M

moomoo

Global investing platform offering data tools

Financial Brand Store Manager

Retail Store ManagementPosted on Nov 12
Full-timeNew York, NY, USA

About the Job

Requirements

  • An active FINRA Series 7 and Series 24 license is required.
  • Strong communication skills, sound judgment with customer issues and confidential matters, and the ability to escalate regulated topics appropriately are required.
  • Ability to work onsite in New York City, including evenings, weekends, and holidays for events and store coverage, is required.
  • For the retail, hospitality, branch, or experiential store operations pathway: 5+ years of relevant operations experience, including 2+ years directly managing frontline teams; a proven track record running daily store workflows, scheduling, coaching staff, managing budgets, and driving customer satisfaction.
  • Alternatively, for the financial services pathway: brokerage or wealth client engagement experience; comfort explaining investment products, walking users through trading platforms, pitching platform value, and converting interested visitors; willingness to learn retail store operations and team leadership.

Responsibilities

  • Own end-to-end daily store operations, including staffing and scheduling, opening and closing routines, floor coverage, facility, inventory, and vendor coordination, while staying within approved budgets.
  • Lead, coach, and develop the frontline customer team through recruitment, onboarding, performance feedback, and building a collaborative, customer-first culture.
  • Deliver the in-store customer experience by greeting visitors, guiding product demonstrations, walking guests through Moomoo’s platform and offerings, routing regulated trading and account questions appropriately, collecting customer feedback, and resolving service issues.
  • Plan and run in-store workshops, community events, and brand activations; partner with the marketing team to turn campaigns into onsite experiences and drive local awareness.
  • Track store KPIs, including visitor engagement, event attendance, referrals, and customer satisfaction; iterate workflows to improve performance while following compliance, privacy, and brokerage rules.
  • Ensure all team members adhere to FINRA, compliance, and company requirements for customer communications, documentation, and escalation protocols.

Desired Qualifications

  • Experience launching a new location or experiential brand space.
  • Experience hosting investor workshops, client events, and local community partnerships.
  • Hands-on experience with customer relationship management (CRM) and performance reporting tools.
  • Passion for fintech, investing, and retail brand experiences.

About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Palo Alto, CA
Founded
2018

Recently Posted Jobs

Explore more opportunities at moomoo

See more jobs