Retirement Plan Services Manager (Finance)

TL;DR

Retirement Plan Services Manager (Finance): Managing and developing qualified and non-qualified retirement plan programs and product offerings with an accent on regulatory compliance and SME support for financial professionals. Focus on ERISA knowledge, performing due diligence on providers, and designing retirement plan training programs.

Location: Remote (United States)

Salary: $115,000 - $130,000

Company

hirify.global is a long-standing financial services company providing insurance, annuities, and wealth management solutions for over 175 years.

What you will do

• Manage retirement plan platforms and product offerings, including web-based applications and billing support.
• Serve as the Subject Matter Expert (SME) for regulatory guidance and ERISA compliance.
• Perform regular due diligence on approved retirement plan providers and research new product offerings.
• Develop and deliver ongoing training programs for financial professionals.
• Collaborate with Legal, Compliance, and Operations to ensure agreements and policies remain current.
• Provide leadership to team members and participate in the Product Committee to mitigate risks.

Requirements

• Must be based in the United States
• Bachelor's Degree in Business, Finance, or a related discipline.
• 5-7 years of experience in financial services, preferably as a retirement plan specialist or consultant.
• Required Licenses: FINRA Series 7, 24, and 66.
• Required Certification: CFP, AIF, or similar accredited fiduciary professional designation.
• Deep knowledge of ERISA and Defined Contribution plan design (401k, 403b, 457, etc.).

Culture & Benefits

• Flexible, hybrid approach to work allowing employees to choose where they work best.
• Commitment to Equal Employment Opportunity (EEO) and diversity.
• Professional environment within a stable, established corporation with over 175 years of history.