Wealth Operations Specialist

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. 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. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! 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. 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: 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. 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 These are the values that drive how we operate and make decisions. 🌔 We’re obsessed with finding a better way . Never settle for less. 🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time. 👀 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...