Retirement Implementation Specialist (Fintech)

TL;DR

Retirement Implementation Specialist (Fintech): Setting up customers with new 401(k) retirement plans with an accent on plan administration and operational efficiency. Focus on guiding customers through the onboarding process, streamlining retirement engine operations, and managing project timelines.

Location: Must be based in Denver, Phoenix, Chicago, or New York. Hybrid work expected (2-3 days per week in office).

Company

hirify.global is a platform helping small businesses manage payroll, health insurance, 401(k)s, and HR.

What you will do

• Onboard customers by setting up new 401(k) retirement plans.
• Guide customers through the implementation process to ensure a seamless experience.
• Utilize project management skills to streamline plan administration and drive operations.
• Contribute to building and optimizing the retirement engine.
• Actively engage with and integrate AI tools relevant to the role.

Requirements

• Must be based in the US (specifically Denver, Phoenix, Chicago, or New York).
• Strong project management skills to handle multiple moving parts.
• Ability to drive operations and streamline administration.
• Willingness to grow fluency in AI technology.

Culture & Benefits

• Competitive base pay, comprehensive benefits, and equity (RSUs).
• Hybrid work environment with designated office days.
• Inclusive workplace reflecting the diverse small business community.
• Mission-driven culture focused on empowering small business owners.