Retirement Plan Consultant (Fintech)

TL;DR

Retirement Plan Consultant (Fintech): Designing, implementing, and managing qualified retirement plans for institutional clients with an accent on ERISA compliance, investment advisory, and strategic relationship management. Focus on driving business development, managing a sales pipeline, and providing expert regulatory consultation to plan sponsors.

Location: Must be based in Phoenix, AZ

Company

hirify.global is a financial services firm providing employer-based benefits, retirement planning, and personalized wealth management solutions.

What you will do

• Design and implement complex retirement plan structures tailored to institutional client needs.
• Manage a book of business and serve as the primary strategic consultant for plan sponsors.
• Develop and execute a robust sales pipeline through referrals, sales calls, and industry networking.
• Perform investment advisory services while ensuring adherence to regulatory guidelines.
• Collaborate with internal teams to ensure plan compliance, including non-discrimination testing and fiduciary training.
• Present plan options and investment choices to decision-makers to drive client retention and growth.

Requirements

• 2+ years of retirement plan related experience required.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proven track record of exceeding sales goals.
• Proficiency with Microsoft Office Suite and CRM software (Salesforce preferred).
• Must possess or be able to obtain a valid securities license.
• Excellent communication, presentation, and interpersonal skills.

Culture & Benefits

• Comprehensive health, wellbeing, and financial benefits.
• Paid time off and retirement savings programs.
• Robust learning and development opportunities.
• Commitment to diversity, equity, and inclusion.
• Reimbursement for job-related expenses.