Retirement Plan Manager

Key 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.* Expected travel: minimal; most client meetings are handled virtuallyQualifications* 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.* Strong working knowledge of defined contribution retirement plans and ERISA regulations.* Excellent communication skills with the ability to explain complex concepts clearly.* Comfort leading difficult conversations with sponsors about fees, fiduciary responsibilities, and plan design changes.Preferred Credentials* Retirement-focused designations such as AIF, QKA, or CRPS are preferred.* 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) are not required but considered a strong plus.