Retirement Plan Services Manager (401k Division)
Job Description
Job Description
Job Overview
We’re looking for a seasoned professional to take the lead in our 401(k) Retirement Plan Services division. This is both a leadership and growth-oriented role, perfect for someone who thrives on building client relationships while shaping a division’s long-term success. The right person will guide current clients, attract new business, and play a key role in setting the vision for how we deliver retirement plan services.
Key Responsibilities
- Oversee and grow the retirement plan services division, balancing client care with business development.
- Build lasting connections with plan sponsors, executives, and other decision-makers.
- Provide guidance on plan design, investment choices, fiduciary duties, compliance, and governance.
- Stay on top of ERISA and DOL updates, and bring insights to client meetings and reviews.
- Partner with firm leadership to improve operations and strengthen our brand presence.
- Lead the RFP process, including benchmarking and plan evaluations.
- Maintain all required licenses and professional standards for the division.
- Encourage a culture of accountability, collaboration, and top-tier client service.
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field.
- At least 3 years of hands-on experience advising on 401(k) or 403(b) plans.
- Preferred designations include AIF®, CRPS®, QKA®, QPFC® (CFP®, CPA, or advanced tax credentials are a plus).
- Current Series 7, 66, and insurance licenses, or the ability to obtain them shortly after joining.
- Deep knowledge of retirement plan structures, fiduciary responsibilities, and daily operations.
- Familiarity with platforms such as RPAG or similar tools.
- Demonstrated success in bringing in new clients and nurturing long-term relationships.
- Strong verbal and written communication skills.
- Integrity, drive, and a collaborative mindset.
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