Senior Retirement Plan Advisor

Job Title: Senior Retirement Plan Advisor
Department: Retirement Plan Consulting
Position

Reports To:

Retirement Plan Consultant/Advisor, SVP Client Relationship Management
Full or Part Time: Full Time
FLSA Status: Exempt

Are you passionate about helping employers and their employees achieve better retirement outcomes?
Do you thrive in a consultative environment where relationships, expertise, and client service
matter more than sales quotas?

We are seeking an experienced Retirement Plan Advisor to join our growing boutique retirement plan
consulting practice. This is an opportunity to work directly with business owners, executive
leadership teams, retirement plan committees, and participants while delivering sophisticated
fiduciary and retirement plan consulting services.

As a key member of our team, you will serve as the lead advisor on employer-sponsored retirement
plans, providing strategic guidance on plan governance, investments, participant outcomes, and plan
design.

• Serve as the primary advisor for a portfolio of retirement plan clients.
• Conduct fiduciary committee meetings, investment reviews, and strategic planning discussions.
• Develop trusted relationships with business owners, CFOs, HR leaders, and plan committees.
• Deliver proactive recommendations to improve plan effectiveness and participant outcomes.

• Assist plan sponsors in understanding and fulfilling their fiduciary responsibilities under ERISA.
• Monitor and evaluate investment menus and retirement plan service providers.
• Conduct investment due diligence and benchmarking reviews.
• Support the development and ongoing monitoring of Investment Policy Statements (IPS).
• Analyze plan fees and identify opportunities to improve plan value.

• 401(k) Plans
• Safe Harbor Plans
• Profit Sharing Plans
• Defined Benefit and Cash Balance Plans
• Nonqualified Deferred Compensation Plans
• Collaborate with TPAs, ERISA attorneys, CPAs, and recordkeepers to optimize plan performance.
• Identify opportunities to improve participation, deferral rates, and retirement readiness.

• Updates on new products
• Updates on new services
• Comprehension of new products and new services

• Acuity
• RPAG

• Conduct employee education meetings and enrollment sessions.
• Provide retirement planning and financial wellness education.
• Deliver both virtual and in-person presentations.
• Help participants better understand their retirement benefits and investment options.

• Develop referral relationships with CPAs, attorneys, and other centers of influence.
• Participate in prospect meetings and finalist presentations.
• Identify opportunities for new client acquisition and organic growth within existing relationships.
• Represent the firm within the business and retirement plan community.

• Bachelor's degree in Finance, Business, Economics, or related field.
• 7+ years of retirement plan consulting, institutional advisory, or retirement plan relationship management experience.
• Strong knowledge of ERISA, fiduciary best practices, and qualified retirement plans.
• Experience advising plan sponsors and presenting to retirement plan committees.
• Exceptional communication and presentation skills.
• Proven ability to build and maintain executive-level relationships.
• FINRA Series 65, 66, and/or 7 licenses or obtain within 90 days of hire, as applicable.

• CPFA®, CFP®, AIF®, C(k)
  P®, CEBS, or similar industry designation.
• FINRA Series 65, 66, and/or 7 licenses, as applicable.
• Experience working with plans ranging from $5 million to $500+ million in assets.
• Established network of…