Director Participant Engagement

Location: Remote; must reside within the assigned territory. Primary location: Waltham, Massachusetts, United States. Applicants must be authorized to work for any employer in the U.S.

Base salary: $116,300.00–$164,225.00 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides retirement, financial advisory, and investment products and services designed to help customers achieve financial freedom.

What you will do

• Lead and manage a regional field team executing growth strategies and business plans for defined contribution plans, including 457(b), 403(b), and 401(k) plans.
• Increase plan participation, assets, savings rates, diversification, and wealth accumulation and distribution outcomes.
• Drive adoption of hirify.global products and services, including Managed Accounts through hirify.global Advisory Services.
• Build a high-accountability environment through coaching, feedback, training, learning, and career development.
• Ensure consistent service delivery, adherence to corporate policies, regulatory and fiduciary standards, and accurate monitoring of associated records.
• Develop partnerships with plan sponsors, regional personnel, and internal and external stakeholders; support sales presentations, strategic initiatives, and budget control.

Requirements

• Bachelor’s degree in Business or a related field preferred.
• 7–10 years of experience in the financial services industry.
• Understanding of management, training, coaching, and leadership principles.
• General understanding of technology software and ability to use Microsoft Word, Excel, PowerPoint, and Outlook and learn new systems.
• Demonstrated ability to influence and persuade others, drive behavioral change and personal development, identify strategies supporting organizational initiatives, and exceed corporate goals.
• FINRA Series 6, 63, 26, and 65 registrations are required within established timelines; at least two registrations are required for consideration.
• FINRA fingerprinting is required.
• Must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Previous management experience.
• Knowledge of financial services, defined contribution industries, and associated products and services.
• Financial services designation such as CFP, ChFC, CRC, or CRPC, or ability to obtain one within the first year.
• Demonstrated success in achieving or exceeding performance goals in prior roles.

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) plan with company matching contributions of up to 6%, financial advisory services, potential discretionary contributions, and a broad investment lineup.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten company holidays, three floating holidays, paid volunteer time, paid parental leave, disability leave, and FMLA programs.
• Business Resource Groups supporting inclusion and collaboration.