Senior Relationship Manager, Retirement Plan Services (Retirement Plans)

Location: On-site four days per week in Westlake, TX; Austin, TX; or Richfield, OH. Applicants must be authorized to work in the United States without employer sponsorship.

Salary: USD $95,100–$130,000 per year, plus bonus or incentive opportunities.

Company

hirify.global provides financial services, investment products, retirement plan administration, and related client solutions.

What you will do

• Own approximately 8–10 client relationships, typically supporting retirement plan clients with $500M–$1B in assets.
• Oversee retirement plan recordkeeping and administration in accordance with plan provisions.
• Lead client issues to resolution by coordinating with internal business partners and subject matter experts.
• Build client strategies, identify relationship and business opportunities, and support sales presentations.
• Deliver client education on investment offerings, fiduciary responsibilities, plan procedures, and available platforms.
• Execute client and regulatory changes while supporting satisfaction, retention, service quality, and risk mitigation.

Requirements

• 10+ years of experience working with large, complex employer-sponsored retirement plans.
• Bachelor’s degree or equivalent experience.
• Comprehensive knowledge of equity compensation plans, qualified retirement plans, and non-qualified executive deferred compensation plans.
• Thorough understanding of ERISA regulations, retirement industry trends, regulatory processes, plan design, compliance, and IRS reporting.
• Knowledge of mutual funds, ETFs, CTFs, money market funds, banking investment products, in-plan advice, guidance, and managed account services.
• Excellent communication, project management, time management, collaboration, presentation, and client-influence skills; flexibility to travel for client visits and sales presentations.

Nice to have

• ASPPA, CEBS, NIPA, QPA, CPC, or equivalent designation.

Culture & Benefits

• In-office collaboration with a culture of trust, continuous learning, and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and medical, dental, and vision insurance.