Operations Manager (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $68,804.00–$114,639.00 per year

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

• Manage the day-to-day operations of the Wealth Advisors Group team while remaining closely involved in tactical execution.
• Lead, coach, train, mentor, and develop operations specialists through feedback, recognition, and development opportunities.
• Partner with Wealth Advisors Group leadership to deliver departmental goals and initiatives.
• Identify operational deficiencies and implement effective processes to improve efficiency and accuracy.
• Create, update, and implement operational training materials and guides.
• Apply sound business judgment, follow compliance procedures, and conduct weekly team meetings.

Requirements

• Bachelor’s degree or equivalent work experience in a related discipline.
• At least 2 years of experience coaching, managing, or leading a team.
• Series 7 license, or ability to obtain it within 180 days.
• Strong collaboration, client focus, teamwork, creativity, and continuous-improvement mindset.
• Excellent verbal and written communication skills and very strong attention to detail.

Nice to have

• Experience with CRM tools such as Salesforce.
• Experience using Smartsheet.
• Flexibility to work varying schedules and hours as needed.
• Willingness to advocate for operational excellence, best practices, improvements, and efficiency gains.

Culture & Benefits

• Full-time role in a fast-paced, collaborative, client-focused environment.
• Benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Application requires logging in or creating an account; principals only.
• LPL communicates with applicants only from an @lplfinancial.com email address and does not request payment or bank or credit card information during interviews.

Hiring process

• Log in or create an account to apply.
• Applicants should verify that interview communications come directly from an @lplfinancial.com email address.