AVP, New Accounts

Location: Fort Mill/Charlotte, United States

Salary: $82,812.00–$137,917.00 annual base salary

Company

hirify.global is a U.S. wealth management firm providing brokerage, advisory, investment, fintech, and practice management solutions to financial advisors and institutions.

What you will do

• Lead onshore and offshore teams responsible for New Account Opening and Account Maintenance operations.
• Manage service levels, quality, productivity, risk controls, capacity planning, workforce management, and business continuity.
• Drive process optimization, workflow modernization, automation, digital transformation, and operational scalability.
• Use operational data, analytics, and performance metrics to identify root causes and improve business outcomes.
• Resolve complex operational issues, production incidents, and escalated advisor concerns.
• Partner with Operations, Product, Technology, Compliance, Legal, Risk, Financial Crimes, and Service organizations on strategic initiatives and governance.

Requirements

• 5+ years of progressive leadership experience in financial services operations, brokerage operations, account onboarding, or a related field.
• FINRA Series 99 is required.
• Strong leadership, people development, stakeholder management, analytical, problem-solving, and communication skills.
• Ability to lead through change and manage multiple priorities in a highly regulated environment.
• Advanced proficiency in Microsoft Office applications and operational reporting tools.

Nice to have

• Experience with New Account Opening, Account Maintenance, Client Onboarding, or Brokerage Operations.
• Experience leading workflow, robotics, automation, or digital transformation initiatives.
• Experience presenting operational performance and strategic recommendations to leadership.
• Experience leading onshore and offshore teams in a high-volume operational environment.
• Additional FINRA registrations, including Series 7 or Series 24, or equivalent.

Culture & Benefits

• Culture focused on accountability, innovation, inclusion, continuous improvement, integrity, and collaboration.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to develop leaders through coaching, mentoring, succession planning, and talent development.
• Competitive total rewards package supporting professional and personal well-being.

Hiring process

• Applicants should communicate with LPL directly only through an @lplfinancial.com email address.
• LPL does not conduct interviews in online chatroom forums or request payment or bank and credit card information during interviews.