Associate, Saver Operations (Fintech)

Location: Hybrid in-office role based in New York, NY; Austin, TX; King of Prussia, PA; or Scottsdale, AZ, United States

Salary: $55,000–$65,000 base annually, plus eligibility for the Company Bonus Pool and new hire equity.

Company

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

What you will do

• Process participant requests for retirement plan distributions and loans accurately and efficiently.
• Follow company procedures, regulatory requirements, and quality standards for all transactions.
• Manage a high volume of time-sensitive tickets while maintaining accuracy and productivity.
• Contact participants by phone and email to verify information and collect supporting documentation.
• Document participant interactions and outcomes in Jira and other tracking systems.
• Collaborate with colleagues to improve workflows and participant satisfaction.

Requirements

• Familiarity with Jira, Zendesk, Aircall, or similar task management and CRM tools.
• Understanding of retirement plans and related processes, including loans and distributions.
• Strong verbal and written communication skills.
• Excellent organization and the ability to manage competing priorities.
• Willingness to learn, adapt, receive coaching, and grow within the role.
• Experience in a high-volume, detail-oriented environment is beneficial.

Culture & Benefits

• Hybrid work model with collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits and generous time off.
• Employee Wellbeing Committee supporting employee wellbeing.
• Competitive 401(k) plan.

Hiring process

• Begin with one or two introductory conversations.
• Complete a role-dependent skills or experience assessment followed by a virtual or in-person interview panel.
• Provide references from a current or former manager and a peer before an offer.