Manager, Service Center (Fintech)

Location: Tempe, United States

Salary: $66,744.00–$111,240.00 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 and guide a team of approximately 15 service professionals, setting performance and career objectives.
• Provide real-time coaching and development, including follow-up coaching after client escalations and service pain points.
• Support service professionals and clients through escalations and provide consultative contact center support.
• Use individual and team performance metrics to identify trends, improve efficiency, and advocate for additional resources.
• Interview and hire service team members while managing timecards, attendance, and time-off requests.
• Partner with HR and senior leadership on progressive counseling and performance improvement action plans.

Requirements

• Bachelor’s degree or 6+ years of progressive experience in a related field.
• At least 2 years of experience as a team lead or manager.
• SIE certification required.
• S7 certification required.
• Strong coaching, employee development, communication, customer service, problem-solving, and performance analysis skills.
• Ability to drive results in a fast-paced, team-oriented environment and apply an agile mindset.

Nice to have

• Financial services or fintech experience.
• High-volume call center or service center team management experience.
• Professional coaching certification.
• Knowledge of project management tools and techniques.
• Experience managing hybrid employees.

Culture & Benefits

• Collaborative, team-oriented environment focused on creativity, continuous improvement, integrity, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to make an impact while supporting financial advisors and their clients.

Hiring process

• Recruiting and interview communications are conducted directly through an official @lplfinancial.com email address.
• LPL does not conduct interviews through online chatroom forums or request payment or bank and credit card information from applicants.