Retirement Plan Consultant (Finance)

TL;DR

Retirement Plan Consultant (Finance): Designing, implementing, and maintaining qualified retirement plans for clients while managing a book of business with an accent on strategic workforce consulting and investment advisory. Focus on driving client retention, expanding the sales pipeline, and ensuring ERISA compliance.

Location: Hybrid (Armonk, NY)

Salary: $160,000–$200,000

Company

hirify.global provides comprehensive financial services, including employer-based retirement planning and personalized investment services to help families and employers achieve financial security.

What you will do

• Design and maintain qualified retirement plan structures tailored to institutional client needs.
• Develop and manage a robust sales pipeline through referrals, COI management, and prospecting.
• Provide investment advisory services and select diverse plan options for decision-makers.
• Conduct benchmarking and due diligence to ensure plan competitiveness and regulatory compliance.
• Lead client relationships and execute customized strategies to meet sponsor goals.
• Facilitate fiduciary training and provide legislative consulting on ERISA updates.

Requirements

• Must be located in or able to work in Armonk, NY (Hybrid).
• 2+ years of experience in retirement plan services.
• Valid and relevant securities license required.
• Proven track record of exceeding sales goals and managing a CRM (Salesforce preferred).
• Strong understanding of ERISA regulations and fiduciary best practices.
• Bachelor's degree in Business, Economics, or Finance (preferred).

Nice to have

• 2–5 years of industry-related sales experience.

Culture & Benefits

• Competitive base pay with eligibility for variable compensation and annual bonuses.
• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and robust learning and development programs.
• Reimbursement for job-related expenses.
• Culture centered on diversity, equity, and inclusion.