Senior Associate, Implementations Onboarding

TL;DR

Senior Associate, Implementations Onboarding: Serving as the liaison for Plan Sponsors and Financial Advisors while managing end-to-end onboarding of new plans onto hirify.global’s platform with an accent on project coordination, cross-functional delivery, and conversion timeline management. Focus on ERISA/plan design subject matter support, coordinating with recordkeepers/TPAs, and ensuring successful transition through release of conversion data.

Location: Based in New York City, Austin, King of Prussia, or Scottsdale (hybrid in-office operation)

Salary: $70K–$80K base + performance-based bonus

Company

hirify.global is a financial technology company powering the savings economy across retirement, education, and healthcare savings.

What you will do

• Act as the primary internal advocate for plan sponsor and advisor contacts throughout onboarding.
• Manage the onboarding process from point of sale through successful transition of new plans to hirify.global’s platform.
• Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to define conversion timelines, key action items, and delivery dates.
• Communicate overall project status to external and internal stakeholders.
• Collaborate cross-functionally to provide support and help the team meet expected service level agreements.

Requirements

• 2–4 years of experience in project management and leading initiatives end to end, with strong collaboration across internal and external stakeholders.
• Experience using and optimizing operational tools such as Jira, Zendesk, Asana, and Google Workspace.
• Ability to learn quickly and rapidly create, iterate, and improve processes.
• Willingness to learn retirement plan design and plan conversion processes from point of sale through release of conversion data.
• General knowledge of ERISA rules and experience with one or more compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS).

Nice to have

• QKA or higher ASPPA credential.
• PMP or similar project management certification.

Culture & Benefits

• Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits, generous time off, and an Employee Wellbeing Committee.
• 401(k) plan and eligibility to participate in the Company Bonus Pool.
• New hire equity eligibility.

Hiring process

• 1–2 introductory conversations, followed by a role-specific skills/experience assessment.
• Virtual or in-person interview panel, then reference checks before an offer.