Relationship Manager (Fintech)

Location: Newport Beach, CA, United States; office location in Newport Beach

Base salary: $85,000–$270,000 per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm. GS Ayco designs and implements tailored financial planning programs for Fortune 1000 companies and their employees.

What you will do

• Lead the strategic growth and maintenance of an existing corporate client base within a regional territory.
• Build and strengthen relationships with senior HR stakeholders at partner corporations.
• Identify and execute revenue growth opportunities within current corporate relationships.
• Educate corporate clients on hirify.global Ayco services and increase employee and executive utilization.
• Collaborate with corporate partners to design services, establish success metrics, and develop engagement strategies.
• Analyze utilization and outcome metrics, manage escalations, and coordinate internal resources to improve client relationships.

Requirements

• Bachelor’s degree required.
• At least 7 years of experience in employee benefits or compensation, marketing or sales, relationship management, and/or the financial industry preferred.
• Excellent written and verbal communication skills, strong organization, multitasking, and attention to detail.
• Ability to work across multiple businesses and collaborate effectively in cross-functional teams.
• Working knowledge of Microsoft Word, Excel, Windows, and PowerPoint.
• Potential travel may be required.

Culture & Benefits

• Opportunities for professional and personal development through training and firmwide networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.
• Potential discretionary bonus eligibility for active employees at fiscal year-end.