Senior Specialist Nonqualified Operations

TL;DR

Senior Specialist Nonqualified Operations: Accurate processing and quality reviewing of complex participant-level transactions on nonqualified retirement accounts, with an accent on 409a guideline compliance, risk/control items, and timely delivery against contractual SLAs. Focus on workflow coordination, audit support, and analytical decision-making for highly visible and complex client work.

Location: Remote - Nationwide (U.S.)

Salary: $55,300.00 - $76,075.00 base

Company

hirify.global provides retirement and financial services with a flexible work environment and internal mobility.

What you will do

• Maintain departmental productivity and quality goals.
• Process and quality review complex nonqualified transactions, owning a designated book of business for highly visible/complex clients.
• Support the Nonqualified Operations team with non-transaction functions (workflow coordination, resource maintenance, reporting).
• Ensure all transactional and reporting work is completed on time according to contractual SLAs.
• Serve as a point of contact for internal/external audits and as an SME for risk and control items.
• Deliver clear communications/presentations across multiple audiences and act as a primary contact for internal business partners.

Requirements

• Bachelor’s degree in Business (or related field) or equivalent work experience.
• 3–4 years of non-qualified plan operational processing experience.
• Strong working knowledge of nonqualified products/industry, including 409a guidelines.
• Demonstrated excellence and attention to detail in complex transaction processing.
• Authorization to work for any employer in the U.S.; unable to sponsor or take over sponsorship of an employment visa (including CPT/OPT).

Culture & Benefits

• Remote work with requirements for reliable high-speed internet (wired connection) and an adequate home workspace; may be required to work in the office if home environment/internet is not adequate.
• Medical, dental, vision, and life insurance; retirement savings with 401(k) matching (up to 6%).
• Tuition reimbursement up to $5,250/year.
• Generous paid time off plus ten paid company holidays and three floating holidays each calendar year; paid volunteer time (16 hours/year).
• Leave of absence programs including paid parental leave, paid short- and long-term disability, and FMLA.
• Business-casual environment (option to wear jeans) and Business Resource Groups (BRGs).

Hiring process

• Application review followed by interviews to assess operational processing experience, quality review capability, and communication skills.
• Final offer finalized based on geographic location, work experience, education, licensure requirements, and/or skill level.