial advisors, advisor staff, and internal business partners.
• Process requests to add, modify, or remove access to advisor technology platforms and applications.
• Support proprietary and third-party applications by troubleshooting access and operational issues.
• Develop product expertise and deliver training, guidance, and operational knowledge sharing.
• Participate in meetings focused on product enhancements, process improvements, projects, and operational updates.
• Perform product reconciliation, data analysis, reporting, information gathering, and compliance-related communications.

Requirements

• 2+ years of experience in financial services, operations, client services, technology support, or a related field.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
• Experience supporting clients, business partners, or users through phone, email, or operational service channels.
• Experience processing operational requests accurately and following established procedures.
• Ability to analyze information, troubleshoot issues, communicate solutions, manage priorities, and meet deadlines.
• Ability to adhere to regulatory and firm requirements.

Nice to have

• Bachelor's degree in Business, Finance, Information Technology, or a related field.
• Experience with Oracle, Documentum, Microsoft Dynamics, Salesforce, Adobe Professional, ASAT, or similar enterprise and business applications.
• Familiarity with advisor technology platforms, financial services operations, user access management, or operational workflows.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and exceptional client experiences.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.