Operations Associate, Wealth (Insurtech)

Location: Des Moines, Iowa, United States; office position. Travel: 10%.

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving agents and clients nationwide.

What you will do

• Support advisors with platform functionality, navigation, account reviews, and transaction-related inquiries.
• Resolve complex service requests and escalated issues while coordinating with internal teams and external partners.
• Deliver virtual and in-person training, webinars, onboarding support, and one-on-one coaching for platform users.
• Administer user accounts, permissions, security rights, and group assignments across wealth technology systems.
• Manage data flows between Black Diamond and related platforms, maintaining accuracy through audits and validation.
• Triage service tickets, coordinate account assignments, track initiatives, and prepare operational and performance reports.

Requirements

• 3–5 years of experience in financial services, wealth management, or a related industry.
• Experience with wealth reporting, CRM, advisor technology, custodial, or wealth management platforms.
• Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.
• Understanding of broker-dealer and RIA business processes and operational workflows.
• Strong communication, analytical, problem-solving, prioritization, collaboration, and attention-to-detail skills.
• Four-year college or university program certificate in Business, Finance, or a related field, or equivalent education and experience.

Culture & Benefits

• Collaborative environment focused on supporting advisors and improving operational excellence.
• Career development opportunities within a hyper-growth company.
• Competitive compensation package and benefits for employees and families.
• Work includes both office-based collaboration and approximately 10% travel.