Manager of Employer Plan Services

Location: Fort Mill/Charlotte, United States

Salary: $66,744.00–$111,240.00 annual base salary

Company

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

What you will do

• Lead and guide a team of approximately 20 Employer Plan Services professionals.
• Set performance and career objectives, provide real-time coaching, and support employee development and engagement.
• Support advisors and end clients through service escalations and complex service issues.
• Use individual and team performance metrics to identify trends, improve efficiency, and advocate for resources.
• Interview and hire team members while managing timecards, time-off requests, and attendance.
• 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.
• FINRA Series 7 required, or willingness to obtain it within 90 days.
• Strong coaching, employee development, customer service, communication, problem-solving, and performance analysis skills.
• Ability to drive results in a fast-paced, team-oriented environment.

Nice to have

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

Culture & Benefits

• Client-centric environment focused on integrity, continuous improvement, collaboration, and team success.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to support financial advisors, institutions, and their clients.