Implementations Manager (Fintech)

TL;DR

Implementations Manager (Fintech): Managing end-to-end onboarding processes for Plan Sponsors and Financial Advisors onto hirify.global's financial technology platform, with an accent on coordinating with external stakeholders, project timelines, and service level agreements. Focus on providing subject matter expertise on plan design and ensuring a smooth transition for new plans.

Location: Hybrid in New York, Austin, King of Prussia, or Phoenix (US)

Salary: $80,000–$90,000

Company

hirify.global is a financial technology company that redefines how people save for retirement, education, and healthcare, enabling over 350,000 businesses and 1.5 Million active savers.

What you will do

• Serve as the primary internal client advocate representing plan sponsor and advisor contacts.
• Manage all aspects of the onboarding process from point of sale through successful transition of new plans.
• Coordinate with financial advisors, plan sponsors, prior recordkeepers, and third-party administrators to determine conversion timelines and key action items.
• Collaborate cross-functionally to provide support and ensure the team can deliver against expected service level agreements.

Requirements

• 4-7 years of experience in project management and leading team initiatives end to end.
• Professional experience using and optimizing internal technical operational tools (e.g., Jira, Zendesk, Asana, Google Workspace).
• Demonstrated aptitude for learning, creating, and iterating rapidly.
• Willingness to learn retirement plan design and plan conversion processes.
• Must be able to report to the office in a hybrid schedule in New York, Austin, King of Prussia, or Phoenix.

Nice to have

• General knowledge of ERISA rules and requirements, and experience with compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
• PMP or similar project management certifications.

Culture & Benefits

• Competitive health coverage and generous vacation offering.
• Dedicated Employee Wellbeing Committee.
• Hybrid office policy with bright, comfortable office options.
• Great 401(k) plan.
• Eligible to participate in the Company Bonus Pool and receive new hire equity.

Hiring process

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