Operations Manager (Financial Services)

Location: Leawood, Kansas, United States. Hybrid schedule with at least four days per week in the office and up to one day working from home.

Company

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

What you will do

• Manage branch operations, resources, revenue-supporting activities, client acquisition targets, and efficiency initiatives.
• Support advisors with financial plans, investment research, trades, transactions, client meetings, and new business paperwork.
• Build and analyze branch reports, financial metrics, budgets, profit and loss statements, and expense controls.
• Partner with branch leaders and registered principals on business plans, compliance support, training, facilities, and real estate initiatives.
• Lead, coach, mentor, hire, allocate, and performance-manage branch staff.

Requirements

• Bachelor’s degree or equivalent.
• 5–7 years of relevant experience and successful supervisory experience.
• Knowledge of HR policies and labor laws, with strong leadership, communication, organization, and time-management skills.
• Strong mathematical, analytical, process-management, and business software skills.
• Must have valid United States work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Series 7 license or ability to obtain it within 150 days.
• State securities agent registration, such as S3 or S66, or ability to obtain it within 150 days.

Culture & Benefits

• Client-centric, relationship-based work environment focused on personalized client experiences.
• In-person collaboration, idea sharing, productivity, and professional connection are central to the role.
• Training, mentoring, and licensing support are provided for career development.
• Full-time exempt position with flexibility to work from home one day per week.