Brokerage Operations Manager (Fintech)

Location: NYC office, hybrid

Salary: $117,000–$131,000 per year, plus equity

Company

hirify.global is a Series B fintech and registered investment advisor building an AI-native platform, client portal, and operational infrastructure for independent financial advisors.

What you will do

• Build and own end-to-end operational workflows across the broker-dealer lifecycle, from trade setup through settlement.
• Establish post-trade monitoring, reconciliation, error investigation, quality control, and corporate action processes.
• Design workflows for client money movement, deposits, account setup exceptions, and account restrictions, including domestic and international transfers.
• Monitor anomalous account activity and coordinate timely escalation and resolution.
• Support FINRA requests, audits, client complaint reporting, and regulatory reporting across product types.
• Identify and implement AI and agentic automation for reconciliation, exception detection, approval workflows, and reporting.

Requirements

• 3–5 years of experience across investment banking, consulting, or fintech startups.
• Experience in a high-growth fintech or startup, or in building an operations function from the ground up.
• Strong attention to detail and the ability to operate effectively in an ambiguous, newly established function.
• Ability to create SOPs, controls, and repeatable processes where none exist.
• Experience partnering with Investment Operations, Legal & Compliance, and Product/Engineering teams.
• Comfort using AI and automation tools to reduce manual reconciliation and exception-detection work.

Nice to have

• Experience at an introducing broker-dealer or clearing firm such as Fidelity NFS, Pershing, or Apex.
• Familiarity with cashiering operations, money movement and wire approvals, and AML alert monitoring.
• Working knowledge of the trade lifecycle and FINRA/SEC compliance reporting.
• SIE, Series 4, or Series 53 certification.

Culture & Benefits

• Competitive salary and equity package.
• Unlimited PTO and paid company holidays.
• Medical, dental, vision, 401(k), commuter, and HSA/FSA plans.
• NYC office in the heart of Manhattan with lunch and snacks provided.
• Virtual mental health care, health concierge services, and an employee assistance program.