VP, Workforce Management (Financial Services)

Location: Fort Mill/Charlotte, United States

Salary: $121,540–$202,498 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients with investment solutions, fintech tools, and practice management services.

What you will do

• Lead workforce management execution across all Service channels.
• Own scheduling, intraday and real-time management, service levels, schedule adherence, occupancy, and workforce optimization.
• Translate strategic workforce priorities into scalable processes, governance routines, and performance expectations.
• Develop dashboards, metrics, and reporting to drive accountability and operational performance.
• Own the workforce management technology roadmap, including AI enablement and NICE IEX.
• Build and lead a high-performing workforce management team while driving continuous improvement.

Requirements

• Bachelor’s degree in Business, Analytics, Operations Management, or a related discipline.
• 12+ years of experience in workforce management, contact center operations, service operations, or related functions.
• 5+ years of experience leading workforce management teams in large organizations.
• Deep expertise in scheduling, real-time operations, workforce optimization, service level management, operational performance management, and workforce analytics.
• Strong analytical, problem-solving, decision-making, communication, and cross-functional collaboration skills.
• Experience delivering process improvements and operational excellence initiatives in multi-channel service environments.

Nice to have

• Experience in financial services, brokerage, banking, wealth management, or another highly regulated industry.
• Experience implementing automation, AI-enabled workforce solutions, or advanced workforce analytics tools.
• Experience supporting large-scale service transformations and operational modernization.

Culture & Benefits

• Focus on accountability, innovation, collaboration, and operational excellence.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and a total rewards package supporting work and personal well-being.