Director, Retirement Plan Services
Core
Service and maintain a block of retirement plan clients, including investment reviews, fiduciary compliance, and participant education.
Role type
Retirement Plan & Wealth Management Advisor
Builds
Retirement plan education strategies (webinars, newsletters) and client service support
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Financial services industry knowledge, investment product expertise, client relationship management, regulatory compliance understanding, financial planning guidance
Preferred skills
Independent financial services culture experience, advanced financial product knowledge
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Service and maintain a block of retirement plan clients, meet with retirement plan committees to review investments and compliance, provide employee education support, create retirement plan education strategies, provide guidance to participants regarding accounts, participate in day-to-day communication with clients
Seniority
Mid-level individual contributor