Retirement Plan Consultant (Finance)

TL;DR

Retirement Plan Consultant (Finance): Managing and growing a book of retirement plan clients with an accent on plan design, fiduciary guidance, and client relationship management. Focus on implementing retirement plan structures and ensuring strict compliance with ERISA regulations.

Location: Remote (US)

Salary: $60,000–$120,000

Company

hirify.global is a financial services provider specializing in employer-based benefits, retirement planning, and personalized investment services.

What you will do

• Manage and grow a book of retirement plan clients, ensuring long-term retention and relationship health.
• Design and implement retirement plan structures, including benchmarking and investment menu analysis.
• Identify business development opportunities and manage a pipeline of prospective clients via referrals and COI relationships.
• Provide fiduciary guidance and advise clients on regulatory and legislative developments affecting their plans.
• Coordinate with internal specialists, such as Investment Consultants and Financial Advisors, to deliver a cohesive client experience.
• Conduct benchmarking due diligence to ensure clients' plans remain competitive and compliant.

Requirements

• 5+ years of retirement plan related experience required.
• Must possess a valid relevant securities license to allow registration as an IAR.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with Microsoft Office Suite and CRM tools, preferably Salesforce.
• Ability to travel up to 25%.
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred).

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and robust learning and development programs.
• Reimbursement for job-related expenses per company policy.
• Inclusive culture that celebrates diversity, equity, and inclusion.
• Flexible remote work arrangement.