Client Executive Manager (Retirement Plans)

Location: Work From Home, USA; remote field/travel environment with frequent travel of 25–50%.

Salary: $110,000–$150,000 annually, plus potential sales/performance incentives and annual bonus eligibility.

Company

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

What you will do

• Manage an assigned retirement plan book of business through proactive client and advisor meetings, annual reviews, and strategic planning.
• Build client relationships, cross-sell products and services, and support retention and profitability.
• Resolve service escalations by identifying root causes, designing solutions, and coordinating resources through resolution.
• Advise clients and advisors on plan design, provisions, compliance testing, plan enhancements, investment changes, and participant communication.
• Train clients on company processes, systems, and resources; schedule workshops and support enrollment materials.
• Provide reporting, manage plan termination requests and special projects, and advise on corporate actions such as mergers and acquisitions.

Requirements

• Bachelor’s degree in a business-related field or equivalent education and experience.
• Ten years of retirement industry or similar experience.
• FINRA Series 6 and 63 licenses, or ability to obtain them within six months of the job entry date.
• Life and Health insurance license(s), as required by applicable state(s), or ability to obtain them within 12 months of the job entry date.
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and subject-matter expertise in technical, compliance, administration, investment, and participant solutions.
• Excellent communication, presentation, and relationship-building skills, plus decision-making, problem-solving, research, and attention-to-detail skills.
• Proficiency with Microsoft Office tools.

Nice to have

• Advanced skills in Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Remote work with frequent field travel and a collaborative, inclusive environment.
• Competitive pay, eligible bonuses, pension plan, 401(k) match, and employee stock purchase plan.
• Medical, dental, vision, disability, employee assistance, and back-up care programs.
• Paid time off starting at 160 hours annually in the first year, ten paid holidays, and eligible parental and adoption leave.
• Tuition reimbursement, career training, wellness programs, employee discounts, volunteer PTO, and employee resource groups.