Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector)

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 or MST time zones is strongly preferred.

Salary: $100,000–$186,000 national range; expected starting range of $100,000–$150,000.

Company

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

What you will do

• Establish, grow, and retain profitable relationships with mid-sized plan sponsors, advisors, consultants, third-party administrators, and other service providers.
• Lead integrated service teams by coordinating home-office functions and additional resources to meet client objectives.
• Develop and execute strategic business plans aligned with client goals and hirify.global capabilities.
• Support sales acquisition by positioning hirify.global’s service model, products, and services.
• Lead client onboarding and partner with implementation teams to ensure a smooth transition.
• Develop participant-servicing strategies, drive feature adoption, and represent client needs in product and service enhancements.

Requirements

• At least five years of experience in financial services, including three or more years focused on retirement plans.
• Experience managing relationships with retirement plan sponsors, advisors, and consultants.
• Experience leading matrixed teams to deliver client objectives.
• FINRA Series 6, 63, and 65, or Series 7 and 66, required; required licenses must be obtained within the designated timeframe.
• Knowledge of 401(k) and 403(b) markets, ERISA, qualified plan design, recordkeeping, administration, investments, and regulatory requirements.
• Strong communication, presentation, negotiation, organizational, project management, and relationship-building skills.

Nice to have

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

Culture & Benefits

• Full-time exempt employment with medical, dental, and vision coverage.
• Life insurance, short- and long-term disability coverage, and 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.
• Home-office work setup with business-casual attire.