401k Operations Associate

Location: Hybrid in Dallas, Texas, United States

Company

hirify.global is a growing registered investment advisor combining wealth management expertise with fintech and technology to deliver tailored retirement and wealth management services.

What you will do

• Support advisors with ongoing service delivery for 401(k) plans and relationships with plan sponsors, investment committees, and participants.
• Prepare investment committee materials, including fund scorecards, fee benchmarks, participant data, plan health metrics, demographic analysis, and IPS reviews.
• Track action items and coordinate approved fund, plan design, and platform changes with recordkeepers and advisors.
• Maintain plan documents, disclosures, records, communications, and transactions, including 408(b)(2) disclosures, service summaries, IPS documents, and IC Charters.
• Resolve service issues with recordkeepers and TPAs, reconcile quarterly advisory fee billing, and follow up on discrepancies.
• Support prospect analysis, onboarding, platform migrations, billing setup, and the creation of workflows, checklists, templates, and timelines.

Requirements

• 4+ years of financial services experience, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA, or retirement plan-focused RIA.
• Direct experience with at least two major recordkeeping platforms and their sponsor and advisor portals.
• Working knowledge of contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and annual compliance and testing requirements.
• Familiarity with ERISA and fiduciary issues, including fiduciary status determinations and nondiscrimination testing failures.
• Strong Excel skills and experience working with a CRM; HubSpot experience is preferred.
• Clear, professional written communication with sponsors, vendors, and advisors.

Nice to have

• Experience with RPAG or Fi360.
• CRPS, QKA, CPFA, or another retirement plan designation.
• Experience with advisory fee billing and reconciliation, participant education, or financial wellness programs.
• Experience supporting multiple advisors or working in a growing firm or startup environment.

Culture & Benefits

• Collaborative environment with experienced advisors, entrepreneurs, and technologists.
• Opportunity to help build and scale hirify.global’s 401(k) services.
• Competitive compensation package.
• Full health benefits, 401(k) matching, and Roth options.
• Unlimited paid time off.