Relationship Manager Core - Northern California (Financial Services)

Location: Remote within the Northern California territory, with travel for local or regional onsite advisor and client meetings. The role is typically performed from a residential office with a distraction-free workspace and reliable high-speed wired internet.

Base salary: $96,100–$135,700 per year, with sales incentives and potential bonus eligibility.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and retirement readiness.

What you will do

• Own retention and profitability for a book of corporate-market retirement-plan business, typically involving $10–$50 million in plan assets.
• Build and grow relationships with plan sponsors, advisors, third-party administrators, and other key decision makers.
• Collaborate on plan design, investments, retirement readiness, affiliated product solutions, and new business opportunities.
• Deliver plan-level reviews and support employee education planning.
• Resolve escalated issues and partner with internal departments to develop solutions.
• Work with the local sales team and senior staff to deepen advisor relationships and address complex clients, accounts, projects, analyses, and internal relationships.

Requirements

• FINRA Series 6 and 63 registrations are required within corporate-established timelines.
• A Life Insurance license is required.
• FINRA fingerprinting is required.
• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• 4+ years of financial services or other relevant experience, including 2+ years building strategic relationships.
• Foundational understanding of ERISA concepts covering compliance, plan design, and regulatory requirements.
• Ability to communicate moderately complex content clearly and succinctly.
• Ability to organize facts, data, and information to define problems and develop effective client or internal solutions.
• Basic negotiation and time-management skills, with manager oversight; commitment to personal and professional development.
• Ability to travel within the territory as required, primarily using a personal vehicle and with occasional overnight stays.

Culture & Benefits

• Flexible work environment with support for purpose, well-being, work-life balance, inclusion, and internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) retirement savings plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Tuition reimbursement of up to $5,250 per year and access to inclusive Business Resource Groups.