Lead Client Executive (Retirement Relationship Manager) (Retirement)

Location: Remote in Kentucky or Ohio, United States; frequent field travel of 25–50% is required.

Salary: $91,000–$125,000 annually, plus eligibility for an annual bonus.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions as part of the international Aegon group.

What you will do

• Manage an assigned book of retirement plan business through proactive meetings, annual reviews, and ongoing client and advisor engagement.
• Build client relationships, cross-sell products and services, and support retention and profitability.
• Resolve service escalations by identifying root causes, developing solutions, and coordinating resources through resolution.
• Advise clients and brokers on qualified plan design, plan provisions, enhancements, upgrades, and plan terminations.
• Analyze discrimination testing results and recommend solutions for failed testing.
• Train clients on processes, systems, participant communications, enrollment programs, and retirement plan resources.

Requirements

• Bachelor’s degree in a business-related field or equivalent education and experience.
• At least seven years of retirement industry or similar experience.
• FINRA Series 6 and 63 and life insurance licenses, or ability to obtain them within six months.
• Thorough understanding of ERISA, retirement industry trends, and retirement plan management.
• Advanced knowledge of technical, compliance, administration, investment, and participant solutions.
• Strong communication, presentation, relationship-building, decision-making, problem-solving, research, and MS Office skills.

Nice to have

• Advanced skills in Microsoft Word, Excel, and PowerPoint.

Culture & Benefits

• Remote field-based work environment with frequent travel.
• Annual bonus eligibility, pension plan, 401(k) match, and employee stock purchase plan.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
• Tuition reimbursement, career development opportunities, wellness programs, employee resource groups, and inclusion initiatives.