Client Relationship Manager (401k)

Location: Chicago, Illinois, United States

Salary: $99,090–$123,860 USD annual base salary

Company

hirify.global is a financial services company focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Manage and strengthen relationships with key clients, distribution partners, and third-party administrators.
• Lead new business implementation, asset retention, asset growth, and client satisfaction for an assigned book of business.
• Develop business plans identifying key clients and relationship-management actions.
• Consult with clients and brokers on investment performance, diversification, investment style, and suitability.
• Work with plan sponsors to design participant education campaigns that increase participation and contribution rates.
• Support sales representatives with presentations, subject-matter expertise, and new product and service initiatives.

Requirements

• Bachelor’s degree preferred, or equivalent work experience.
• Minimum of 4 years of experience in the financial services industry or 2 years of experience in the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 licenses.
• State insurance license.
• Strong analytical, organizational, and time-management skills.
• Ability to travel frequently.

Culture & Benefits

• Full-time employment in a purpose-driven and inclusive work environment.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Twenty days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.