Wealth Operations Specialist

Signal Advisors; United States; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, vision, and dental coverage

Flexible vacation policy

Learning & Development stipend

$500 for your home office setup

Annual all-company retreat

Job summary

Signal Advisors is looking for a Wealth Operations Specialist who will handle the operational processes for their wealth management team. This role demands ownership of daily servicing tasks including account openings, maintenance, and closures. Candidates should have experience with Fidelity and Schwab platforms, as well as Salesforce and Orion to effectively manage workflows.

Aside from competitive salary, benefits include medical coverage, 401k contributions, and flexible vacation policies, creating a supportive work environment for all employees.

Qualifications

• Experience in wealth management operations or account services.
• Ability to maintain high standards of service and meet SLAs.
• Detail-oriented with a meticulous approach to complex financial paperwork.

Responsibilities

• Execute operational workflows including account service requests.
• Manage and resolve service tickets using Salesforce.
• Coordinate with custodians like Fidelity and Schwab to ensure timely workflow completion.

Skills

Experience with Fidelity and Schwab platforms

Customer service aptitude

Attention to detail

Knowledge of Orion and Salesforce

Tools

Salesforce

Orion

Job description

THE JOB

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. In this role, you’ll be responsible for owning and executing operational workflows like service tickets in Salesforce, beneficiary updates, and other custodian/platform processes. 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’LL GET TO DO

• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
• Manage Service Tickets: Use the Salesforce Wealth Console to track, document, and resolve advisor requests with 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.

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

• The “Inches” mentality – you look for tiny ways to improve a process that others might miss.
• Scrappy & agile – you thrive in a fast‑paced startup environment and aren’t afraid to launch and learn.
• Client obsessed – you view every internal and external interaction as an opportunity to amaze the client.
• Extreme ownership – you embody “we are the they,” taking proactive steps to fix issues rather than waiting for others.

WHAT YOU HAVE

• 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.

WHAT WE VALUE @ SIGNAL

• We’re obsessed with finding a better way. Never settle for less.
• We act with a sense of urgency.
• We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
• We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
• We do the right thing. Sticking to the highest standard of integrity is not optional.
• We have strong opinions, loosely held. It’s not about who is right, it’s about what is right.
• Simplicity is genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
• Ideas are valued, execution is worshiped. Great ideas get you to the 50‑yard line; outstanding execution gets you into the end zone.
• We are the “they.” There is no “they.” We are empowered to fix things, to be proactive, to find a solution.
• We launch big ideas and then obsess over feedback to learn how we can make it even better.

COMPENSATION & BENEFITS

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.

In addition to salary, our team members benefits include:

• 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
• $500 for your home office setup
• Flexible, hybrid working environment
• Annual all‑company retreat
• Competitive equity package based on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role.