Branch Operations Manager (Financial Services)

Location: Charlotte, North Carolina, United States. Workstyle: Resident. Travel: Up to 50%.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Manage daily branch operations and support efficient branch-to-home-office workflows.
• Maintain compliance with firm and regulatory policies, complete self-audits, and support compliance visits and responses.
• Research and resolve complex client account issues and inquiries.
• Control operating expenses, review invoices and statements, and coordinate supplies, facilities, maintenance, cleaning, and security.
• Recruit, train, supervise, and review the work and performance of branch operations associates.
• Coordinate staffing, cross-training, registrations, continuing education, licensing, and selected Branch Manager duties.

Requirements

• Bachelor’s degree and at least three years of financial services experience, preferably including operational management and supervisory experience, or an approved equivalent combination of education, experience, and training.
• Required securities qualifications include SIE, Series 7, and Series 9 and 10.
• Series 63, 65, and/or 66 may be required depending on the state.
• Ability to obtain additional securities and advisory state registrations when required.
• Experience range: 3–6 years of general experience and 13 months–3 years of management experience.

Culture & Benefits

• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture emphasizing professional growth, collaboration, accountability, client-focused decisions, and continuous improvement.
• Equal opportunity workplace that values diverse backgrounds and authentic contributions.