Sr Manager, Advisor Services Fixed Income Service (PL)

Location: Phoenix, Arizona, United States; hybrid work with regular in-person collaboration

Salary: $117,300–$156,400 per year

Company

hirify.global is a financial services company providing investment products, platforms, and advisor support services.

What you will do

• Lead a team of fixed income service professionals supporting advisors with education, guidance, trade facilitation, and complex service needs.
• Help specialists provide one-on-one service and market perspective across fixed income products, tools, platforms, and processes.
• Coach and develop employees through one-on-ones, team meetings, call reviews, performance conversations, and development planning.
• Set expectations, inspect progress against service and risk outcomes, and establish consistent leadership practices.
• Support client conversations involving fixed income products, trading, portfolio needs, liquidity, time horizon, and risk tolerance.
• Partner with Fixed Income Sales, Trading, Operations, Risk, Supervision, Product, and other business functions.

Requirements

• Leadership experience in financial services, preferably in fixed income, trading, service, wealth management, or a specialized client-facing environment.
• Knowledge of fixed income markets, products, and solutions.
• Experience coaching employees, supporting development plans, and building team capability.
• Ability to reinforce procedures, documentation standards, supervision expectations, and risk controls.
• Active FINRA Series 7, 63 or 66, and 9/10 licenses.
• Ability to lead through change, align with partners, and translate strategy into practical execution.

Nice to have

• Bachelor’s degree.
• CFA, CFP, or CIMA certification.
• Familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools.

Culture & Benefits

• Hybrid work and flexibility with regular in-person collaboration.
• Health, dental, and vision insurance.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.