Job Summary:

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.

Essential Job Functions for this role include:

Service Plan Execution:

o Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.

o Prepare Fiduciary Plan (Design) Review for meetings and delivery.

o Prepare Provider Review for meetings and delivery.

Advisor Support:

o Plan design and proposal preparation.

o Facilitate and navigate plan changes, including plan design, fund changes, etc.

o Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.

o Transitioning clients – collaborate with advisors to ensure a seamless transition process.

Client Support:

o Answer inquiries regarding the plan from plan administrators/sponsors and participants.

o Ensure strong client satisfaction and retention from plan administrators/sponsors.

Provider Collaboration:

o Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

Knowledge, Skills, and Abilities:

Education:

o Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

o Minimum 3 years of financial industry related experience

o Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

o Notary designation a plus

Job Skills:

o Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

o Excellent verbal, written, analytical, and organization skills

o Technical and analytical training and ability to multi-task and manage multiple projects at once

o Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.

o Results-oriented individual with proven ability to thrive in a fast-paced environment

o High attention to detail and the ability to see things through from concept to implementation

o Proficiency with RPAG, Salesforce and MS Office Suite

o Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones.

All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

Application Deadline: The initial deadline for applications is 6/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.