Senior Specialist, Plan Design (Fintech)

TL;DR

Senior Specialist, Plan Design (Fintech): Consulting on retirement plan design and document creation with an accent on ERISA, DOL, and IRS regulatory compliance. Focus on translating business goals into legally compliant plan documents and optimizing document automation processes.

Location: Hybrid (Austin, TX or Scottsdale, AZ)

Salary: $75,000 – $85,000 + performance bonus

Company

hirify.global is a financial technology company redefining how people save for retirement, education, and healthcare savings needs.

What you will do

• Collaborate with Plan Sponsors to create optimal defined contribution plan designs and address technical queries.
• Independently interpret ERISA, DOL, and IRS regulations to maintain compliant retirement plan documents.
• Prepare plan documents, including discretionary amendments, restatements, and participant notices.
• Partner with Product teams to improve document automation and technology-supported drafting processes.
• Manage workflows for large-scale document projects to ensure timely and scalable execution.
• Coordinate with Onboarding and Client Success teams to ensure seamless plan implementation.

Requirements

• Must be based in or be able to work from Austin, TX or Scottsdale, AZ.
• Deep subject matter expertise in ERISA, DOL, and IRS regulations.
• At least 5 years of experience in qualified/non-qualified plans, including design consultation and document drafting.
• Proficiency with Excel, Microsoft Office suite, and Google Workspace.
• Strong communication skills and a collaborative approach with internal stakeholders and clients.

Nice to have

• Knowledge of plan document drafting systems such as FT William, Datair, ASC, or Sungard Relius.
• Understanding of API functionality.
• Experience with Salesforce or similar CRM software.
• QKA or higher credential from ASPPA or equivalent career experience.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Competitive 401(k) plan.
• Eligibility for new hire equity in the company.
• Hybrid work model combining flexibility with collaborative office environments.
• Dedicated Employee Wellbeing Committee.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment (e.g., deeper discussion of relevant experience).
• Virtual or in-person interview panel followed by reference checks.