Registered Operations Leader (Financial Services)

Location: Farmington Hills, Michigan; in-office five days per week

Company

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

What you will do

• Manage branch activities supporting business results, revenue growth, client experience, client acquisition, and operational efficiency.
• Lead and support branch staff, including registered and non-registered Client Service Associates, while partnering with advisors and branch leaders.
• Assist advisors with financial plans, investment research, trades, transactions, client meetings, paperwork, and administrative processes.
• Build and analyze branch reports and performance metrics, review expenses and P&L, manage budgets, and identify cost-reduction opportunities.
• Partner with the Registered Principal on compliance support and training, and lead real estate and facilities initiatives.
• Hire, allocate, coach, mentor, and performance-manage staff in partnership with senior operations leadership.

Requirements

• Bachelor’s degree or equivalent and 5–7 years of relevant experience.
• Previous successful supervisory experience, including knowledge of HR policies and labor laws.
• Series 7, S63 or S66, S65 or S66, Life, Accident, and Health licenses, and Variable Contracts licenses, or the ability to obtain the required licenses within 150 days.
• Strong written and verbal communication, leadership, organizational, time-management, mathematical, analytical, and process-management skills.
• Ability to manage multiple priorities with little or no supervision and communicate across organizational levels.
• Valid U.S. work authorization is required; visa sponsorship is not available now or in the future.

Culture & Benefits

• In-person collaboration is central to the client-centric, relationship-based work environment.
• Training, mentoring, and licensing support are provided for career development.
• Full-time, exempt position within the Business Support & Operations group.
• Inclusive and accessible recruitment process with reasonable accommodation support.