Wealth Operations Specialist

Overview

Signal Advisors is on a mission to solve the retirement crisis. Supported by investors, the company has grown from a small Detroit-based team in 2020 to over 130+ team members across the country. The team is a blend of industry experts and technologists building a better business together.

About the Role

As a Wealth Operations Specialist, you'll support Signal's wealth management business by ensuring day-to-day servicing work gets done accurately, on time, and compliantly. Your responsibilities include executing operational workflows, managing service tickets, interfacing with custodians, maintaining system integrity, supporting transitions, and running data and reporting.

Responsibilities

• Execute Operational Workflows: New account openings, maintenance, money movements, and account closures.
• Manage Service Tickets: Track, document, and resolve advisor requests using the Salesforce Wealth Console with a high sense of urgency.
• Custodian Coordination: Interface with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
• System Integrity: Update CRM and operations systems (Orion, Salesforce) to ensure "source of truth" data for advisors.
• Support Transitions: Assist with onboarding and transition work for new advisors.
• Data & Reporting: Run data, reporting, and analytics across various wealth platforms.

Requirements

• Experience navigating Fidelity and Schwab advisor platforms.
• Professional experience with Orion and Salesforce is a plus.
• Proven track record in wealth management operations or account services.
• Attention to detail and strong aptitude for customer service and meeting SLAs.

Qualifications

• Direct experience with Fidelity and Schwab advisor platforms.
• Professional experience with Orion and Salesforce.
• Proven track record in wealth management operations or account services.
• Attention to detail and strong aptitude for customer service and meeting SLAs.

Skills

• The "Inches" Mentality: Looking for tiny ways to improve processes.
• Scrappy & Agile: Thriving in a fast-paced startup environment.
• Client Obsessed: Viewing every interaction as an opportunity to impress clients.
• Extreme Ownership: Taking proactive steps to fix issues.

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 role and level

Pay

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.