Senior Director, 529 Product Strategy & Market Solutions

Location: Kansas City, MO (hybrid); Boston, MA (hybrid); NYC (hybrid); or remote from Kansas, Massachusetts, Missouri, or New York, United States.

Salary: $150,000–$230,000 annual base salary for New York and Massachusetts locations, plus potential discretionary bonus and/or equity awards.

Company

hirify.global provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary technology with industry expertise to support complex operations.

What you will do

• Serve as a senior subject-matter expert on the 529 market, including state-sponsored programs, transfer agency, recordkeeping, transaction processing, tax reporting, participant servicing, and distribution models.
• Define and advance the 529 product vision and roadmap by translating client, market, regulatory, and operational needs into scalable product capabilities.
• Collaborate with Technology and Operations on account ownership, registration, trading, contributions, distributions, money movement, tax reporting, automation, and program-specific workflows.
• Engage state sponsors, program managers, investment managers, distributors, consultants, and other stakeholders to inform product priorities and support strategic relationships.
• Support RFPs, renewals, competitive pursuits, new business development, and opportunities for expanded products, services, partnerships, and revenue streams.
• Evaluate market trends, emerging technologies, competitive offerings, and distribution models to drive adoption, retention, operational scalability, and profitable growth.

Requirements

• Significant experience in the 529 or education savings industry, including deep knowledge of market structure, state-sponsored programs, and end-to-end program administration.
• Strong expertise in transfer agency and recordkeeping operations, including transaction processing, trading, account ownership and registration, tax reporting, and program-specific requirements.
• Comprehensive understanding of the 529 ecosystem, including state sponsors, program managers, investment managers, fund complexes, transfer agents, broker-dealers, aggregators, distributors, and financial advisors.
• Ability to translate regulatory, operational, client, and market requirements into product strategies, technology solutions, and scalable operational capabilities.
• Experience collaborating across Product, Technology, Operations, Sales, and client-facing teams to influence priorities and deliver business outcomes.
• Strong commercial and strategic acumen covering market opportunities, competitive differentiation, client value, product investments, and growth potential.
• Exceptional executive communication, presentation, and relationship management skills for engaging senior leaders, clients, prospects, and industry stakeholders.

Nice to have

• Established professional relationships and a strong network within the 529 and education savings industry.
• Experience across transfer agency or recordkeeping and brokerage or intermediary operating environments.
• Experience supporting multiple state-sponsored 529 programs with differing processing, trading, investment, and reporting requirements.
• Background in product management, product strategy, or solution design within 529, wealth management, asset management, recordkeeping, or financial technology.
• Experience supporting strategic RFPs, competitive conversions, client renewals, or significant business development opportunities.
• Direct experience with TA2000, Customer Legal Owner functionality, and 529-specific tax reporting requirements.
• Experience evaluating strategic partnerships, fintech solutions, employer-benefit platforms, payroll integrations, or emerging 529 distribution and contribution channels.

Culture & Benefits

• Hybrid work is available in Kansas City, Boston, and New York; remote work is available from Kansas, Massachusetts, Missouri, and New York.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.
• Exposure to industry experts, modern platforms, and large-scale enterprise environments.