Registered Operations Manager (Financial Services)

Location: Daytona Beach, Florida, United States; Workplace type: On-site

Company

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

What you will do

• Manage branch activities, resources, revenue objectives, client acquisition targets, marketing events, and operational efficiencies.
• Support advisors with financial plans, investment research, trades, transactions, client meetings, and new business paperwork.
• Build and analyze branch reports, advisor expense reports, profit and loss statements, budgets, and operational metrics.
• Partner with the Registered Principal on compliance support and training needs, and lead real estate and facilities initiatives.
• Lead, coach, mentor, and manage the performance of direct reports while coordinating staffing and hiring needs.

Requirements

• Bachelor’s degree or equivalent.
• 5–7 years of relevant experience and previous successful supervisory experience.
• Series 7, state securities agent registration through S63 or S66, and state IAR registration through S65 or S66, or the ability to obtain the required registrations within 150 days.
• Life, Accident, and Health licenses and Variable Contracts, or the ability to obtain them within 150 days.
• Knowledge of HR policies and labor laws, strong communication and organizational skills, and the ability to manage multiple priorities independently.
• Strong mathematical, analytical, reporting, teamwork, and business software skills.

Culture & Benefits

• Full-time, exempt position within the Business Support & Operations job family.
• Opportunity to support a growing branch and advance within a diversified financial services organization.
• Work directly with employee advisors, the Branch Manager, the Senior Operations Leader, and the Regional Director of Operations.
• Inclusive and accessible recruitment process with equal employment opportunity commitments.