Associate, Retirement Plan Services (Fintech)

Location: Hybrid role based in the New York City, Austin, King of Prussia, or Scottsdale office

Salary: $60,000–$70,000 annual base salary, 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

• Support employer plan administration inquiries, change orders, and complex 401(k) plan issues.
• Research and complete plan design requests with internal plan design and plan document subject matter experts.
• Analyze client information, scope requests, provide consulting support, and manage escalations.
• Document client account updates and meet service-level, prioritization, and quality-control requirements.
• Create processes, playbooks, and resources to support operational efficiency and team expansion.
• Conduct post-mortems, identify process improvements, and collaborate with management and product teams on implementation.

Requirements

• College degree or equivalent customer service experience.
• 1–3 years of retirement industry experience preferred.
• Strong communication, critical thinking, analytical, organizational, and multitasking skills.
• Ability to collaborate with internal and external stakeholders and work independently within deadlines.
• Experience using and optimizing operational tools such as Jira, Zendesk, Asana, and Google Workspace.
• Ability to handle a high volume of incoming inquiries while maintaining accurate and timely service.

Nice to have

• Retirement certification such as QKA.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous time off.
• Dedicated Employee Wellbeing Committee.
• Competitive 401(k) plan.
• Eligibility for company bonus and new hire equity.

Hiring process

• One or two introductory conversations.
• 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.