Director of Retirement Plan Services
About The Position
At Prosperity – An EisnerAmper 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 operate at the intersection of client delivery, advisor enablement, and enterprise growth—serving as the firm’s subject matter expert on retirement plans and a trusted partner to clients, advisors, and EisnerAmper stakeholders. The Director of Retirement Plan Services is responsible for the end-to-end leadership, growth, and operational execution of Prosperity’s retirement plan services business. This individual will own the strategy, team leadership, client delivery model, and business development outcomes for the practice. This is a highly visible, client-facing role requiring the ability to drive organic growth, close new business, and establish Prosperity as the preferred retirement plan advisor across EisnerAmper’s client base. The Director will serve as the firmwide expert in retirement plan advisory, regulatory considerations, and plan design strategy.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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 EisnerAmper 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
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- join a culture that has received multiple top “Places to Work” awards
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What This Job Offers
Job Type
Full-time
Career Level
Director
