Client Services Manager (Retirement Plan Services)

Location: On site in Richfield, Ohio, United States

Salary: USD $74,300–$95,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services, including actuarial, trust and custody, and participant administration services for retirement plans.

What you will do

• Manage relationships with retirement plan clients to support satisfaction, retention, and growth.
• Coordinate with business partners to deliver client objectives, communicate project updates, and manage expectations.
• Lead or support client calls, presentations, and meetings with subject matter experts.
• Identify client and consultant needs, relationship challenges, and potential business opportunities.
• Help clients navigate regulatory and legislative changes and support sales efforts.
• Follow company policies while helping mitigate operational and financial risk.

Requirements

• Bachelor’s degree or equivalent experience.
• 5+ years of experience working with employer-sponsored retirement plans.
• Thorough understanding of retirement plan industry trends, regulatory and legislative processes, and ERISA regulations.
• Excellent written and oral communication, consensus-building, project management, and time management skills.
• Ability to work independently, manage multiple assignments, respond to clients and consultants, and meet deadlines.
• Current authorization to work full time in the United States without employer sponsorship is required. Flexibility to travel for client visits and sales presentations is also required.

Nice to have

• Defined Benefit plan experience.
• ASPPA, CEBS, NIPA, QPA, CPC, or equivalent certifications or designations.

Culture & Benefits

• In-office collaboration with regular in-person work.
• 401(k) with company match and employee stock purchase plan.
• Vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.