Implementation Consultant (Retirement Plans)

Location: Onsite in City of Taguig, Metro Manila, Philippines. Must be available to work overnight hours and extended hours or overtime during peak seasons or high-volume periods.

Company

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

What you will do

• Manage the successful installation of standard and non-complex new transfer or start-up retirement plan sales as the primary hirify.global contact, project manager, and consultant.
• Lead weekly calls and coordinate plan sponsors, financial advisors, third-party administrators, prior providers, payroll vendors, client service teams, sales teams, and internal departments.
• Explain service agreements, contracts, product features, and administrative responsibilities to plan sponsors, financial advisors, and third-party administrators.
• Review plan provisions for plans using internal compliance services and coordinate accurate restatement of retirement plan documents.
• Coordinate payroll file and method integration, transfer plan assets and records, maintain implementation timelines, and transition plans to the Client Service Manager.
• Apply quality assurance procedures and established controls to minimize market risks and gain/loss situations.

Requirements

• 1–2 years of implementation or related work experience.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent time management.
• Fluent English.
• Bachelor’s degree in Business or a related field is preferred.
• Availability to work overnight hours.

Nice to have

• Proficient knowledge of IRS codes, including 401(k), 403(b), 401(a), and 457(b).
• Proficient knowledge of IRS and DOL reporting.
• Proficient regulatory compliance and retirement plan document knowledge.

Culture & Benefits

• Flexible work environment with fluid career paths and support for internal mobility.
• Focus on purpose, well-being, work-life balance, and an inclusive workplace.
• Opportunities to contribute volunteer time to community causes.
• Regular employment with onsite workplace flexibility.