Associate, Conversions

TL;DR

Associate, Conversions (Finance/Operations): Manage conversion and onboarding processes for retirement, education, and healthcare savings plans on hirify.global’s platform with an accent on trust accounting reconciliation, trade settlement coordination, and installation/deconversion operational workflows. Focus on driving timelines across multiple stakeholders, monitoring conversion wires, and resolving operational issues while maintaining accurate client data in CRM systems.

Location: King of Prussia, PA (hybrid schedule; expected to report to the office)

Salary: $65K - $70K base

Company

hirify.global is a financial technology company powering the savings economy.

What you will do

• Review and record cash and in-kind asset transfers in the trust accounting system.
• Coordinate with sub-custodians to settle trades for mutual funds, stable value funds, and ETFs.
• Manage operational aspects of the installation process to transition new and conversion-qualified plans onto the hirify.global platform.
• Support deconversion by coordinating with receiving record keepers to liquidate and transfer plan assets from hirify.global.
• Coordinate onboarding/conversion timelines and action items across advisors, plan sponsors, prior record keepers, sub-custodians, and third-party administrators; communicate project status.
• Monitor outstanding conversion wires, update client data in CRM systems, and maintain written operating procedures.

Requirements

• Undergraduate or graduate degree in Finance or Accounting with strong academic performance.
• Strong aptitude for numbers and understanding of cash and securities reconciliation.
• High organization and dependability; ability to prioritize tasks and manage client expectations.
• Ability to use Excel at a high level.
• Proactive, analytical problem-solving mindset with ability to learn and iterate quickly.
• Hybrid role based in hirify.global’s King of Prussia office; expected to report to the office on a hybrid schedule.

Nice to have

• Experience with project management and CRM/tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira.
• Knowledge of how mutual funds, stable value funds, and ETFs trade and settle.
• General knowledge of ERISA rules and experience with compliance/record-keeping systems (e.g., SunGard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credentials.
• Relevant record-keeper experience.

Culture & Benefits

• Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Comprehensive health benefits, generous time off, and an Employee Wellbeing Committee.
• 401(k) plan and eligibility to participate in the Company Bonus Pool.
• New hire equity eligibility.

Hiring process

• 1–2 introductory conversations to discuss background and interests.
• Role-specific assessment (skills/experience-based) followed by virtual or in-person interview panel.
• Reference check with a manager and a peer before offer.