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Director, Plan Consulting
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Management
Regulatory Compliance Specialist, Project & Program Management, Operations Management, General Management
Job Description & How to Apply Below
Responsibilities
- Lead and develop a team of 10-15 Plan Consultants supporting IRS pre‑approved document creation and ongoing ERISA compliance for 401(k) and 403(b) plans
- Champion innovation and execution excellence in Plan Consulting
- Define and drive strategic objectives for Plan Consulting
- Own the end‑to‑end Plan Consulting service model ensuring consistent, high‑quality delivery
- Use metrics and analytics to monitor performance and implement mitigation strategies
- Coach and develop a high‑performing, multi‑site team of Plan Consultants
- Navigate and resolve complex blocking issues
- Partner closely with Legal, Implementation, Sales, and Relationship Management to ensure seamless delivery
- Bachelor’s degree required
- Proven leadership experience managing teams, preferably across multiple locations
- Demonstrated success in process improvement, operational efficiency, and escalation management
- Strong executive communication, presentation, and customer management skills
- Experience with benchmark development, performance management, and risk mitigation
- Deep knowledge of ERISA compliance and retirement plan document services preferred
- ASPPA or related industry designation preferred
- Bachelor’s degree
- ASPPA designation
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