Director - HTK Operations

Location: Remote - United States

Base salary: $145,000–$165,000 per year

Company

hirify.global is a financial services company providing life insurance, annuities, wealth management, and institutional asset management products and services through Financial Professionals across the United States.

What you will do

• Lead broker-dealer and RIA back-office operations, including account onboarding and maintenance, trading support, cashiering, disbursements, transfers, suitability review, contact center operations, compensation, and advisor support.
• Establish operational standards, SLAs, KPIs, capacity planning, escalation paths, and issue-management routines.
• Oversee new-account supervisory functions and regulatory controls in partnership with Compliance and Risk.
• Lead regulatory exam readiness, remediation, and the identification and closure of procedural and control gaps.
• Implement Docupace for new-account workflows, books and records, and straight-through processing.
• Improve vendor integrations, data quality, system performance, and operational resiliency while using analytics to identify operational risk.

Requirements

• Deep expertise in broker-dealer operations and FINRA, SEC, and MSRB regulatory frameworks.
• 10+ years of experience leading teams and cross-functional initiatives.
• 10+ years of experience in life insurance, annuities, or financial services, with a focus on agile delivery and digital transformation.
• Series 65 and Series 24 registrations required; Series 27 preferred.
• Bachelor's degree required.
• Demonstrated ability to build and lead high-performing teams, manage stakeholders, communicate clearly, and drive strategic change.

Culture & Benefits

• Work remotely from the United States.
• Partner with Financial Professionals and clients to support financial goals.
• Collaborate with Compliance, Risk, Technology, and external vendors.
• Operate within a regulated broker-dealer and registered investment advisor environment.