User Advocate & Transfer Specialist (Full-Time)

Manifest makes 401(k) transfers seamless. Transferring today is so tedious that 89% of people who start the process don’t finish. That’s why we’re building the first-ever digital transfer solution for retirement accounts.

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Back to Job Descriptions⁠

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While Manifest paves the future of seamless digital transfers, our User Advocate & Transfer Specialist ensures that none of our existing users are left behind. Our Specialist makes sure users move swiftly through their account transfer journey through both pen-and-paper and digital methods.

Transfers can be daunting for folks who aren’t familiar with retirement planning! Thankfully, Manifest is here to help. Our Specialist confidently and compassionately partners with our users to help them through the process. At Manifest, you'll have a chance to directly impact the financial futures of countless individuals.

On any given day, you will...

Break down complicated retirement and financial topics into clear concepts, acting as a transfer partner and trusted advisor to our users.

Navigate conventional 401(k) transfer processes via phone, paper, and post (“snail-mail”).

Guide users through our user-friendly web-based application.

Call 401(k) providers to track down missing information.

Manage customer support confidently, both via phone or email.

Handle all of our tickets and answer any questions about Manifest:

Basic 401(k) terminology, navigating our application, answering FAQs, and troubleshooting bugs and flaws in our application.

Build on our external-facing FAQ database and internal documentation as we continue growing.

Leverage new and existing tech to improve our existing processes.

Who we’re looking for:

Solid understanding of complex financial and retirement-related

Candidates will be asked to pass the FINRA Series 65 Exam or equivalent.

1-3 years of applicable experience, preferably in direct customer or client-facing roles

Superb communication skills

Familiarity with technology

Curiosity and persistence when faced with obstacles

Strong analytical, organizational, and time-management skills

What’s the interview process like?

To apply for this position, simply fill out this form, and we’ll get back to you as soon as possible:

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Apply here - Work at Manifest⁠

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Next, we’ll want to meet you and learn how you plan to approach this position (i.e., your goals, experience, and problem-solving skills). This is also an opportunity for you to meet the rest of our team, ask us any questions, and gauge a fit.

A second round interview will be conducted with all candidates who make it to the next step.

While we want an experienced candidate, we value people who are always willing to learn and try new things. We will respond to everyone who applies, so email us at hr@usemanifest.com if you have any questions!

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Manifest is working to create a more inclusive future for FinTech!

Check out our

Diversity Vision⁠

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