Wealth Operations Specialist

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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!

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.

• 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.

• 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.

• 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.

• 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 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.

• The US base salary for this full-time position is determined by role, level, and location.
• Medical, vision, and dental coverage.
• FSA or HSA-eligible health plans.
• 3% 401(k) 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.

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. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.