Director, Relationship Management (Fintech)

Location: Hybrid role based in hirify.global’s New York office; King of Prussia, PA is also listed as a location. The role participates in hirify.global’s in-office operation.

Salary: $140,000–$155,000 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, serving employers, financial institutions, government agencies, and individual savers.

What you will do

• Lead relationships with state partners and serve as the primary contact for State Auto-IRA program administration.
• Conduct regular client meetings, identify risks, manage escalations, and ensure delivery against client objectives and agreed service commitments.
• Develop and execute success plans to improve client relationships, adoption, satisfaction, and ongoing program administration.
• Collaborate with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal on product launches, implementation strategies, and issue resolution.
• Communicate with clients through email, phone, online presentations, screen sharing, and in-person meetings.
• Support Sales and Operations teams with RFP responses for new state program opportunities.

Requirements

• Experience in client-facing retirement, wealth management, advisory, customer success, or relationship management roles.
• Ability to translate business goals into actionable, measurable initiatives and build trust with executive decision-makers.
• Understanding of government services, the financial industry, or financial services technology.
• Experience managing escalations, executing success plans, and collaborating across multiple organizations.
• Strong strategic problem-solving, organization, analytical, prioritization, written, and verbal communication skills.
• Strong proficiency with Microsoft Office, including Excel and PowerPoint.

Nice to have

• Basic project management and client onboarding experience, including setting targets, KPIs, and progress reporting.
• Knowledge of state-administered Auto-IRA programs or experience working with other state programs, governing boards, and staff.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous time off.
• Employee Wellbeing Committee and focus on employee wellbeing.
• Competitive 401(k) plan.
• Bonus pool and potential new-hire equity eligibility.

Hiring process

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