Wealth Operations Specialist

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🔥 1 minute ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Signal Advisors

WebsiteLinkedInAll Job Openings

51 - 200 employees

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business in various ways—through technology, financing, peer-to-peer coaching, marketing, and more.

📋 Description

• 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