Senior Retirement Plan Consultant (Finance)

TL;DR

Senior Retirement Plan Consultant (Finance): Designing, implementing, and managing qualified retirement plans for institutional clients with an accent on ERISA compliance, investment advisory, and strategic business development. Focus on building a robust sales pipeline, fostering long-term client relationships, and providing expert regulatory consulting to ensure plan competitiveness.

Location: Must be based in or able to commute to Clayton, MO (Hybrid). Must be eligible to work in the United States without sponsorship.

Company

hirify.global is a people-first organization dedicated to helping clients achieve their financial and workplace goals through comprehensive retirement and wealth solutions.

What you will do

• Manage and grow a book of business by designing complex retirement plan structures tailored to client needs.
• Develop a robust sales pipeline through referrals, networking, and strategic business development activities.
• Lead client relationships, acting as the primary point of contact for plan sponsors and decision-makers.
• Provide investment advisory services and benchmarking due diligence to ensure plan competitiveness.
• Collaborate with internal teams to ensure plan compliance, testing requirements, and regulatory adherence.
• Facilitate fiduciary training and provide ongoing legislative consulting to clients.

Requirements

• Must be eligible to work in the United States without visa or residency sponsorship.
• 2+ years of experience in retirement plan sales or related industry roles.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Must possess a valid, relevant securities license and be eligible for IAR registration with hirify.global.
• Proven track record of exceeding sales goals and managing a sales pipeline in a CRM like Salesforce.
• Ability to travel up to 25% for client meetings and industry events.

Culture & Benefits

• People-first culture committed to growth, diversity, and inclusion.
• Comprehensive health, wellbeing, and financial benefits package.
• Robust learning and development programs for career advancement.
• Supportive environment that values authenticity and individual contribution.