Associate, Custody Operations

Location: King of Prussia, Pennsylvania, United States; hybrid in-office operation

Base salary: $55,000–$70,000 per year, plus eligibility for the Company Bonus Pool and new-hire equity.

Company

hirify.global is a financial technology platform for retirement, education, healthcare, and other savings products, serving employers, financial advisers, institutions, payroll providers, government agencies, and individual savers.

What you will do

• Review incoming cash, wires, and checks in the trust accounting system.
• Process daily plan- and participant-level corrections and resolve complex operational issues.
• Coordinate with sub-custodians through trade booking and settlement for mutual funds, stable value funds, and ETFs.
• Identify, investigate, reconcile, and remediate cash, share, and data discrepancies.
• Oversee team action items, monitor deliverables, and coordinate with internal teams to meet timelines.
• Create and maintain operating procedures and audit record-keeping and plan administration components.

Requirements

• Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record.
• Strong aptitude for numbers and understanding of cash and traditional securities reconciliations.
• Ability to learn, create, and iterate rapidly.
• Proactive and analytical approach, with the ability to solve problems and propose solutions.
• Highly organized and dependable, with the ability to prioritize tasks and manage client expectations.
• High-level Excel proficiency.
• Strong written communication, critical thinking, and organizational skills.

Nice to have

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira.
• Understanding of how mutual funds, stable value funds, and ETFs trade and settle.
• Familiarity with custodial platforms such as Matrix or Schwab.
• Knowledge of ERISA rules and requirements and experience with compliance or record-keeping systems such as SunGard Relius, ASC, or FIS.
• Qualified 401(k) Administrator (QKA) or higher ASPPA credentials.
• Relevant record-keeper experience.

Culture & Benefits

• Full-time employee position with a hybrid work model and access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits, generous time off, and an Employee Wellbeing Committee.
• Competitive 401(k) plan, Company Bonus Pool eligibility, and new-hire equity eligibility.
• Cross-functional collaboration and a focus on transparency, clear communication, and employee wellbeing.

Hiring process

• Begin with 1–2 introductory conversations, followed by a role-specific skills or experience-based assessment.
• Successful candidates proceed to a virtual or in-person interview panel.
• Before an offer, hirify.global conducts reference checks with a current or former manager and a peer; recruiting correspondence comes only from an address ending in hirify.global.com.