Team Lead, Employer Services (Fintech)

Location: Hybrid in-office role based in New York City, Austin, King of Prussia, or Scottsdale, United States.

Salary: $65,000–$75,000 base annually, plus eligibility for the company bonus pool and new-hire equity.

Company

hirify.global is a financial technology company providing savings infrastructure for retirement, education, and healthcare programs.

What you will do

• Lead and manage a pod of Employer Services Associates through coaching, mentorship, guidance, and performance management.
• Influence hiring, promotion, termination, and other employment decisions using independent judgment.
• Oversee relationships with plan sponsors, advisors, and vendors while resolving administration and service issues.
• Manage escalated client concerns, expectations, issue remediation, and service-level commitments.
• Collaborate with Client Success, Product, Operations, and other teams to improve platform and service delivery.
• Analyze and present operational information, lead client calls, maintain service tickets, and ensure accurate documentation.

Requirements

• Experience leading or supporting a team in a high-volume client service environment.
• Strong business partnership, communication, multitasking, and time-management skills.
• Commitment to superior customer service with a positive, proactive, and empathetic approach.
• Proficiency with Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, and network directories.
• Strong attention to detail, accuracy, and comfort with numbers and basic calculations.
• Ability to work in the hybrid office operation in New York City, Austin, King of Prussia, or Scottsdale.

Nice to have

• Fintech or retirement industry experience.
• Banking, financial services, payroll, or employee benefits experience.
• Series 6, 7, 63, 65, or 66 licenses.
• QKA, QKC, or Six Sigma qualifications.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous paid time off.
• Employee Wellbeing Committee supporting employee wellbeing.
• Competitive 401(k) plan.
• Eligibility for company bonus pool and new-hire equity.

Hiring process

• One or two introductory conversations about background, interests, and expectations.
• Role-specific skills or experience assessment followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.