Internal Client Relationship Manager-Retirement (Fintech)

Location: Remote work from Georgia, with additional work-from-home locations in Connecticut, New York, Minnesota, Arizona, and Massachusetts; frequent travel required.

Annual base salary: $63,470–$105,800 USD, plus potential incentive compensation.

Company

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

What you will do

• Manage new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.
• Maintain and strengthen relationships with key clients, distribution partners, brokers, and third-party administrators.
• Develop business plans and action steps for managing key client relationships.
• Consult with clients and brokers on investment performance, diversification, investment style, and suitability.
• Partner with plan sponsors to design participant education campaigns that increase participation and contribution rates.
• Support sales presentations, explain service and implementation processes, and introduce new products and services.

Requirements

• Minimum 4 years of experience in the financial services industry or 2 years of experience in the defined contribution marketplace.
• FINRA Series 6 or Series 7 and Series 63 licenses required within 90 days.
• State insurance license required.
• Strong analytical, organizational, and time-management skills.
• Ability to travel frequently.
• High school diploma or GED required.

Nice to have

• Bachelor’s degree preferred.
• Additional experience supporting client relationships, defined contribution plans, or retirement plan services.

Culture & Benefits

• Customer-focused environment emphasizing critical thinking, teamwork, business acumen, and learning agility.
• Health, dental, vision, and life insurance plans.
• 401(k) 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, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.