Retirement Plan Support Specialist

Role Overview

The Retirement Plan Support Specialist plays a crucial role in supporting the Retirement Plan Advisors team. This position is responsible for providing comprehensive sales and service support, from prospecting and building compelling new business presentations to ensuring seamless client onboarding and ongoing service. This role requires a detail‑oriented individual who can understand plan investments, fees, and design.

• Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons.
• Provide administrative support, including activities with third‑party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests.
• Ensure the overall customer experience of the virtual education websites, ensuring ease of use and access, up‑to‑date information, and branding.
• Analyze target markets and identify potential new business opportunities using tools such as FreeERISA, Larkspur, and providing constructive feedback to the sales team.
• Maintain benchmarking software (FI360) by reviewing, updating, and inputting competitor performance and fee information.
• Assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships.
• Provide timely updates and maintain accurate information in the customer relationship management (CRM) system, including pipeline tracking and referral activity.
• Support meeting preparation, sales events, travel, and expense reimbursements as needed.
• Help onboard new Advisors/retirement staff and update onboarding materials and handbook for training where applicable.
• Perform other duties as assigned.

• Possess a Bachelor’s degree in Business Administration/Management, Economics, or Finance.
• Have 3–5 years of experience within the financial services industry, or a combination of education and experience that provides an equivalent background.
• Be proficient in using Microsoft Office, particularly Excel, PowerPoint, and Adobe suite.
• Be detail‑oriented with a high level of accuracy.
• Show an understanding of financial services products, particularly related to retirement plans and investment products and services.
• Have solid analytical and problem‑solving skills with the ability to identify problems and recommend appropriate follow‑up action.
• Have excellent organizational and time‑management skills.
• Have excellent interpersonal skills that result in establishing and maintaining good relations with internal and external customers throughout the entire sales process.
• Have the ability to work alone to get the job done as well as with a team to meet deadlines.

US Employees in California, Washington DC, New Jersey, and New York: $69,920 – $109,460
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $63,830 – $100,210
US Employees in all other states not listed above: $57,760 – $90,960
The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job‑related factors.

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Health, dental, vision, and other insurance coverage (company‑sponsored benefit plan)
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to  to let us know the nature of your request.

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