Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

We are seeking a highly skilled and detail-oriented 401(k) Recordkeeping Operations Manager to oversee and manage a skilled team of Recordkeeping Operations Associates. The ideal candidate will have extensive experience in retirement plan administration, strong leadership abilities, and a deep understanding of compliance and regulatory requirements in the retirement plan industry. This role plays a critical part in ensuring the accurate and efficient management of our clients' retirement accounts.

What you get to do every day

• Lead and mentor a team of skilled Recordkeeping Associates
• Set performance goals, provide regular feedback, and conduct performance evaluations.
• Foster a collaborative and efficient work environment within the team.
• Oversee the daily administration of integral tasks, including, transaction corrections, vesting and source adjustments.
• Monitor and reconcile money movements within both retirement accounts and HI operating accounts.
• Work closely with our custodian bank partners to ensure operational effectiveness between our organizations.
• Collaborate with IT and Product teams to optimize performance and implement necessary upgrades.
• Identify opportunities for process improvements and automation to enhance efficiency and accuracy.
• Implement best practices and streamline operational procedures.
• Develop and implement audit procedures to ensure the accuracy and integrity of recordkeeping data.

What you bring to the role

• Bachelor's degree in Business, Finance, or a related field; relevant certifications (e.g., ASPPA, ERPA, QKA) is preferred
• Minimum of 5 years of experience in 401(k) recordkeeping and retirement plan administration, preferably in an operational role.
• 3+ years of relevant leadership experience
• Experience in banking or financial services & reconciliation is preferred
• Strong understanding of IRS and DOL regulations governing retirement plans.
• Excellent leadership and team management skills.
• Exceptional attention to detail and problem-solving abilities.
• Effective communication skills, both written and verbal.
• Ability to work collaboratively with cross-functional teams.
• Strong analytical and decision-making capabilities.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance
• Fundamental optimism

Read more

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans from a minimum of $77,053 in our lowest geographic region to a maximum of $126,788 in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits -

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Lyra - Enhanced Mental Health Support for Employees and dependents
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; annual wellness stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites

Where you will work

• Our new office in Lindon, Utah (click here to learn more!)
• Hybrid, in office 3 days per week

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023)
• Best Places to Work by Built In (2023)
• A Top Company by Y Combinator (2020-2023)
• America’s Best Startup Employers by Forbes (2020-2022)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures