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.

Base salary: $62,300–$85,700 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services organization 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 and transaction-processing team.
• Support employees in resolving complex or high-priority service issues and handle issues directly when necessary.
• Manage workloads and prioritize work to meet accuracy, transaction-processing, and call-quality standards.
• Participate in cross-functional projects and process-improvement teams affecting customer service.
• Provide performance feedback and support employee skill development and team success.

Requirements

• High school diploma or GED. Post-secondary education and relevant work experience may be interchanged to meet the combined minimum qualification requirements.
• 3–5 years of relevant experience.
• Previous experience working on a customer service team, including strong knowledge of customer service processes, policies, techniques, and applicable regulations.
• Prior experience coaching or providing indirect leadership to others.
• Strong organizational and communication skills, including the ability to explain complex issues clearly and understandably.
• Valid United States work authorization that does not now or in the future require visa sponsorship.

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 work environment focused on face-to-face collaboration, idea sharing, productivity, and personal connection.
• Office-based collaboration at least four days per week, with one flexible work-from-home day per week.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Inclusive and accessible recruitment process with reasonable accommodation support.