Senior Manager, Enterprise Client Services (Fintech)

TL;DR

Senior Manager, Enterprise Client Services (Fintech): Managing a team to provide exceptional service for enterprise partners, advisors, and sponsors in the retirement FinTech space with an accent on establishing best practices, identifying efficiencies, and strategic development of service structure. Focus on coaching teams for service delivery, resolving client escalations, and driving process improvements for scalability.

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: $100,000–$110,000 base

Company

hirify.global is a financial technology company powering the new savings economy by redefining how people save for retirement, education, and healthcare.

What you will do

• Manage a team of client service professionals, establishing best practices and meeting SLAs.
• Ensure satisfaction of high-tiered enterprise partners, advisors, and sponsors.
• Lead client escalations and work with internal parties for resolution.
• Serve as subject matter expert on client plans and administrative procedures.
• Identify, analyze, and execute process improvements for scalability and efficiency.
• Drive key KPIs, client engagement, retention, and participation in retirement accounts.

Requirements

• 3-5 years of defined contribution experience, including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion for 401(k) and/or 403(b) plans.
• Develop and maintain strong business partnerships with financial advisors, Plan Sponsors, and vendors.
• Bachelor’s degree or equivalent work experience.
• Strong commitment to superior customer service and a positive, proactive attitude.
• Proficiency with Excel/Google Sheets, Word/Google docs, Adobe Acrobat, and network directories.
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.

Nice to have

• Knowledge of one or more record-keeping systems.
• Series 7, 65, 66 license.
• Qualified 401(k) Administrator (QKA) credential.

Culture & Benefits

• Competitive health coverage and generous vacation offering.
• Hybrid office policy with comfortable workspace options in Midtown Manhattan, Austin, King of Prussia, and Phoenix.
• Dedicated Employee Wellbeing Committee.
• 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., deeper experience call for this role).
• Virtual or in-person interview panel.
• References check with a current or former supervisor and peer.