Retirement Plan Analyst (Hybrid)

TL;DR

Retirement Plan Analyst (Hybrid): Supporting the design, implementation, and maintenance of qualified retirement plans for clients with an accent on ERISA/fiduciary compliance, plan consulting deliverables, and client relationship growth. Focus on hands-on plan design, benchmarking and investment menu analysis, and coordinating participant education and sponsor communications under senior guidance.

Company

hirify.global helps people do their best work and live their best lives through employer-focused financial and retirement plan services.

What you will do

• Support business development and client growth by learning hirify.global’s employer solutions and assisting with RFP/prospect-facing activities under senior consultants.
• Assist senior consultants with client relationship management, including plan sponsor communications, strategic reviews, and retention-focused execution.
• Deliver and/or support retirement plan consulting services such as plan design, benchmarking, investment menu analysis, and fiduciary guidance.
• Coordinate participant education and engagement efforts and connect participants to appropriate financial advisors when needed.
• Support compliance work by tracking regulatory/legislative developments and assisting with testing, plan amendments, and fiduciary training.
• Collaborate across the service team (Client Relationship Managers, Investment Consultants, Employee Engagement Managers, Financial Advisors) to ensure a coordinated client experience.

Requirements

• Must be eligible to work in the United States without the need for work visa or residency sponsorship.
• 2–5 years of retirement plan related experience and a foundational understanding of ERISA regulations and fiduciary best practices.
• Ability to maintain confidentiality of highly sensitive client information (personnel and financial data).
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM tools (Salesforce experience preferred).
• Must be licensed to allow registration as an IAR of hirify.global Investment Advisors and be actively working toward a valid relevant securities license.
• Regular and predictable attendance; business travel up to 25%.

Culture & Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off and overtime pay for non-exempt employees.
• Reimbursement of job-related expenses per company policy.
• Robust learning and development programs.
• Equal opportunity employer with a culture focused on diversity, equity, and inclusion.