Retirement Plan Account Manager

Our client is seeking an experienced Retirement Plan Account Manager to manage client relationships support plan administration and compliance and lead employee education initiatives. The ideal candidate will have a strong background in qualified retirement plans client relationship management and presentations with the ability to clearly explain complex financial concepts. Experience with retirement plan platforms recordkeepers or financial services organizations is a plus. This is a great opportunity for a client-focused professional looking to grow their career in retirement plan services.

• Manage and develop relationships with retirement plan clients and plan sponsors
• Coordinate and prepare for annual client reviews and meetings
• Lead employee education meetings and provide one-on-one participant guidance
• Assist employees with questions regarding 401(k) loans transfers and retirement plan participation
• Support plan enrollments compliance testing and required government filings
• Set up and maintain retirement plans within vendor systems
• Review plan data and identify opportunities for plan improvements
• Conduct fund reviews and make recommendations based on client and participant needs
• Partner with leadership internal teams vendors and external partners to support client service and business growth
• Prepare client presentations reports and educational materials
• Gather audit and maintain accurate client and plan documentation
• Ensure client communications and materials are clear accurate and compliant
• Assist with individual financial planning conversations including areas such as life insurance annuities long-term care and estate planning
• Participate in special projects and initiatives as needed

• 2 years of experience in financial services and/or qualified retirement plans
• Experience working with retirement plan clients plan sponsors or participants preferred
• Strong experience conducting fund reviews and employee education meetings
• Experience with retirement plan administration and annual plan reviews is highly desirable
• Series 6 and Series 63 licenses or willingness to obtain them within one year
• Strong client-facing and relationship management experience
• Excellent verbal written and interpersonal communication skills
• Strong presentation skills and the ability to explain complex financial information clearly
• Highly organized with strong attention to detail and the ability to prioritize multiple responsibilities
• Proficiency with Microsoft Word Excel and PowerPoint
• Ability to work independently while collaborating effectively with a team
• Proactive solutions-oriented approach to client service
• High level of professionalism confidentiality and ethical standards

• Competitive base salary of $80000$85000 Company bonus
• Hybrid work arrangement with designated work-from-home days; additional summer schedule flexibility
• Summer Friday schedule flexibility
• Support for continuing education and professional designations
• Collaborative team environment with strong employee tenure
• Opportunity for long-term career growth within retirement and financial services

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