Senior Client Relationship Manager (Hybrid)

TL;DR

Senior Client Relationship Manager (Hybrid): Own end-to-end client relationship management for retirement plan sponsors and provider partners, with an accent on fiduciary wellness, plan governance execution, and participant engagement. Focus on coordinating fiduciary review meetings, producing quarterly investment and fiduciary reporting, and managing complex compliance and operations questions across internal and external stakeholders.

Location: San Francisco, CA

Salary: $150,000 - $175,000 (base pay range)

Company

hirify.global provides employer-based benefits and personalized financial planning and investment services.

What you will do

• Manage client relationships end-to-end as a non-producing relationship manager and primary point of contact for plan sponsors and provider partners.
• Build and execute annual service and relationship plans with governance calendars, deliverables, and client communications.
• Organize fiduciary review meetings, coordinate provider action items, and produce agendas, meeting minutes, and follow-up communications.
• Review and prepare quarterly investment and fiduciary reports, supporting benchmarking and fee analysis activities.
• Maintain accurate client records and workflows in Salesforce (CRM) and fi360/Toolkit (investment monitoring system).
• Oversee plan conversion projects and support day-to-day plan administration and participant support with service partners.

Requirements

• 5–10 years of experience in the financial services industry with direct experience supporting retirement plan clients (e.g., 401(k), 403(b), and/or non-qual plans).
• FINRA Series 65 required (or ability to obtain within 3–6 months of hire).
• Strong understanding of capital markets and retirement plan investment vehicles, plus working knowledge of ERISA and related regulations (DOL, IRS).
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and Salesforce.
• Ability to communicate clearly in writing and verbally and present in client and committee meetings.
• Must acknowledge and adhere to hirify.global’s Code of Ethics.

Culture & Benefits

• Health, wellbeing, retirement, and other financial benefits, plus paid time off.
• Eligible roles may receive variable compensation, commission, and/or an annual bonus based on individual and company performance.
• Reimbursement of job-related expenses per company policy.
• Robust learning and development programs.
• Hybrid role based in the San Francisco, CA area.

Hiring process

• Application review with an AI-assisted screening process (AI does not replace human decision-making).
• Interviews and evaluation of client relationship, compliance, and fiduciary governance experience.