Retirement Plan Manager

The Olson Group |
Omaha, NE |
Remote |
Full-Time

As a Retirement Plan Manager, you'll play a central role in helping retirement plan and wealth clients achieve their financial goals while ensuring a seamless service experience. This position combines client relationship management, retirement plan operations, compliance oversight, and strategic coordination to deliver high-quality retirement solutions and support long-term business growth.

You'll partner closely with advisors, clients, vendors, and internal stakeholders to ensure retirement plans are administered accurately and efficiently. Your expertise will help drive operational consistency, strengthen client relationships, and identify opportunities to enhance service offerings across the retirement and wealth platform.

This is a full-time remote position reporting to our Omaha, Nebraska office.

• Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.
• Serve as the primary point of contact for retirement plan and individual wealth clients, providing responsive, knowledgeable support.
• Coordinate client meetings, reviews, and ongoing service activities while maintaining accurate records and documentation within CRM systems.
• Deliver participant education sessions that help individuals better understand retirement planning, investment options, and risk considerations.
• Ensure plans remain compliant with applicable regulations through effective coordination with vendors, broker/dealers, and internal stakeholders.
• Monitor key operational and client service metrics, using insights to improve processes and enhance the overall client experience.
• Partner with advisors and internal teams to ensure consistent execution, effective communication, and high-quality client outcomes.
• Identify opportunities to strengthen retirement service offerings and support continued business growth.

• A relationship-focused professional who enjoys building trust and serving as a reliable advisor to clients.
• Highly organized with the ability to manage multiple priorities while maintaining attention to detail.
• Comfortable balancing strategic thinking with hands-on execution and day-to-day operational responsibilities.
• Proactive in identifying challenges, solving problems, and improving processes.
• A strong communicator who can explain complex retirement concepts in a clear and approachable manner.
• Collaborative and team-oriented, with the ability to work effectively across multiple stakeholder groups.
• Driven to deliver exceptional service and create positive client experiences.

• 5+ years of experience in retirement plan management, retirement services, or a related field.
• Active Nebraska Life & Health Insurance License.
• Series 6 or Series 7 license and Series 63, 65, or 66 licensing.
• Strong knowledge of retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h).
• Experience using CRM platforms, with Salesforce experience preferred.
• Proficiency in Microsoft Office Suite.
• Bachelor's degree in Business, Finance, or a related field.
• Strong communication, organizational, and problem-solving skills.
• Demonstrated ability to manage multiple priorities while maintaining strong client relationships.

• Experience delivering participant education and retirement planning presentations.
• Experience supporting both group retirement plans and individual wealth planning clients.
• Advanced reporting, analytics, or operational performance tracking experience.
• Experience working with broker/dealers, custodians, and retirement plan service providers.
• A track record of identifying and implementing process improvements that enhance client service and operational consistency.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental…