Advisor Support Team Lead (Fintech)

Location: Dallas, TX

Salary: $79,000–$113,000 USD annually

Company

hirify.global is building an AI platform for wealth professionals and partners with financial advisors to improve the accessibility and outcomes of financial advice.

What you will do

• Lead a diverse team of up to 14 professionals providing service to registered investment advisors through chat, email, and phone.
• Balance leadership, escalation resolution, projects, and hands-on customer support while maintaining service levels and customer satisfaction.
• Coach, train, motivate, and support the professional development of team members.
• Monitor interactions for accuracy and compliance with regulatory guidelines, identifying training and continuous-learning opportunities.
• Act as a product and systems expert, translate complex issues for technical and non-technical audiences, and coordinate defect and service-request resolution with Product and Engineering.
• Use customer feedback to support product-roadmap and process-optimization decisions, improve efficiency and morale, and maintain response templates and knowledge-base articles.

Requirements

• 3+ years of experience in a similar role, preferably in B2B, SaaS, and/or fintech.
• 2+ years of broker-dealer operations or clearing-firm experience.
• Working knowledge of investing and the work performed by Registered Investment Advisors on behalf of their clients.
• Empathic customer and team approach with exemplary active-listening and interpersonal skills.
• Ability to train, motivate, and coach others while maintaining high customer-service standards and team morale.
• Ability to work effectively as a follower, leader, or teammate as circumstances require.
• Technological aptitude and ability to learn modern technology stacks and ticket-management systems such as Zendesk and Jira.
• Strong ownership, communication, resilience, assurance, and creative problem-solving skills.

Nice to have

• FINRA Series 7 and 63 licenses.

Culture & Benefits

• Values include kindness, humility, growth mindset, ownership, healthy debate, resilience, and adapting quickly to change.
• Office-based work in Dallas, with amenity-filled offices also available in Culver City and San Francisco.
• Healthcare, dental, and vision insurance, plus a 401(k) plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional development, employee mobility, annual learning and development budget, company discounts, and financial guidance.
• One-month work-from-anywhere policy, except for certain positions and countries; eligible roles may also include a bonus program.