Intermediate Account Manager (Retirement)

Location: Hybrid role based in Cedar Rapids, Iowa, United States; occasional travel of less than 10% for client meetings and sales final presentations.

Salary: $52,000–$62,000 per year, plus potential annual bonus eligibility.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions as part of Aegon.

What you will do

• Support daily administration of retirement plans and provide accurate, prompt customer service.
• Research issues across multiple systems, troubleshoot problems, and coordinate or negotiate resolutions.
• Build proactive relationships with clients, financial professionals, and internal service teams to support retention, growth, and profitability.
• Collaborate with internal partners to address client needs, maintain action plans, and consult on products, services, and capabilities.
• Lead client meetings in person or by conference call and communicate process improvements to management.
• Attend retirement-plan training and assist with mentoring new account managers.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• At least three years of customer relationship experience, including one year in the retirement or financial services industry.
• Knowledge of daily retirement plan administration.
• Strong relationship management and professional oral and written communication skills.
• Effective presentation, influence, and negotiation skills.
• Proficiency with Microsoft Office tools, including Excel.
• Applicants must be authorized to work for any employer in the United States.

Nice to have

• ASPPA designations such as RPF or QKA, and/or related certifications.
• Knowledge of internal systems including P3, Workplace Platform, and AQT.
• Knowledge of Salesforce.

Culture & Benefits

• Hybrid work environment with occasional client-related travel.
• Competitive pay, potential bonus eligibility, pension plan, 401(k) match, and employee stock purchase plan.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually in the first year, plus ten paid holidays per year.
• Tuition reimbursement, career training, parental leave, adoption assistance, and backup care.
• Employee resource groups, inclusion and diversity programs, wellness support, volunteer PTO, and employee recognition programs.