Client Relationship Manager (Financial Services)

Location: 100% remote work from home in New Jersey; frequent travel required.

Annual base salary: $109,000–$136,250 USD, plus potential incentive compensation.

Company

hirify.global provides financial services focused on helping individuals and communities achieve better financial futures.

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 priority clients and relationship-management actions.
• Advise clients and brokers on investment performance, diversification, investment style, and suitability.
• Partner with plan sponsors on participant education campaigns designed to increase participation and contribution rates.
• Support sales presentations and new product and service initiatives as a subject matter expert on service models, installation, ongoing service, and procedures.

Requirements

• At least 4 years of experience in the financial services industry or 2 years in the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 licenses required.
• State insurance license required.
• Strong analytical, organizational, and time-management skills.
• Ability to travel frequently.

Nice to have

• Bachelor’s degree or equivalent work experience.

Culture & Benefits

• Remote work-from-home arrangement with 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% and an employer-paid cash-balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time annually.