Sr. Advanced Markets Consultant (Retirement Plans)

Location: Remote from Georgia, United States

Salary: $108,860–$136,080 USD annual base salary

Company

hirify.global provides financial services focused on helping individuals, communities, clients, and partners achieve better financial outcomes.

What you will do

• Research, analyze, and interpret the Internal Revenue Code, ERISA, and applicable state retirement plan laws, regulations, and guidance.
• Provide consultative support and technical guidance on qualified retirement plan design, operational compliance, correction methodologies, documentation, and regulatory obligations.
• Advise clients, plan sponsors, internal business partners, consultants, and stakeholders on complex retirement plan matters.
• Support pre-approved retirement plan documents, new business opportunities, prospect consultations, and complex matters involving mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.
• Provide expertise on fiduciary responsibilities, plan governance, committee oversight, and regulatory compliance.
• Create technical bulletins, educational resources, procedural documentation, client communications, training materials, stakeholder briefings, and regulatory updates.

Requirements

• Bachelor's degree.
• 10+ years of experience working with qualified retirement plans and related rules and regulations.
• Experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance environments.
• Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
• Excellent analytical, research, and problem-solving skills, including the ability to independently assess and resolve complex issues.
• Exceptional written and verbal communication skills, with the ability to translate technical concepts into practical, business-focused guidance.
• Ability to manage multiple priorities and deliverables in a fast-paced environment.
• Strong interpersonal and collaboration skills across multiple Retirement Services functions.
• Ability to engage with clients, consultants, and internal stakeholders to address complex inquiries and deliver high-quality solutions.

Nice to have

• Professional designations such as CPC, QPA, QKA, ERPA, CEBS, or similar credentials.
• Experience supporting large or complex retirement plan sponsors.
• Experience with retirement plan matters involving corporate transactions, fiduciary governance, and advanced compliance topics.

Culture & Benefits

• Purpose-driven, inclusive work environment focused on customer access, collaboration, and meaningful financial outcomes.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions up to 6% and an employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.
• Technology, automation, and AI-enabled tools are used to improve research efficiency, knowledge sharing, and regulatory support.