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Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible to small and medium-sized businesses across the United States. Backed by major investors including BlackRock, SoftBank, and TPG, the company has raised approximately $500 million to date and is transforming the retirement industry.
As a Financial Advisor Operations Specialist, you will serve as a critical support function for Human Interest's financial advisor partnerships. Working closely with the Senior Manager of Partner Success, you'll be the primary point of contact for advisor inquiries and support needs.
Key responsibilities include:
- Providing expert guidance to financial advisors on plan design, compensation structures, and regulatory documentation requirements
- Managing and resolving high-volume advisor inquiries via email and phone with clear, actionable solutions
- Coordinating complex problem resolution across cross-functional teams including Account Management, Client Services, and Partnerships
- Identifying patterns in advisor challenges and collaborating on scalable process improvements
- Maintaining detailed case management practices with timely follow-up and resolution tracking
- Delivering white-glove service to ensure advisors know exactly who to contact for support
You'll need 1+ years of customer-facing experience (customer support, account management, call center operations, partnerships, sales, or business development). Essential qualities include passion for customer service excellence, exceptional organizational skills, superior communication abilities, resilience under pressure, meticulous attention to detail, and the ability to translate complex retirement concepts into clear insights. Proficiency with Google Workspace and Microsoft Office is required. You should thrive in a dynamic startup environment and adapt well to shifting priorities.
