Senior Client Relationship Manager (Fintech)

TL;DR

Senior Client Relationship Manager (Fintech): Managing end-to-end client relationships for retirement plan sponsors with an accent on fiduciary wellness, plan governance, and participant engagement. Focus on driving retention, coordinating complex workflows across internal and external stakeholders, and ensuring compliance with ERISA and DOL regulations.

Location: Must be based in or able to commute to Phoenix, AZ (Hybrid)

Salary: $150,000–$175,000

Company

hirify.global is a financial services firm providing employer-based retirement planning, personalized financial planning, and investment services.

What you will do

• Manage end-to-end client relationships as the primary point of contact for plan sponsors and providers.
• Partner with Plan Advisors to execute annual service plans, governance calendars, and client communications.
• Organize fiduciary review meetings, prepare investment reports, and conduct fee analysis.
• Oversee plan conversion projects and coordinate implementation timelines.
• Research and resolve client inquiries regarding plan compliance and operations.
• Facilitate participant education initiatives and collaborate with financial coaches.

Requirements

• 5–10 years of experience in the financial services industry with direct support for retirement plans (401(k), 403(b)).
• FINRA Series 65 license required (or ability to obtain within 3–6 months).
• Strong understanding of ERISA, DOL, and IRS regulations.
• Proficiency in Microsoft 365 and Salesforce.
• Demonstrated ability to manage complex workflows and multiple client relationships.

Nice to have

• Professional designations such as C(k)P, CPFA, or AIF.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and robust learning and development programs.
• Commitment to diversity, equity, and inclusion.
• Reimbursement for job-related expenses.