Director, Retirement Plan Services
About The Position
Alera Group is looking for a Director of Retirement Plan Services to help lead the next evolution of workplace retirement. This is a highly visible, national leadership role for someone who thrives at the intersection of strategy, data, technology, and client impact. Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business, delivering solutions across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With a national footprint and strong local offices, we combine scale, collaboration, and innovation to better serve clients and advisors. This role leads the strategic, operational, and innovation direction of Alera Group’s national Retirement Plan Services practice. You’ll partner closely with regional leaders and cross-practice teams to scale advisor success, modernize systems, strengthen fiduciary governance, and elevate the client experience. A major focus of this role is using data, automation, and AI-enabled tools to drive smarter decisions and more efficient operations across the practice.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or related field; advanced degree or certifications preferred
- 10+ years of leadership experience in retirement plan consulting or institutional financial services
- Deep knowledge of ERISA, fiduciary governance, and retirement plan operations
- Strong fluency in data, analytics, and modern CRM/workflow tools (Power BI experience preferred)
- Proven ability to lead change, scale operations, and collaborate across a matrixed organization
Responsibilities
- Execute the national Retirement Plan Services strategy to drive growth, advisor enablement, and operational excellence
- Lead AI-enabled and data-driven initiatives that improve workflows, insights, and client outcomes
- Partner across Wealth, Employee Benefits, and Insurance to expand integrated client solutions
- Oversee fiduciary governance, compliance, and vendor relationships at a national level
- Mentor and develop regional leaders while serving as an escalation point for complex matters
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
251-500 employees
