Branch Operations Manager - Hunt Valley, MD

Location: Hunt Valley, Maryland, United States; resident workstyle with less than 25% travel.

Salary: $75,000–$119,000 per year.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative, long-term approach.

What you will do

• Manage branch operational efficiency under the direction of the Branch Manager and ensure compliance with firm and regulatory policies.
• Coordinate workflow between the branch and home office, complete self-audits, support compliance visits, and help control expenses.
• Oversee supplies, purchase orders, postage, petty cash, invoices, operating statements, facilities, maintenance, cleaning, and security issues.
• Research and resolve complex client-account problems and inquiries while supporting high-quality customer service.
• Recruit, select, orient, train, supervise, and review branch operations associates; manage performance appraisals, salary reviews, staffing, cross-training, and workload assignments.
• Coordinate registrations, continuing education, licensing, branch meetings, and other operational activities; may perform some Branch Manager duties.

Requirements

• Bachelor’s degree from a four-year college or university in a related field and three years of financial services industry experience, preferably including operational management and supervisory experience.
• An equivalent combination of experience, education, and/or training may be accepted as approved by Human Resources.
• Knowledge of company policies and procedures, industry rules and regulations, securities-industry investment concepts, financial markets and products, and human resource management principles.
• Ability to use standard office equipment and software applications for correspondence, reports, electronic communications, spreadsheets, and databases.
• Strong analytical, organizational, interpersonal, verbal, and written communication skills, including the ability to research account information and resolve problems.
• Ability to lead others, establish priorities, work independently under minimal supervision, manage multiple detailed assignments, and handle stressful, deadline-driven situations professionally.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering provision applies.
• Series 7, Series 9, and Series 10 required.
• Series 63, Series 65, and/or Series 66 required as applicable by state, with the ability to obtain additional securities and advisory state registrations when required.

Culture & Benefits

• Guiding behaviors include Develop, Collaborate, Decide, Deliver, and Improve.
• Benefits may include medical, dental, and vision insurance; life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture values diverse backgrounds and authentic participation.