Retirement Plan Account Manager

Are you ready to make a significant impact by combining your skills and passion with a team that values your contributions and invests in your growth? At Wilshire Benefits Group, we’re seeking a dynamic, driven, and proactive Retirement Plan Specialist to join us on our mission to deliver exceptional service and support to our valued clients. As a Retirement Plan Specialist, you will play a key role in expanding our retirement services, growing the book of business and plan participation, and providing expert financial guidance.

Your proactive approach and problem-solving abilities will help us exceed expectations and make a meaningful impact every day.

Your duties will include:

• Collaboration:
  
  Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork;
  Partner with other departments and outside channel partners to align with company growth targets
• Client Engagement:
  Coordinate and prepare for client reviews, manage enrollments, and support compliance testing and government filings.
• Employee Support:
  Provide clear guidance on 401(k) loans and transfers, lead educational sessions, and conduct one-on-one meetings.
• Plan Management:
  Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes
• Wealth Management:
  Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products.
• Relationship Building:
  Foster strong relationships with colleagues and vendors to enhance communication and service.
• Data Integrity:
  Gather, audit, and maintain accurate reports and documents.
• Communication Excellence:
  Create and refine materials to ensure clarity and compliance.
• Special Projects:
  Take on projects, demonstrating flexibility and commitment to team goals.

Our successful candidate will bring the following skills, abilities, and experience to this exciting role:

• Stellar organizational and prioritizing skills
• Top-notch verbal, written, and interpersonal communication abilities
• Engaging presentation skills with the ability to address and present complex financial information clearly and professionally.
• Talent for building strong relationships with clients and vendors
• Self-starter attitude with flexibility to meet client needs
• Proactive in seeking and implementing improvements
• Proficiency in Microsoft Word, Excel, and Power Point
• Commitment to maintaining confidentiality with demonstrated moral and ethical standards
• Series 6 & 63 qualified (or willing to achieve within a year)
• Experience in administering retirement plans and annual plan reviews for Plan Sponsors helpful
• At least 2 years of financial or Qualified Retirement Plan experience preferred
• Familiarity with Northwestern Mutual systems and platforms a plus

At Wilshire Benefits Group, we celebrate partnerships, encourage growth, and inspire creativity. We offer a robust and competitive benefits package and an award-winning work environment.

Ready to join the team and become a contributor to our intentionally-different approach? Apply now!