Retirement Plan Relationship Manager

We are seeking an experienced Retirement Plan Relationship Manager to support and grow our retirement plan business. This role serves as the primary point of contact for existing 401(k) plan sponsors, delivering a high-touch, consultative client experience. The ideal candidate is organized, client-focused, comfortable presenting to groups, with qualified retirement plan experience. Key Responsibilities Client Relationship Management - Own the day-to-day relationship with assigned plan sponsors, including meeting preparation, review meetings, and follow-through on all action items. and coordination with the Investment Team on fund changes. Support plan sponsors with fiduciary education, documentation, and governance needs. Participant & Sponsor Education - Plan and deliver participant education events and conduct Business Development - Support prospecting efforts, proposal and RFP preparation, and relationship-building with key relationships, recordkeepers, and TPAs. Qualifications Demonstrated experience with qualified retirement plans (401(k), profit sharing, or similar defined contribution plans). Appropriate industry licensing (Series 6/7, 63/65/66, or equivalent) preferred. Professional designations such as AIF®, CFP®, or CPFA® preferred. Strong communication and presentation skills, both live and virtual. Highly organized with the ability to manage multiple client relationships and deadlines. Preferred Attributes Client-first, consultative mindset. Strong understanding of retirement plan investments, fiduciary concepts, and plan design. Collaborative and motivated to contribute to both client satisfaction and firm growth. In-office collaborative environment. Full range of benefits offered.

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