Manager, Client Engagement - Retirement Operations

Location: Cedar Rapids, Iowa, United States; office environment with occasional travel of less than 10%

Salary: $85,000–$120,000 annually, plus potential eligibility for an annual bonus.

Company

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

What you will do

• Manage Client Engagement Associates and set goals, direction, and performance expectations.
• Partner with Client Executives, clients, advisors, account management teams, and external partners on retirement plan administration.
• Coach, assess, hire, and train team members while providing ongoing feedback.
• Serve as a senior escalation point for case-related issues and develop mitigation processes.
• Improve operational effectiveness, efficiency, customer value, and service quality.
• Support budgets, department roadmaps, compliance, sales meetings, and retention activities.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• Eight years of financial or retirement industry experience and supervisory or management experience.
• Advanced knowledge of ERISA and retirement industry trends.
• In-depth knowledge of retirement plan management, including administration, investment, and participant solutions.
• Strong written, verbal, communication, presentation, decision-making, prioritization, and relationship-building skills.
• Project management skills and advanced proficiency with Microsoft Word, Excel, and PowerPoint.

Nice to have

• Relationship management or client management experience.
• Experience using Salesforce.

Culture & Benefits

• Competitive pay, annual bonus eligibility, pension plan, 401(k) match, and employee stock purchase plan.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays.
• Tuition reimbursement, career training, development opportunities, and employee discounts.
• Parental leave, adoption assistance, backup care, wellness programs, and volunteer time off.
• Employee resource groups, inclusion and diversity programs, recognition programs, and matching gifts.