Retirement Plan Account Manager

Wilshire Benefits Group Inc•Troy, MI

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.