Client Relationship Manager (Fintech)

TL;DR

Client Relationship Manager (Fintech): Managing retirement plan accounts and acting as the primary point of contact for plan sponsors with an accent on regulatory compliance and customer satisfaction. Focus on solving complex administrative issues, ensuring IRS/DOL adherence, and optimizing retirement plans to meet customer goals.

Location: Must be based in the United States (Office location in Lindon, Utah)

Salary: $70,000 - $75,000

Company

hirify.global is a high-growth fintech company dedicated to providing affordable and accessible retirement benefits for small and medium-sized businesses.

What you will do

• Act as the single point of contact for plan sponsors within an assigned book of accounts.
• Provide superior customer service, including problem solving and issue resolution.
• Ensure the delivery of compliant valuation reports, trust accounting, and annual testing.
• Partner with marketing and product teams to share customer insights and act as the voice of the client.
• Assist clients in meeting IRS and Department of Labor deadlines and regulatory requirements.
• Manage annual plan testing (ADP/ACP, Top Heavy, etc.) and coordinate Form 5500 filings.

Requirements

• 3-5+ years of experience in A-Z plan administration.
• Strong ability to troubleshoot with a meticulous eye for detail.
• Professional and empathetic communication skills, with the ability to remain composed under stress.
• Ability to work autonomously and take initiative in a fast-growing startup environment.
• Must be based in the US.

Nice to have

• Experience with FT William and/or ASC software systems.

Culture & Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4%.
• Top-tier health, dental, and vision insurance plans.
• Unlimited access to financial wellness tools and professionals via Addition Wealth.
• Mental health support through Lyra and fertility benefits through Carrot.
• Monthly work-from-home and quarterly lifestyle stipends.
• Competitive time off and parental leave.