💼 About This Role

You'll manage a portfolio of 50 retirement plan accounts, delivering best-in-class client service and driving retention. You'll collaborate with a top-tier Retirement Services team to provide tailored solutions for fast-growing companies.

🎯 What You'll Do

• Manage 50 retirement plan accounts independently
• Build strong relationships with primary client contacts
• Prepare and conduct regular plan reviews with clients
• Lead client presentations and manage project plans

📋 Requirements

• 7+ years of relevant experience
• Series 65 License (or obtained within 1 month)
• Proficient with MS Office and productivity tools
• Project management and task management skills

✨ Nice to Have

• General understanding of retirement plan design and regulations
• Experience consulting on mergers and acquisitions impact
• CFA, CFP, QKA or other financial designations

🎁 Benefits & Perks

• 💰 Bonus and restricted stock units
• 🏥 Medical, financial, and other benefits
• 🏖️ Paid time off including vacation, sick time, parental leave
• 🏦 401(k) eligibility
• 📈 Discretionary awards

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Final interview· 60 min