Director of Retirement Plan Investment Strategy

Director of Retirement Plan Investment Strategy

Position Overview

Prime Capital Financial is seeking a Director of Retirement Plan Investment Strategy to lead institutional investment oversight for qualified retirement plans. This highly visible, cross-functional role will serve as the firm’s subject matter expert on retirement plan investment design, manager due diligence, and financial wellness solutions. The role combines client-facing impact with investment selection, monitoring and governance. The ideal candidate brings deep knowledge of retirement plan investment processes, understands macroeconomic context and capital markets, and is comfortable presenting to advisors, committees, and plan sponsors.

This is a client-first role designed to drive measurable outcomes in plan health, participant engagement, and new business wins.

Responsibilities

• Own the retirement plan investment strategy process by overseeing fund menu design, asset class coverage, peer benchmarking, andmanager oversight across CITs, models, and Advisor Managed Accounts.

• Drive participant-first success by aligning managed account structures and financial wellness solutions with age-based risk modeling, capital market assumptions, and engagement goals.

• Serve as a lead investment voice in finalist presentations, plan reviews, and advisor enablement, translating macroeconomic views and portfolio positioning into actionable insights.

• Monitor plan-level performance, attribution, and tracking error, and maintain institutional-grade governance and documentation standards across all qualified plan investment offerings.

Qualifications and Personal Competencies

• Bachelor’s degree in finance, economics, or related field; CFA, CIMA, or progress toward designation preferred

• 5+ years of experience in retirement plan investments, institutional investment consulting, or multi-asset portfolio management

• Working knowledge of ERISA, CIT structures,andfiduciary roles, and retirement recordkeeping platforms

• Strong grasp of macroeconomics, capital markets, and portfolio construction

• Experience presenting investment insights to advisors, consultants, or plan sponsors

• Proficiency with Excel, Salesforce, Morningstar Direct; familiarity with model mapping, portfolio analytics, and CRM workflows preferred

• Series 65 or ability to obtain upon hire

• Excellent verbal and written communication skills

• High quality of work standards and attention to detail

• Strong work ethic, internal motivation, and ability to learn new skills and competencies

Compensation

A competitive compensation package will be provided, including:

• Base compensation

• Variable compensation

• Benefits package

The compensation plan details will be custom-designed to meet the needs and experiences of qualified and interested candidates.

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