Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Managing all aspects of sponsored plans and maintaining strong client relationships with an accent on operational expertise and risk management. Focus on supporting complex customer needs, serving as a liaison between internal departments, and driving profitability through high-level engagement.

Location: Must be located within a 50-mile radius of Windsor, CT. This role is remote-friendly but requires travel to the office as business needs dictate.

Salary: $89,170 – $148,650 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through inclusive and purpose-driven action.

What you will do

• Ensure seamless day-to-day operations and timely delivery of periodic processing events for sponsored plans.
• Apply operational best practices to meet specific client needs and improve service delivery.
• Manage risk and enhance efficiency and quality across plan operations.
• Act as a liaison between internal teams including Compliance, Financial Control, and Trust, and external partners.
• Participate in sponsor meetings and support sales opportunities through onsite presentations.
• Travel as needed to attend client meetings.

Requirements

• Must be located within a 50-mile radius of the assigned office in Windsor, CT.
• 5+ years of experience in the financial services industry.
• Strong customer service skills and experience managing sensitive, at-risk client relationships.
• Ability to travel as required for client meetings and office visits.

Nice to have

• Bachelor’s degree in Business Administration or equivalent.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off plus nine company holidays and a Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.