Wealth Operations Specialist

Signal Advisors

Wealth Operations Specialist ensuring accurate and compliant servicing work for Signal’s wealth management business. Owns operational workflows and coordinate with custodians like Fidelity and Schwab.

Posted 6/11/2026full-timeRemote • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account service requestsdata reportinganalyticswealth management operationsfinancial paperworkdigital workflows

Soft Skills

attention to detailcustomer servicesense of urgency