Alight Financial Advisors Senior Client Manager (Financial Services)

Location: Virtual, Texas, United States of America; occasional travel to physical hirify.global offices may be required.

Salary: $90,000–$120,000 USD per year.

Company

hirify.global provides benefits, financial wellbeing, health, wealth, navigation, and absence management solutions for employers and their workforces.

What you will do

• Manage and deliver participant advisory services, including managed accounts, online advice, financial planning, and financial wellbeing solutions.
• Consult with clients on service features, utilization, participant engagement, service enhancements, plan changes, and regulatory impacts.
• Lead client relationship management, status updates, meetings, issue resolution, and coordination with vendor partners and internal stakeholders.
• Present product features and enhanced services, oversee client reporting and presentations, and represent Financial Services products in sales meetings.
• Develop client utilization, retention, and profitability strategies; review and approve client invoices.
• Test systems, support service delivery, and coach and mentor junior team members.

Requirements

• 3+ years of experience in the Financial Services/401k benefits arena, project management, complex client relationship management, and client consulting.
• Active FINRA Series 63 or Series 65 license at hire, or eligibility and ability to obtain the required license within six months of employment.
• Understanding of investment advisory solutions and the marketplace, including competitors, market pricing, delivery needs, and client expectations.
• Compliance, regulatory, and legislative knowledge and awareness.
• Excellent verbal and written communication, interpersonal, and customer service skills.
• Ability to develop and maintain effective relationships with internal and external stakeholders.
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, Copilot, and AI-powered tools.
• Ability to multitask and prioritize competing tasks, with strong analytical and problem-solving skills.
• Proactive approach with a high degree of initiative and ownership.
• Work authorization in the United States without current or future visa sponsorship requirements.

Culture & Benefits

• Flexible working arrangements and a virtual work setup.
• Health, dental, and vision coverage starting Day One.
• Retirement plans with contribution matching, generous time off, and parental leave.
• Wellbeing programs, continuing education, training, and career growth opportunities.
• Inclusive, collaborative, and growth-minded work environment.
• Virtual interviews are conducted by video; the role may require occasional travel to a physical office.

Hiring process

• Virtual interviews are conducted by video in a camera-on format.
• An offer is contingent on successfully completing a background check, which may include education, employment, criminal, sanctions, credit, drug, and identity verification checks as applicable.