401(K) Relationship Manager

This is an excellent opportunity for a retirement plan professional who enjoys working directly with clients and delivering impactful financial education. You’ll play a key role in helping businesses optimize their retirement plans while building strong relationships with both plan sponsors and participants.

What Makes This Opportunity Unique

Flexible part-time structure with future growth potential

Direct impact on client financial outcomes

Opportunity to work closely with leadership

Mix of technical and relationship-driven responsibilities

What You’ll Be Doing

Act as primary contact for retirement plan clients and participants

Lead enrollment meetings and educational presentations

Guide clients on plan design and compliance requirements

Coordinate with TPAs on plan setup and ongoing administration

Track and manage retirement plan timelines and deliverables

Assist with data collection for annual filings and reporting

Support new business development through proposals and benchmarking

What We’re Looking For

Series 7 + 66

2+ years of 401(k), retirement services, or TPA experience

Proven ability to present to groups and explain financial concepts

Experience working with plan sponsors and participant education

Detail-oriented with strong follow-through

Series 7 & 66 are a plus

Experience in wealth management or advisory firms preferred

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