Senior Associate, Relationship Management (Auto-IRA & 529)

Location: New York City, Austin, King of Prussia, or Scottsdale offices with a hybrid in-office model; exceptional candidates may be hired fully remote within the United States.

Base salary: $70,000–$80,000 per year, plus eligibility for the Company Bonus Pool and new hire equity.

Company

hirify.global is a financial technology company providing savings infrastructure for retirement, education, and healthcare needs, serving employers, financial institutions, advisers, government agencies, and individual savers.

What you will do

• Develop partner relationship plans, monitor progress, and participate in status meetings.
• Manage complaints, troubleshoot problems, and implement solutions using independent judgment.
• Coordinate with Middle Office, Operations, Product, Finance, Legal, and Compliance teams.
• Own responses to escalated partner issues and orchestrate internal resources to resolve concerns.
• Support partner reporting requirements and ensure accurate, timely delivery.
• Maintain documentation of communications, project status, and issue resolution for accountability and audit readiness.

Requirements

• 1–3 years of experience, including client service.
• Ability to multitask while handling a high volume of incoming inquiries.
• Strong time management, organizational, analytical, and prioritization skills.
• Critical problem-solving skills and sound judgment.
• Excellent written and verbal communication skills.
• Commitment to superior customer service and a proactive team-oriented approach.

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.
• Employee Wellbeing Committee focused on employee wellbeing.
• Competitive 401(k) plan.
• Company Bonus Pool eligibility and new hire equity eligibility.

Hiring process

• 1–2 introductory conversations about experience, interests, and expectations.
• 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.