Specialist, Bundled Client Services

Location: Remote within any of the lower 48 U.S. states; Columbus, Ohio office associates must work a hybrid schedule of at least two days per week in the office.

Salary: $71,000–$133,000 annually; expected starting range: $71,000–$107,000.

Company

hirify.global is a Fortune 100 financial services company providing products and services that support retirement planning and financial well-being.

What you will do

• Manage assigned caseloads to ensure retirement plans are administered according to plan documents and client agreements.
• Conduct quarterly plan checkups and review document and amendment changes with plan sponsors.
• Serve as a shared point of contact for plan sponsors, financial professionals, producers, and business partners.
• Identify client needs, service requirements, key issues, and appropriate solutions.
• Coordinate client visits and support plan sponsor and participant meetings.
• Provide expertise to sales personnel and assist clients with governmental audits and qualified retirement plan administration.

Requirements

• Undergraduate studies or equivalent related work experience.
• Four years of financial services experience in retirement plans, including direct client access and consultation.
• FINRA Series 6 license required, or ability to obtain required licenses within the designated time period.
• Advanced knowledge of retirement plans, ERISA, IRS requirements, plan documents, and Department of Labor regulations.
• Working knowledge of investments such as annuities, mutual funds, employer stock, and partnerships.
• Strong communication, analytical, facilitation, problem-solving, relationship management, and multitasking skills.

Culture & Benefits

• Full-time employment in a normal office environment; the role is exempt from overtime eligibility.
• Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace committed to equal employment opportunities and respect for diversity.