401(k) Consultant (Fintech)

Location: Remote eligible within the United States, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., and Orange County, California; in-office in New York City.

Salary: $99,000–$118,000 for New York City in-office roles; $85,000–$105,000 for eligible remote locations. Variable compensation may also be available through a company incentive bonus.

Company

hirify.global is a technology-driven financial services company providing investing, savings, retirement, financial wellness, and 401(k) solutions.

What you will do

• Manage and nurture strategic 401(k) client relationships as a trusted advisor.
• Align clients on retirement and financial wellness goals and create roadmaps to achieve them.
• Advise clients and employees on plan design, rollovers, participation strategies, and retirement outcomes.
• Guide clients through annual compliance requirements and serve as the primary point of contact.
• Partner with Sales, Implementation, Onboarding, Operations, Product, Compliance, Marketing, and Payroll Services.
• Identify risks, resolve challenges, optimize plans, represent customer needs, and uncover opportunities to retain and expand relationships.

Requirements

• 4+ years of client-facing experience in the retirement plan space.
• Deep understanding of 401(k) plan administration, participant engagement strategies, and plan sponsor dynamics.
• Ability to influence internal and external stakeholders toward measurable outcomes.
• Strong prioritization, independent problem-solving, accountability, verbal communication, and written communication skills.
• Emotional intelligence, resourcefulness, growth mindset, and commitment to continuous learning and coaching.
• Advanced proficiency with Salesforce, Asana, and Excel is preferred.

Culture & Benefits

• Medical, dental, vision, life, AD&D, short-term disability, and long-term disability coverage.
• Infertility support, WPATH-aligned transgender health benefits, EAP, transit benefits, FSA, and HSA options.
• Equity grants for all employees, flexible paid time off, paid parental leave, and a fully paid four-week sabbatical after six years.
• Company-paid professional coaching, day-one 401(k) matching, and matching on qualified student loan payments.
• Inclusive, collaborative culture focused on improving financial outcomes and simplifying financial services.

Hiring process

• Applications are reviewed over several weeks, followed by 3–4 sets of meetings with future colleagues.
• The process may include a case study or technical assessment, depending on the role.
• Hiring decisions typically take 3–5 weeks and may involve interviews with 2–3 final-round candidates.