Director of Retirement Plan Services (Long Beach)
Bryson, Long Beach, CA, United States
Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.
Position Purpose & Focus As the Director of Retirement Plan Services, you will assist plan sponsors with the administration of their retirement plans and act as a liaison between the plan and third-party providers. This individual plays a pivotal role in developing strategies, cultivating client relationships, and ensuring the effective administration of retirement plans. Possesses excellent working knowledge of related subject matter and handles complex issues.
Essential Duties and Responsibilities Responds directly to client inquires and questions Manages top client relationships Handles prospect due diligence and onboarding of new business Manages all M&A activity and plan transfers Provides on-going guidance and support to participants Prepares an annual investment review and runs quarterly screen Conducts investment reviews and provides investment recommendations Conducts education and enrollment meetings Prepares presentations and information for retirement plan education and communication Advises on plan design, annual compliance, regulation and guidelines Audit guidance Manages top client relationships Lead and mentor a team of retirement plan specialists, providing guidance and support to foster professional growth and development Advises on compliance regulations and guidelines Assists with the onboarding of new business and plan transfers
Qualifications | Competencies |Success Factors Excellent oral and written communication skills – externally and internally Ability to build collaborative relationships with client and third-party providers Demonstrates ability to lead and motivate team, fostering a culture of collaboration, accountability, and continuous improvement. Customer service and responsiveness Heavy plan design Open to travel to clients as needed Bilingual preferred but not required Ability to research investment and compliance related topics Organized and detail oriented Ability to multi-task and prioritize Series 6 & 63, 65 Bachelor’s degree preferred
Working Conditions We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role M-F 8 am – 5 pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl.
The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. Employee
Position Purpose & Focus As the Director of Retirement Plan Services, you will assist plan sponsors with the administration of their retirement plans and act as a liaison between the plan and third-party providers. This individual plays a pivotal role in developing strategies, cultivating client relationships, and ensuring the effective administration of retirement plans. Possesses excellent working knowledge of related subject matter and handles complex issues.
Essential Duties and Responsibilities Responds directly to client inquires and questions Manages top client relationships Handles prospect due diligence and onboarding of new business Manages all M&A activity and plan transfers Provides on-going guidance and support to participants Prepares an annual investment review and runs quarterly screen Conducts investment reviews and provides investment recommendations Conducts education and enrollment meetings Prepares presentations and information for retirement plan education and communication Advises on plan design, annual compliance, regulation and guidelines Audit guidance Manages top client relationships Lead and mentor a team of retirement plan specialists, providing guidance and support to foster professional growth and development Advises on compliance regulations and guidelines Assists with the onboarding of new business and plan transfers
Qualifications | Competencies |Success Factors Excellent oral and written communication skills – externally and internally Ability to build collaborative relationships with client and third-party providers Demonstrates ability to lead and motivate team, fostering a culture of collaboration, accountability, and continuous improvement. Customer service and responsiveness Heavy plan design Open to travel to clients as needed Bilingual preferred but not required Ability to research investment and compliance related topics Organized and detail oriented Ability to multi-task and prioritize Series 6 & 63, 65 Bachelor’s degree preferred
Working Conditions We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role M-F 8 am – 5 pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl.
The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. Employee