Relationship Manager - Retirement Solutions (Corporate/Private Sector) (Fintech)

Location: California; working from a home office with extensive travel of up to 75% within and occasionally outside the assigned territory. Living in the PST zone is strongly preferred.

Salary: $84,000–$156,000 per year. Expected starting salary range: $84,000–$126,000 per year.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their future through insurance, retirement, and related solutions.

What you will do

• Establish, grow, and retain profitable relationships with small-sized retirement plan sponsors, advisors, consultants, third-party administrators, and other service providers.
• Lead integrated service teams by coordinating home-office functions and additional resources.
• Develop and execute strategic business plans aligned with client goals and hirify.global capabilities.
• Support small-plan sales acquisition by positioning hirify.global’s service model and benefits.
• Lead client onboarding, introduce hirify.global tools and services, and coordinate implementation activities.
• Develop participant-servicing strategies, drive feature adoption, and represent the client voice in product and service improvements.

Requirements

• At least five years of experience in financial services, including at least three years focused on retirement plans.
• Experience managing relationships with retirement plan sponsors, advisors, and consultants.
• FINRA Series 6, 63, and 65, or Series 7 and 66, required; additional registrations may be required.
• Knowledge of retirement plans, 401(k) and 403(b) markets, ERISA, qualified plan design, recordkeeping, administration, investments, and account implementation.
• Strong communication, presentation, negotiation, organizational, project management, and relationship-building skills.
• Valid driver’s license with a satisfactory driving record required.

Nice to have

• Undergraduate studies in business, finance, or a related field.
• AIF or other retirement plan industry designations.
• Spanish bilingual skills.

Culture & Benefits

• Home-office work setup with a business-casual environment.
• Medical, dental, and vision insurance, plus life 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 diversity, respect, and equal employment opportunity.