Senior Associate, Implementations (Fintech)

TL;DR

Senior Associate, Implementations (Fintech): Serving as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to hirify.global's platform with an accent on project management and cross-functional collaboration. Focus on enhancing the onboarding experience and providing subject matter expertise on plan design and training.

Location: Must be based in either the New York City, Austin, King of Prussia, or Scottsdale office as part of hirify.global's hybrid in-office operation.

Salary: $70K - $80K, plus performance based bonus.

Company

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

What you will do

• 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 to our platform.
• Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates.
• Communicate overall project status to both external and internal stakeholders.
• Collaborate cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

Requirements

• 2-4 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 from point of sales to release of conversion data.

Nice to have

• General knowledge of ERISA rules and requirements, and experience with one or more 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

• Innovative, high-growth company with exciting milestones ahead.
• Competitive health coverage and generous vacation offering.
• Hybrid office policy with bright, comfortable offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix.
• Great 401(k) plan.

Hiring process

• 1-2 conversations about hirify.global, your experience, and your interests.
• Skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles).
• Virtual or in-person interview panel.