Associate, Conversions

Location: King of Prussia, Pennsylvania, United States; hybrid schedule with regular office attendance required

Salary: $65,000–$75,000 base annually, plus eligibility for the company bonus pool and new-hire equity.

Company

hirify.global is a financial technology company providing a savings platform for retirement, education, and healthcare needs.

What you will do

• Review and record cash and in-kind asset transfers in the trust accounting system.
• Coordinate trade booking and settlement for mutual funds, stable value funds, and ETFs with sub-custodians.
• Manage installation and deconversion operations for plans transitioning to or from the platform.
• Coordinate timelines, action items, and status updates with financial advisers, plan sponsors, record keepers, custodians, and third-party administrators.
• Monitor conversion wires, maintain client data in CRM systems, and resolve operational issues.
• Support procedures, training, strategic initiatives, and process improvements for the Implementations team.

Requirements

• Undergraduate or graduate degree in Finance or Accounting with strong academic performance.
• Strong aptitude for numbers and an understanding of cash and traditional securities reconciliation.
• Proactive, analytical, organized, dependable, and able to propose solutions.
• Ability to prioritize work, manage client expectations, and collaborate across teams.
• High-level Excel proficiency.
• Ability to work from and report to the King of Prussia office on a hybrid schedule.

Nice to have

• Experience with Google Workspace, Slack, Salesforce, Zendesk, Jira, or similar collaboration, project management, and CRM tools.
• Knowledge of mutual fund, stable value fund, and ETF trading and settlement.
• Knowledge of ERISA rules and compliance or record-keeping systems such as SunGard Relius, ASC, or FIS.
• QKA or higher ASPPA credentials and relevant record-keeper experience.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Employee Wellbeing Committee supporting employee wellbeing.
• Hybrid work model with access to collaborative offices.
• Competitive 401(k) plan.

Hiring process

• One or two introductory conversations.
• Role-specific skills or experience assessment followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.