Director of Retirement Plan Services

At Prosperity – An Eisner Amper Company, you will be responsible for shaping and executing the strategic vision of our Retirement Plan Services practice. This role combines deep technical expertise, business development leadership, and operational ownership to deliver a scalable, high-quality retirement plan offering across the firm.

• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top “Places to Work” awards
• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
• We understand that embracing our differences is what unites us as a team and strengthens our foundation
• Showing up authentically is how we, both as professionals and a firm, find inspiration to do our best work

• Define and execute the strategic vision and growth plan for Retirement Plan Services
• Drive new business development, including sourcing, presenting, and closing retirement plan opportunities
• Serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations
• Lead complex client engagements, including 401(k), defined benefit, and cash balance plans
• Partner with Prosperity advisors and Eisner Amper stakeholders to expand referral opportunities and deepen client relationships
• Lead and develop the Retirement Plan Services team, establishing clear accountability and performance standards
• Design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support
• Ensure operational discipline, data integrity, and effective use of systems and reporting tools
• Oversee relationships with recordkeepers, TPAs, and external partners to ensure consistent service

• Bachelor’s degree in Finance, Economics, or related field
• 10+ years of experience in retirement plan advisory, consulting, or administration with deep expertise across 401(k), defined contribution, defined benefit, and cash balance plans

• Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks
• Proven leadership experience managing and developing teams
• Demonstrated success in business development, including closing new client relationships
• Relevant professional designations (e.g., AIF®, QKA®, CFP®)
• Experience working within or alongside a CPA or professional services firm
• Experience building or scaling a retirement plan services practice
• Familiarity with retirement plan platforms and reporting systems

We do not discriminate based on veteran or disability or any protected characteristics under federal, state, or local law.

Preferred

Location:

Owings Mills