Senior Relationship Manager Mid-Market - Southern California (Retirement Plans)

Location: Remote, must reside within the Southern California territory; primary location Orange, California

Base salary: $116,300–$164,225 per year, plus potential sales incentives or bonus.

Company

hirify.global provides financial services and retirement solutions designed to help customers achieve financial freedom.

What you will do

• Manage a portfolio of approximately 20–30 complex mid-market retirement plans, generally with $50 million–$200 million in assets per plan.
• Build and deepen relationships with plan sponsors, advisors, third-party administrators, and internal stakeholders.
• Provide strategic guidance on plan design, investments, retirement readiness, industry trends, and regulatory updates.
• Lead plan reviews, participant education planning, client presentations, and participant communications strategies.
• Partner with sales and client service teams on business growth, new-business presentations, service delivery, and tailored client solutions.
• Resolve complex client issues, manage client P&L, lead renewals and negotiations, and optimize revenue and plan efficiency.

Requirements

• Bachelor’s degree in business or a related discipline, or equivalent experience.
• 5+ years of financial services experience, including strategic relationship management.
• Experience managing client relationships in financial services, retirement plans, or a related industry.
• Strong understanding of plan design, investment management, and fiduciary governance.
• Excellent negotiation, presentation, communication, business, financial, and risk management skills.
• FINRA Series 6 and 63 registrations, FINRA fingerprinting, and a Life Insurance License are required.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career development.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, ten paid company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Travel is expected at approximately 5–20% depending on the territory and client portfolio.