Retirement Operations Manager (Fintech)

TL;DR

Retirement Operations Manager (Fintech): Overseeing retirement plan administration and operations with an accent on compliance, data management, and client service excellence. Focus on managing plan documentation, fee analysis, and coordinating participant education initiatives to ensure smooth plan implementation and regulatory adherence.

Location: Hybrid role based in Orlando, FL

Company

hirify.global provides insurance, financial services, and HR consulting to improve the wellbeing and financial security of people across the US.

What you will do

• Oversee retirement plan administration, including plan amendments and recordkeeper fund changes.
• Conduct fee analysis, benchmarking, and review of retirement plan invoices.
• Manage key compliance deadlines, 5500 filings, and investment management documentation.
• Coordinate participant education sessions and enrollment meetings.
• Maintain and update client data and service agreements within Salesforce.
• Provide administrative support to advisors and clients to resolve inquiries.

Requirements

• 5+ years of experience in retirement plan operations or a similar role.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with Microsoft Office Suite and data analysis tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Must be able to maintain regular and predictable attendance in Orlando, FL.
• Ability to travel up to 25% for business needs.

Nice to have

• Bachelor's degree in Business, Economics, Finance, or a related field.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and robust learning and development programs.
• Variable compensation and annual bonus opportunities based on performance.
• Commitment to a culture that celebrates diversity, equity, and inclusion.