Retirement Plan Manager

Job Description

The Retirement Plan Manager’s primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and the administrative needs of 401(k) plans, 403(b) plans, defined benefit plans, and other types of qualified and non-qualified retirement plans. The Retirement Plan Manager actively participates in the sales process for prospective clients and in the retention of existing clients. This includes assisting in the preparation of proposals for new clients and leading presentations to new and existing clients. The ideal candidate will work in conjunction with wealth advisors across our footprint to attract and onboard new business, while operating in a semi-autonomous and entrepreneurial environment to maintain a sales and client-centered focus. 

RESPONSIBILITIES:

• Serve as primary relationship manager for company-...