Signaladvisors

Wealth Operations Specialist

Remote (United States) · Full-time

Sponsorship not specifiedDetected 7 days ago

SalesforceCRMCustomer Support

About the role

69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan.
Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.
Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.

Own and process account service requests including new account openings, maintenance, money movements, and account closures.
Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
TO DO 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.
Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
Our team is a blend of industry experts and technologists building a better business, together.
THE JOB As a Wealth Operations Specialist, you'll support Signal's wealth management business by ensuring the day-to-day servicing work gets done accurately, on time, and compliantly.
You will own the end-to-end operational workflows acting as the vital link between our advisors, internal teams, and custodians like Fidelity and Schwab.

WHAT YOU HAVE Direct experience navigating Fidelity and Schwab advisor platforms.
Proven track record in wealth management operations or account services.

The US base salary for this full-time position is determined by role, level, and location.
Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

Signal Advisors is on a mission to solve the retirement crisis.
Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors.
Entrepreneurial Champions.
Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision?

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS The "Inches" Mentality - You look for tiny ways to improve a process that others might miss.
Extreme Ownership - You embody "We are the they," taking proactive steps to fix issues rather than waiting for others.

This listing is sourced directly from Signaladvisors's careers page and normalized into a canonical job model.