Team Lead-Advisory Trading

Location: Charlotte, North Carolina, United States; at least four days per week in the office, with flexibility to work from home one day per week.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Lead, coach, and guide a team of Advisory Trading associates while supporting onboarding and performance development.
• Execute and oversee model implementation, portfolio rebalancing, cash management, and account-level trading transactions.
• Handle escalations, complex trading exceptions, operational issues, and volume spikes during market events.
• Monitor workflows, service levels, performance metrics, operational risks, and regulatory controls.
• Lead process improvement initiatives, automation opportunities, audits, control reviews, and risk assessments.
• Partner with Operations, Compliance, Technology, Service, and Advisory teams on business priorities and projects.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of experience in advisory trading, portfolio operations, wealth management, investment operations, or a related financial services function.
• Expertise in advisory trading processes, managed accounts, portfolio rebalancing, investment operations, financial markets, investment products, and risk controls.
• Ability to lead through influence while maintaining significant individual contributor responsibilities.
• Strong analytical, problem-solving, decision-making, communication, organization, and attention-to-detail skills.
• Valid United States work authorization is required without current or future visa sponsorship.

Nice to have

• FINRA Series 7 license.
• Experience with advisory trading and portfolio management platforms.
• Lean, Six Sigma, Agile, reporting, data analysis, or process automation experience.
• Experience trading stocks, ETFs, mutual funds, fixed income securities, and options.
• Experience with APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, or Microsoft Access.

Culture & Benefits

• In-person collaboration is foundational to the client-centric, relationship-based working model.
• Hybrid flexibility allows working from home one day per week, subject to role-specific expectations.
• Work involves collaboration across business, operations, compliance, technology, service, and advisory functions.
• The organization emphasizes accuracy, accountability, client service, continuous improvement, and inclusive recruitment.