SVP, Head of Retirement Fiduciary Services

TL;DR

SVP, Head of Retirement Fiduciary Services: Lead the fiduciary advisory platform for institutional retirement plans, advancing strategy, growth, and execution to improve participant outcomes and simplify sponsor decisions with an accent on governance, plan design, and investment consulting. Focus on building high-performing teams, ensuring regulatory compliance, driving operational excellence, and fostering cross-functional collaboration.

Location: Wakefield, MA or hybrid; office-based with hybrid flexibility, primary location Wakefield, MA (or other agreed-upon office); up to 35% travel required; remote work may be considered per company policy

Salary: $170,000 - $240,000

Company

hirify.global is an established employee benefits firm serving nearly 5,000 U.S. clients with retirement plans, group health insurance, and financial planning solutions.

What you will do

• Provide strategic leadership for Retirement Fiduciary Services, evolving the advisory platform into an outcomes-oriented business lever for employers.
• Lead, develop, and manage teams including plan advisors, CIO, investment analysts, and financial wellness educators, with focus on performance, KPIs, and succession planning.
• Oversee fiduciary governance, regulatory compliance (ERISA, DOL/IRS), and high-quality review processes like IPS design and committee meetings.
• Drive operational improvements, process standardization, and cross-functional collaboration with Operations, Technology, Compliance, Sales, and Marketing.
• Engage key clients and prospects at executive level, translating technical concepts into business outcomes and serving as executive sponsor for relationships.
• Ensure transparency over business metrics like growth, retention, profitability, and participant outcomes; represent services in internal forums.

Requirements

• Bachelor’s degree; relevant licenses/designations (e.g., FINRA Series 65/66, CFA, CPFA, AIFA, QPA, QKA) required or obtainable within timeframe
• 15+ years progressive experience in retirement plan advisory, institutional consulting, or financial services, with significant leadership responsibility
• Deep expertise in fiduciary governance, institutional retirement plans, plan design, investment consulting, ERISA standards
• Direct experience overseeing investment teams (CIO/analysts) and plan advisor/client-facing teams
• Proven track record in driving growth, profitability, and cultural change in advisory/consulting business
• Strong strategic thinking, communication, team leadership, and ability to manage complexity

Culture & Benefits

• PTO, FTO after 2 years, 12 paid holidays (10 fixed + 2 floating), 2 community volunteer days, 5 summer half days
• Medical, dental, vision, life insurance, LTD/STD, retirement plan with 4% employer match, parental leave
• Collaborative, low-ego culture emphasizing values, long associate tenure (9-year average), diverse perspectives
• Top Place to Work awards (Boston Globe, Top Workplaces USA); focus on excellence, client impact, and team development