Retirement Plan Account Manager

Wilshire Benefits Group IncTroy, MI
1h

About The Position

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 Account Manager to join us on our mission to deliver exceptional service and support to our valued clients. As a key member of the Retirement Planning team, you will play a strategic 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.

Requirements

  • 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 PowerPoint
  • Commitment to maintaining confidentiality with demonstrated moral and ethical standards
  • Series 6 & 63 qualified (or willing to achieve within a year)
  • At least 2 years of financial or Qualified Retirement Plan experience preferred

Nice To Haves

  • Experience in administering retirement plans and annual plan reviews for Plan Sponsors helpful
  • Familiarity with Northwestern Mutual systems and platforms a plus

Responsibilities

  • 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
  • Coordinate and prepare for client reviews
  • Manage enrollments
  • Support compliance testing and government filings
  • Provide clear guidance on 401(k) loans and transfers
  • Lead educational sessions
  • Conduct one-on-one meetings
  • Set up and maintain retirement plans using vendor systems
  • Analyze data
  • Recommend plan changes
  • Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products.
  • Foster strong relationships with colleagues and vendors to enhance communication and service.
  • Gather, audit, and maintain accurate reports and documents.
  • Create and refine materials to ensure clarity and compliance.
  • Take on projects, demonstrating flexibility and commitment to team goals.

Benefits

  • We offer a robust and competitive benefits package and an award-winning work environment.
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