Lead Service Ops Spec (Financial Services)

Location: Charlotte, North Carolina, United States

Company

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

What you will do

• Establish, manage, and maintain centralized Security Master functions for the Clearing Broker Dealer and AEIS.
• Lead strategy, projects, governance, initiatives, and business relationships supporting the Beta Security Master and Pricing environment.
• Own accountability for accurate, timely, and scalable security setup and maintenance.
• Partner with Technology, Operations, product, and internal and external business stakeholders.
• Drive process improvements and manage complex initiatives and implementations.
• Identify and resolve data and operational issues while establishing governance and controls with Risk and Compliance partners.

Requirements

• Series 99 is required.
• Experience serving as a subject-matter expert for security master data and related operational processes.
• Ability to lead projects, implementations, governance initiatives, and cross-functional business relationships.
• Ability to manage data quality, operational issues, process improvements, and control frameworks.
• Ability to work in the Charlotte, North Carolina area.

Nice to have

• Series 7 and Series 24 licenses.

Culture & Benefits

• Full-time, exempt position within the Client Service job family.
• Work supporting the CLEAR Clearing line of business.
• Inclusive and accessible recruitment process with reasonable accommodation support.