Operations Team Lead (Financial Services)

Location: Minneapolis or Charlotte, United States; in-office at least four days per week with flexibility to work from home one day per week

Salary: $62,300–$85,700 per year, plus potential variable compensation.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Lead, coach, and provide day-to-day direction to a customer service operations team.
• Support transaction processing and customer service processes, policies, procedures, and quality standards.
• Help resolve complex or high-priority service issues for advisors, clients, and business partners.
• Manage workloads and priorities to meet accuracy, transaction processing, and call quality metrics.
• Contribute subject matter expertise to cross-functional projects and process improvement initiatives.
• Provide performance feedback and support employee skill development.

Requirements

• High school diploma or GED; post-secondary education and relevant experience may be combined to meet the requirement.
• Three to five years of relevant experience, including experience on a customer service team.
• Strong knowledge of customer service processes, policies, techniques, and applicable regulations.
• Experience coaching or providing indirect leadership to others.
• Strong organizational and communication skills, including the ability to explain complex issues clearly.
• Valid US work authorization without current or future visa sponsorship requirements.

Nice to have

• Bachelor’s degree or equivalent four-year education.
• Previous direct leadership experience.
• Experience with Ameriprise procedures and policies.

Culture & Benefits

• Client-centric, relationship-based working environment focused on in-person collaboration.
• Office-based schedule with one flexible work-from-home day per week.
• Vacation and sick time.
• 401(k), health, dental, and life insurance benefits.
• Potential bonus, commissions, and/or long-term incentives depending on the role.