Manager, Trading (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $79,928–$133,282 per year

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Lead, develop, coach, and support trading staff responsible for advisor support, rebalancing, model management, block trading, testing, training, and onboarding.
• Oversee daily workflows, team capacity, competing priorities, service expectations, escalations, and operational processes.
• Support advisor onboarding and conversions, including readiness, training, issue management, demonstrations, and post-conversion support.
• Partner with Technology and Product teams on system issues, requirements, platform readiness, production support, and technology releases.
• Lead or oversee UAT and business validation for platform enhancements and releases.
• Identify operational, regulatory, client, and platform risks; resolve escalated issues and drive continuous process improvement.

Requirements

• Bachelor’s degree in a related field or 5+ years of financial services experience, preferably in trading.
• 3+ years of client service, trading operations, or financial technology support experience.
• Previous leadership, team lead, coaching, or people management experience.
• Series 7 and Series 24 are required.
• Registration in all required U.S. states and territories is required upon hire.
• Knowledge of trading regulations, risk identification, problem-solving, organization, analysis, and stakeholder communication.

Nice to have

• Experience leading teams supporting trading, rebalancing, model management, CRM, or financial services platforms.
• Experience with Jira, agile project management, QA/UAT testing, technology releases, platform implementations, or advisor onboarding.
• Experience with operational controls, risk management, and process improvement.
• Experience with Beta, Thomson ONE, Microsoft Dynamics, ClientWorks, CWR, or ModelHub.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience and continuous improvement.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and benefits designed to support work and personal life.