Retirement Plan Services Manager

TL;DR

Retirement Plan Services Manager (Retirement Plans/ERISA): Lead strategy, development, and ongoing support of a qualified and non-qualified retirement plan platform with an accent on ERISA regulatory expertise, advisor adoption, and cross-functional execution. Focus on designing initiatives that improve platform competitiveness and operational efficiency while managing provider due diligence, governance, and risk mitigation.

Location: Remote - United States

Salary: $115,000 - $130,000

Company

hirify.global provides financial products and services through partnerships with financial professionals across the U.S.

What you will do

• Develop and execute strategic initiatives to expand and enhance the retirement plan platform.
• Oversee retirement plan platforms, product offerings, and supporting web-based tools (including billing), and propose new retirement plan solutions.
• Serve as the primary SME for retirement plan strategies, products, and regulatory considerations; partner with financial professionals to align solutions to client needs.
• Maintain ERISA and retirement plan regulatory expertise; conduct due diligence on approved providers and partner with Compliance and Legal to keep policies and agreements current.
• Lead business reviews with retirement plan providers, manage onboarding of new products and selling agreements, and coordinate execution across Product, Operations, Sales Enablement, Supervision, and Marketing.
• Provide guidance and mentorship, drive process improvements, and represent the firm at industry events and conferences.

Requirements

• United States remote eligibility.
• Bachelor’s degree in Business, Finance, or related field.
• 5–7+ years of financial services experience, preferably in retirement plan consulting or platform management.
• Licenses: Series 7 and Series 63/65 or 66.
• Designations: CFP®, AIF®, or equivalent retirement/fiduciary credential.
• Deep expertise in retirement plans (401(k), 403(b), 457, SEP, SIMPLE) and ERISA, plus strong communication and analytical skills.

Culture & Benefits

• Flexible hybrid work model supported by the employer.
• Cross-functional collaboration with Product, Operations, Sales Enablement, Supervision, and Marketing.
• Role includes subject-matter expertise support with guidance from Compliance and Legal.