Manager, RIA Operations (Fintech)

Location: Dallas, TX, United States of America; hybrid work schedule available for most roles.

Company

hirify.global provides fintech software and infrastructure for digital wealth management, securities access, and financial-market operations.

What you will do

• Build and lead a customer service and operations team supporting the launch and growth of the in-house RIA business.
• Recruit, onboard, coach, and develop team members while establishing performance standards and a client-focused culture.
• Design, document, implement, and improve workflows for RIA and sub-advisory services, including onboarding, account servicing, issue resolution, and escalations.
• Define service-level agreements, KPIs, quality controls, reporting, and risk-management practices.
• Partner with Compliance, Legal, Risk, Product, Technology, and Operations to maintain regulatory readiness and deliver digital service improvements.
• Translate client and operational needs into product enhancements, automation, workflow improvements, testing, implementation, and change management.

Requirements

• Bachelor’s degree in Business, Finance, Operations, Management, or a related field; equivalent relevant experience may be considered instead.
• Series 7 and Series 66 or Series 65 are required.
• Five or more years of progressive experience in financial services operations, client service, wealth management, broker-dealer operations, investment advisory services, or a related environment, including two or more years of direct people management.
• Experience hiring, coaching, managing performance, and developing teams.
• Experience building, scaling, or transforming operational teams, processes, and service models in a fast-paced or growth-stage environment.
• Strong knowledge of client service and operational practices in regulated financial services.
• Ability to design scalable workflows, procedures, service standards, controls, and performance metrics.
• Strong judgment, problem-solving, risk identification, prioritization, escalation management, and cross-functional communication skills.
• Ability to translate operational needs into actionable product and technology requirements.

Nice to have

• FINRA securities licenses and/or investment adviser-related credentials, where not already required by the business.
• Experience supporting RIA, broker-dealer, custody, clearing, wealth management, or fintech operations.
• Additional coursework or certification in financial services operations, project management, compliance, or process improvement.

Culture & Benefits

• Hybrid work schedule for most roles, combining work from home with work at a primary office.
• Healthcare benefits including medical, dental, vision, EAP, and HSA contribution matching.
• Competitive PTO, parental leave, and 401(k) match.
• Paid Calm app subscription plus external learning and tuition reimbursement benefits.
• Collaborative culture centered on grit, results, empathy, accountability, and teamwork.