Senior Associate, Retirement Plan Services (Fintech)

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

Salary: $70,000–$80,000 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 matters.
• Evaluate eligibility, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support requirements.
• Analyze client needs, assess feasibility, and recommend servicing or plan design solutions.
• Provide consultative guidance to plan sponsors, advisors, and internal stakeholders on administration, compliance, and operational best practices.
• Manage escalations, assess risks, coordinate cross-functional resources, and determine appropriate resolutions.
• Identify service gaps and systemic risks, then design processes, playbooks, and operational improvements with management and product teams.

Requirements

• College degree or equivalent customer service experience.
• 2–4 years of retirement industry experience preferred.
• Experience in project management and client or stakeholder collaboration.
• Strong communication, critical thinking, analytical, organizational, and independent decision-making skills.
• Experience using and optimizing operational tools such as Jira, Zendesk, Asana, and Google Workspace.
• Ability to multitask and manage a high volume of incoming inquiries within deadlines.

Nice to have

• Retirement industry certification such as QKA.

Culture & Benefits

• Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits and generous time off.
• Dedicated Employee Wellbeing Committee.
• Competitive 401(k) plan.
• Bonus pool participation and potential new hire equity.

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.