Retirement Plan Manager

About This Role

Manage a portfolio of 20 to 30 mid-market retirement plan clients, acting as the primary relationship manager. Coordinate plan administration, educate clients on regulatory requirements, and ensure seamless service delivery.

Responsibilities

• Act as the primary relationship manager for a portfolio of 20 to 30 mid-market retirement plan clients (e.g., 401(k), 403(b), 457 plans)
• Develop and maintain long-term relationships with plan sponsors, advisors, and key stakeholders
• Coordinate plan onboarding, conversions, and ongoing administration activities
• Proactively manage client needs, anticipate issues, and deliver timely, effective solutions
• Partner with advisors, analysts, and compliance to ensure seamless service delivery
• Educate clients on regulatory requirements (ERISA, DOL, IRS) and support plan compliance efforts
• Identify opportunities to enhance client engagement, participant outcomes, and plan success
• Support client retention efforts and contribute to growth through cross-functional collaboration
• Maintain accurate client records and documentation in CRM and internal systems

Requirements

• 3+ years of experience in retirement plan services, relationship management, or financial services
• Strong working knowledge of defined contribution retirement plans and ERISA regulations
• Excellent communication skills

Qualifications

• Bachelor's degree in business, finance, economics, or a related field (or equivalent experience)
• 3+ years of experience in retirement plan services, relationship management, or financial services

Nice to Have

• Retirement-focused designations such as AIF, QKA, or CRPS
• Experience working with advisors, recordkeepers, or third-party administrators
• Familiarity with plan reporting, investments, and fiduciary best practices
• Series 6 or 7 and associated state licenses (Series 63, 65, or 66)

Skills

* Required skills