Director, Client Relations (Fintech)

TL;DR

Director, Client Relations (Fintech): Managing and strengthening relationships with retirement plan clients with an accent on plan design, regulatory compliance, and investment management. Focus on driving revenue growth through cross-selling, ensuring client satisfaction, and acting as a trusted advisor in a complex financial environment.

Location: Must be based in or able to commute to Sandy, UT (Hybrid)

Company

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

What you will do

• Lead and manage assigned client relationships, serving as the primary point of contact for retirement plan matters.
• Develop and execute customized relationship strategies to maximize plan effectiveness and client satisfaction.
• Collaborate with internal specialists to design comprehensive retirement solutions and provide guidance on investment management.
• Conduct regular plan reviews to ensure compliance with ERISA regulations and IRS testing requirements.
• Identify and pursue cross-sale opportunities to address broader client needs and drive revenue growth.
• Lead due diligence efforts during the RFP process and highlight the company's value proposition.

Requirements

• 8+ years of experience in retirement plan services.
• Must possess a valid relevant securities license.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with Microsoft Office Suite and CRM software (Salesforce preferred).
• Ability to travel for business up to 25%.
• Bachelor's degree in Business, Economics, Finance, or related field.

Culture & Benefits

• Comprehensive health, wellbeing, and financial benefits.
• Retirement planning and investment services.
• Paid time off and robust learning and development programs.
• Collaborative, client-centric team environment.
• Commitment to diversity, equity, and inclusion.