Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services) (Fintech)

Location: Westlake, TX, or Austin, TX; on-site four days per week

Salary: $93,300–$136,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides retirement plan, stock plan, recordkeeping, investment, education, advice, and employee financial solutions through its Workplace Services business.

What you will do

• Act as a B2B, client-facing consultant for plan sponsors and support participant engagement across retirement, stock, and workplace plans.
• Develop and execute data-informed engagement strategies aligned with client priorities, workforce needs, and measurable outcomes.
• Coordinate and deliver education events, campaigns, webinars, meetings, targeted communications, and retail engagement experiences.
• Partner with internal Workplace Services teams and broader Schwab channels to connect participants with relevant resources, products, services, and support.
• Build relationships with plan sponsors and client service teams by providing insights, recommendations, and timely follow-through.
• Monitor engagement results, identify trends and gaps, and support sales, retention, and client expansion efforts.

Requirements

• 3+ years of experience in financial services, workplace benefits, participant education, relationship management, consulting, or a related field.
• Bachelor’s degree or equivalent experience.
• Strong consultative, analytical, problem-solving, communication, presentation, collaboration, and influencing skills.
• Ability to coordinate multiple priorities, manage timelines, and measure engagement impact in a fast-paced environment.
• Ability to travel for business approximately 25% based on client needs and the engagement delivery model.
• Must be currently authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Knowledge of retirement plans, stock plans, financial wellness, or employee benefit programs.
• FINRA Series 7 license.

Culture & Benefits

• In-office collaboration with a culture of trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Paid 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.