Manager - Client Comp Processing

Location: Fort Mill/Charlotte, United States

Salary: $77,971–$129,883 per year

Company

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

What you will do

• Lead and develop a team of 10–12 employees supporting advisors and their staff through calls, emails, and compensation file processing.
• Set individual development goals, conduct one-on-one meetings, and provide coaching, mentoring, and live feedback.
• Improve advisor-facing performance metrics, compensation workflows, and operational processes.
• Lead firm-wide and cross-department projects that enhance advisor experience and commission payout operations.
• Coordinate recovery efforts for aged requests, escalations, and other complex operational issues.
• Review audit controls, mitigate risk, remove redundant requirements, and improve transparency with audit partners.

Requirements

• 5+ years of experience leading and developing others.
• Series 99 license required, or must be obtained within 90 days.
• Leadership, motivational, organizational, and critical-thinking skills.
• Ability to collaborate with people across different business areas and organizational levels.
• Understanding of the financial advisor role and the ability to work in a fast-paced, metric-driven environment.

Nice to have

• Managerial or supervisory experience directly leading employees.
• Workforce management experience, including planning, scheduling, and oversight.
• Experience with Excel, Oracle, Salesforce, Client Works, BETA, Varicent, or Microsoft Office.
• Tableau experience for reporting and dashboard creation.
• Associate or bachelor’s degree, or substantial relevant professional experience.

Culture & Benefits

• Full-time employment in a collaborative, team-oriented environment.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional total rewards benefits.
• Culture focused on integrity, continuous improvement, exceptional client experiences, and shared success.