Senior Field Operations Professional (Financial Services)

Location: Minneapolis, Minnesota; in-office work at least four days per week, with flexibility to work from home one day per week.

Salary: $21.34–$29.37 per hour, with potential variable compensation depending on the role.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Process, reconcile, and balance assigned financial products and transaction requests accurately, promptly, and in compliance with policies and regulations.
• Research, troubleshoot, and resolve issues with internal and external business partners.
• Process complex client reassignments and compensation-sharing arrangement paperwork for advisors.
• Support the AFIG platform, including team practice, payout rate sets, Branch ID updates, client reassignments, and third-party advisor updates.
• Communicate case status updates to advisors and internal partners, including Employee Relations, policy owners, field offices, and Legal.
• Support licensing, registration, and field compensation handoffs while identifying and implementing process improvements.

Requirements

• High school diploma or GED; post-secondary education may be combined with relevant experience.
• 1–3 years of relevant operations, processing, or customer service experience.
• Ability to research and resolve problems and manage multiple priorities in a high-volume transaction environment.
• Understanding of company and industry regulatory requirements.
• Strong written and verbal communication skills and close attention to detail.
• Must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Ability to understand and communicate complex issues.
• Product-specific or financial services industry experience.

Culture & Benefits

• Relationship-based, client-centric environment focused on face-to-face collaboration.
• Office-based work with limited work-from-home flexibility.
• Pay-for-performance compensation philosophy.
• Benefits may include vacation time, sick time, 401(k), and health, dental, and life insurance.