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3 часа назад

Mid-Market Client Relationship Manager (401(k))

108 860 - 136 080$
Формат работы
remote (только USA)/onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Mid-Market Client Relationship Manager (401(k)): Managing defined contribution plan relationships, retention, contract negotiations, and client growth with an accent on investment consulting, plan optimization, and cross-functional service delivery. Focus on negotiating service agreements, coordinating enhancement projects, developing RFP responses, and positioning 401(k) recordkeeping solutions for clients.

Location: Work from home or a Voya location in the United States; candidates must be located where they can cover the designated territory. Nationwide territory with 35–50% travel.

Annual base salary: $108,860–$136,080 USD, plus potential incentive compensation.

Company

hirify.global provides financial services and retirement solutions focused on improving individuals’ and communities’ financial futures.

What you will do

  • Manage relationships with client stakeholders, brokers, advisors, and third-party administrators for defined contribution plans.
  • Advise clients on investment performance, diversification, plan design, product solutions, and participant engagement.
  • Lead cross-functional service teams and measure delivery against agreed client metrics.
  • Manage client retention, RFIs, RFPs, benchmarking exercises, contract negotiations, pricing, and service-level agreements.
  • Coordinate client enhancement projects, including scope, resources, costs, implementation dates, and expectations.
  • Identify growth and cross-sale opportunities and contribute to new 401(k) business development and RFP responses.

Requirements

  • 6+ years of client service relationship management experience for defined contribution plans.
  • Strong understanding of 401(k) plans and investment products.
  • Strong client management, interpersonal, presentation, negotiation, verbal, and written communication skills.
  • Bachelor’s degree or equivalent.
  • State insurance license must be obtained within 60 days of hire.
  • Industry certifications and FINRA Series 6 or 7 and 63 licenses are required.

Culture & Benefits

  • Health, dental, vision, and life insurance plans.
  • 401(k) savings plan with company matching contributions of up to 6%.
  • Employer-paid cash balance retirement plan with a 4% contribution.
  • 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
  • Tuition reimbursement of up to $5,250 per year and 40 hours of paid volunteer time annually.

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