Representative Senior, BPS Client Contact (Qualified Plan Document Analyst)

Location: US FL JAX 347

Salary: $70,390.00–$119,670.00 per year

Company

hirify.global provides technology and services for payments, banking, and investment operations in the fintech industry.

What you will do

• Analyze retirement plan documents for design features, compliance requirements, and regulatory alignment.
• Translate business and client requirements into customized prototype plan documents.
• Draft, maintain, and update documents for 401(k), profit sharing, and money purchase plans.
• Review protected benefits during plan changes, mergers, and conversions.
• Identify inconsistencies, gaps, and risks and recommend solutions.
• Collaborate with legal, compliance, operations, and client-facing teams while managing multiple deadlines.

Requirements

• Bachelor’s degree in business, finance, or a related field, or equivalent practical experience.
• Strong knowledge of defined contribution retirement plans and plan document structures.
• Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards.
• Experience analyzing amendments, restatements, and conversions of plan documents.
• Ability to interpret complex legal and technical information with strong attention to detail.
• Strong analytical, problem-solving, written communication, prioritization, and collaboration skills.

Nice to have

• QKA certification or an advanced credential such as QKC or ERPA.
• Experience with plan mergers, conversions, and protected benefits analysis.
• Familiarity with Relius or similar plan document systems.
• Experience maintaining plan document libraries or prototype language databases.
• Exposure to document quality assurance and discrepancy resolution.

Culture & Benefits

• Full-time position with competitive salary and benefits.
• Personal and professional learning opportunities.
• Inclusive and diverse work environment.
• Resources to support community involvement.
• Opportunity to contribute to process improvements, quality standards, and documentation best practices.