Service Manager - IAN (Independent Advisor Network) Pod

Location: Fort Mill/Charlotte, United States. The role supports premium service pods with varying in-office expectations; Masters Pods require a hybrid schedule with an expected in-office presence of 2 days per week, and training is conducted in-office.

Salary: $66,744.00–$111,240.00 per year.

Company

hirify.global is a U.S. wealth management and financial technology firm supporting financial advisors, financial institutions, and their clients with investment solutions, advisor affiliation models, technology tools, and practice management services.

What you will do

• Lead and coach a team of 10–15 Financial Service Professionals, setting performance and career development goals.
• Develop personalized, proactive service behaviors and strengthen relationships with premium financial advisors.
• Use performance data and call quality metrics to identify coaching opportunities and drive continuous improvement.
• Partner with premium offices and Client Experience leaders to analyze service trends and communicate performance insights.
• Collaborate with Case Management and Client Experience teams on escalations, resolution, and relationship preservation.
• Support hiring, onboarding, timecard approvals, attendance management, and performance documentation.

Requirements

• Bachelor’s degree or 6+ years of experience in financial services.
• 2+ years of experience as a team lead or manager.
• Active SIE certification.
• Active Series 7 certification.
• Strong coaching, employee development, relationship-building, interpersonal communication, and analytical skills.
• Ability to work in the Fort Mill/Charlotte hybrid environment, including in-office training and pod-specific attendance requirements.

Nice to have

• Experience with premium or relationship-based service models.
• Financial services or FinTech experience.
• Professional coaching certification.
• Experience managing hybrid teams.
• Familiarity with call center metrics and performance tools.

Culture & Benefits

• Focus on integrity, creativity, continuous improvement, and collaborative team performance.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Training and coaching opportunities in an office-based learning environment.
• Support for professional growth and career development.