Retirement Plan Manager (Remote)

Patriot Growth Insurance Services and Partner Agencies • Omaha, NE

3d • Remote

About The Position

We are seeking an experienced Retirement Plan Manager to lead the delivery and execution of group retirement and individual wealth services. This role ensures a high-quality client experience while overseeing day-to-day plan operations, compliance, and service delivery. The ideal candidate is both strategic and hands-on, capable of managing client relationships, driving operational consistency, and supporting business growth. They play a critical role in aligning client service, advisor support, and retirement plan execution.

Requirements

• 5+ years of experience in retirement plan management or retirement services
• Active Nebraska Life & Health Insurance License
• Series 6 or Series 7 and Series 63/65/66 licenses required
• Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Bachelor’s degree in Business, Finance, or a related field
• Strong communication, organizational, and problem-solving skills
• Proven ability to manage multiple priorities while building and maintaining strong client relationships

Responsibilities

• Serve as the primary point of contact for group retirement and individual wealth planning clients, delivering responsive and high-quality service
• Oversee daily operations for retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h), ensuring accuracy and timeliness
• Coordinate client meetings, reviews, and service activities while maintaining organized records and documentation within CRM systems
• Deliver participant education sessions and respond to inquiries related to retirement planning, investments, and risk considerations
• Ensure compliance with applicable regulations and coordinate with vendors, broker/dealers, and internal stakeholders
• Generate reports and track key metrics to monitor client activity, service levels, and operational performance
• Support advisors and internal teams to ensure alignment, execution, and consistent service delivery
• Identify opportunities to improve processes, enhance client experience, and expand retirement service offerings

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level