Director, Retirement Plan Compliance & Strategy

3 days ago Be among the first 25 applicants

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior.

Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

We are proud of the work we do, which is fueled by the team we have built. Our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well‑being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

• Integrity We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
• Service We regularly and generously share our time, expertise, and money to positively impact the well‑being of our clients, community, and one another.
• Empathy We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
• Innovation We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
• Quality We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
• Growth We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.