Senior Client Executive (Retirement Relationship Manager) (California)

Location: California, United States — working from home; remote field/travel environment with extensive travel exceeding 50%

Salary: $80,000–$105,000 annually, plus potential annual bonus.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions as part of the Aegon group.

What you will do

• Manage relationships with retirement plan clients, brokers, advisors, and third-party administrators through plan reviews, investment reviews, service meetings, and proactive communication.
• Retain client relationships and retirement plan assets across 401(k), defined benefit, and MEP plans.
• Resolve non-routine service issues by identifying root causes, developing resolution strategies, and coordinating resources.
• Advise clients and advisors on plan design, ERISA requirements, discrimination testing, plan enhancements, conversions, terminations, and corporate actions.
• Train clients on company processes, procedures, systems, and technology for participants and plan sponsors.
• Support sales presentations and organizational projects focused on service quality, training, client satisfaction, and retention.

Requirements

• Bachelor’s degree in a business-related field or equivalent education and experience.
• At least five years of retirement industry or similar experience.
• FINRA Series 6 and 63 licenses and life insurance licenses, or the ability to obtain them within six months.
• Thorough understanding of ERISA, retirement industry trends, plan management, compliance, administration, investments, and participant solutions.
• Proficiency with Microsoft Word, Excel, and PowerPoint.

Nice to have

• Advanced skills in Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Medical, dental, vision, disability, pension, and 401(k) matching benefits for eligible employees.
• Paid time off starting at 160 hours annually, plus ten paid holidays.
• Annual bonus eligibility, employee stock purchase plan, tuition reimbursement, and employee discounts.
• Parental leave, adoption assistance, backup care, employee assistance, and wellness programs.
• Career training, employee resource groups, inclusion and diversity programs, volunteer PTO, and employee recognition initiatives.