Intermediate Client Onboarding Manager (Financial Services)

Location: Hybrid office environment on Tuesday, Wednesday, and Thursday, with listed locations in Cedar Rapids, Denver, Baltimore, and Philadelphia, United States. Candidates must have legal authorization to work in the U.S.; immigration-related employment sponsorship is not available.

Salary: $65,000–$73,000 annually.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions.

What you will do

• Manage the installation and conversion of defined contribution retirement plans for small to mid-size plan sponsors.
• Create project plans, monitor deliverable dates, and coordinate plan data, investment liquidation, blackout periods, and effective dates.
• Coordinate recordkeeping setup, asset transfers, allocations, first deposits, education, and payroll file integration.
• Ensure plan documents, contracts, regulatory notices, and participant enrollment materials are accurate and delivered on time.
• Serve as the primary contact for plan sponsors and coordinate with financial advisors, third-party administrators, sales executives, and internal partners.
• Review conversion, payroll, and census data, identify issues, and support plan compliance discussions.

Requirements

• Bachelor’s degree in a business field or equivalent experience.
• At least two years of financial services experience, including client management, installations or conversions, or contract compliance.
• Good understanding of retirement plan regulations.
• Strong written and verbal communication, relationship-building, organization, time management, problem-solving, and attention-to-detail skills.
• Ability to learn and navigate multiple systems and applications.
• Legal authorization to work in the United States without immigration sponsorship is required.

Culture & Benefits

• Hybrid office environment with collaboration across internal and external stakeholders.
• Medical, dental, vision, disability, pension, and 401(k) match benefits for eligible employees.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Tuition reimbursement, career training, development opportunities, and employee discounts.
• Parental leave, adoption assistance, backup care, wellness programs, and employee assistance resources.
• Employee resource groups, inclusion and diversity programs, volunteer benefits, and matching gifts.