TL;DR

Team Mentor, Employer Services (Fintech): Overseeing a team of individual contributors and providing high-quality service to clients in the 401(k) and retirement plan space with an accent on managing client escalations and ensuring compliance. Focus on fostering teamwork, professional growth within the subteam, and identifying process improvements for operational efficiency.

Location: This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of %hirify_global%'s hybrid in-office operation.

Salary: $70,000–$80,000 base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.

Company

%hirify_global% is a financial technology company redefining how people save for retirement, education, and healthcare needs, serving over 350,000 businesses and nearly 1.5 Million active savers across the United States.

What you will do

Act as the primary point of contact for 401(k) plan sponsor clients, responding to inquiries regarding plan administration, contributions, and integrations.
Collaborate with cross-functional teams to troubleshoot and resolve complex client issues and escalations, ensuring high client retention.
Share data-driven insights with product teams to improve the platform and planning roadmap.
Lead, mentor, and coach a small subteam of individual contributors, fostering professional growth and conducting performance reviews.
Lead team training and development, ensuring team members are updated on industry trends and product changes.
Identify process improvements within Employer Services to enhance client satisfaction and operational efficiency, monitoring and reporting on team performance.

Requirements

Fintech, Financial Services, or Retirement industry experience.
Previous people management or leadership experience.
Strong time management, critical thinking, research, and problem-solving skills.
Commitment to superior customer service and a positive, proactive attitude.
Proficiency with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat.
Excellent attention to detail and accuracy with numbers and basic calculations.

Nice to have

Fintech or Retirement industry experience.
Series 6, 7, 63, 65, 66 certifications.
QKA, QKC certifications.
Six Sigma certification.
Previous experience from Payroll, Employee Benefits.

Culture & Benefits

Competitive health coverage and generous vacation offering.
Hybrid office policy with comfortable workspace options in New York City, Austin, King of Prussia, and Phoenix.
Strong 401(k) plan.
Employee Wellbeing Committee and values health and wellness.

Hiring process

Initial 1-2 conversations to get to know team members, experience, and interests.
Skill or experience screen (e.g., coding interview, portfolio review, deeper experience call).
Virtual or in-person interview panel.
References check stage with current or former supervisor and peer.

Team Lead, Employer Services (Fintech)