Wealth Operations Specialist
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Job Description
Wealth Operations Specialist ensuring accurate and compliant servicing work for Signal’s wealth management business. Owns operational workflows and coordinate with custodians like Fidelity and Schwab.
Responsibilities:
- Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
- Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
- Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
- System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors.
- Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
- Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.
Requirements:
- Direct experience navigating Fidelity and Schwab advisor platforms.
- Professional experience with Orion and Salesforce is a big plus.
- Proven track record in wealth management operations or account services.
- Attention to detail and "measure twice, cut once" approach to complex financial paperwork and digital workflows.
- A strong aptitude for customer service and meeting SLAs.
Benefits:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401k company contribution with no vesting period
- Paid parental leave for all parents
- Learning & Development stipend
- Wellness Programs
- Flexible vacation policy
- Dedicated sick days
- 10 company-wide holidays
- $500 for your home office setup
- Flexible, hybrid working environment
- Annual all-company retreat
- Competitive equity package based on on role and level
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