Financial Brand Branch Manager

About the role

Moomoo’s mission is to democratize finance for all. As the Store Manager of our NYC Brand Store, you will lead the most visible in-person experience for our brand—connecting investors with powerful trading tools, market insights, and financial education.

Responsibilities

• Oversee the daily operations of the NYC Brand Store and ensure an outstanding in-person client experience.
• Lead, coach, and develop a team of financial customer experience associates to achieve sales and service targets.
• Provide ongoing training, mentorship, and performance feedback to drive team development and operational excellence.
• Build a collaborative and inclusive team culture that reflects moomoo’s values.
• Develop and execute sales and engagement strategies to increase store traffic, customer acquisition, and account openings.
• Build long-term client relationships through personalized engagement and financial education.
• Host or participate in in-store events, product demonstrations, and investor education sessions.
• Partner with marketing and partnership teams to support brand activations and promotional campaigns.
• Serve as the escalation point for complex customer inquiries related to equities trading, options, and brokerage services.
• Ensure customers receive accurate, timely support while maintaining a high standard of professionalism and service.
• Maintain structured client engagement strategies to deepen relationships and drive retention.
• Maintain deep knowledge of moomoo’s products, trading tools, and investment platform.
• Stay current on market trends, economic developments, and trading strategies.
• Educate customers on investment concepts, platform functionality, and trading opportunities.
• Ensure all marketing, sales, and customer interactions comply with FINRA, SEC, and internal regulatory policies.
• Supervise licensed activities in the store in accordance with supervisory responsibilities under FINRA regulations.
• Monitor store reporting including sales performance, client conversion metrics, and operational processes.

Requirements

• Active FINRA Series 7 license and 24 license
• 3+ years of leadership experience in financial services, brokerage, fintech, or wealth management
• Strong understanding of equities markets, options trading, and brokerage operations
• Demonstrated experience managing teams and delivering strong sales or service results
• Experience in brokerage branch leadership or client-facing financial advisory roles
• Personal trading experience and deep passion for the U.S. stock market
• Strong presentation, communication, and client relationship management skills
• Experience leading customer-facing teams in high-growth or fintech environments

Benefits

Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $110,000-$140,000. This role is also eligible to participate in our discretionary bonus plan.