Retirement Plan Manager
About The Position
As a Retirement Plan Manager, you'll play a central role in helping retirement plan and wealth clients achieve their financial goals while ensuring a seamless service experience. This position combines client relationship management, retirement plan operations, compliance oversight, and strategic coordination to deliver high-quality retirement solutions and support long-term business growth. You'll partner closely with advisors, clients, vendors, and internal stakeholders to ensure retirement plans are administered accurately and efficiently. Your expertise will help drive operational consistency, strengthen client relationships, and identify opportunities to enhance service offerings across the retirement and wealth platform.
Requirements
- 5+ years of experience in retirement plan management, retirement services, or a related field.
- Active Nebraska Life & Health Insurance License.
- Series 6 or Series 7 license and Series 63, 65, or 66 licensing.
- Strong knowledge of retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h).
- Experience using CRM platforms, with Salesforce experience preferred.
- Proficiency in Microsoft Office Suite.
- Bachelor's degree in Business, Finance, or a related field.
- Strong communication, organizational, and problem-solving skills.
- Demonstrated ability to manage multiple priorities while maintaining strong client relationships.
Nice To Haves
- Experience delivering participant education and retirement planning presentations.
- Experience supporting both group retirement plans and individual wealth planning clients.
- Advanced reporting, analytics, or operational performance tracking experience.
- Experience working with broker/dealers, custodians, and retirement plan service providers.
- A track record of identifying and implementing process improvements that enhance client service and operational consistency.
Responsibilities
- Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.
- Serve as the primary point of contact for retirement plan and individual wealth clients, providing responsive, knowledgeable support.
- Coordinate client meetings, reviews, and ongoing service activities while maintaining accurate records and documentation within CRM systems.
- Deliver participant education sessions that help individuals better understand retirement planning, investment options, and risk considerations.
- Ensure plans remain compliant with applicable regulations through effective coordination with vendors, broker/dealers, and internal stakeholders.
- Monitor key operational and client service metrics, using insights to improve processes and enhance the overall client experience.
- Partner with advisors and internal teams to ensure consistent execution, effective communication, and high-quality client outcomes.
- Identify opportunities to strengthen retirement service offerings and support continued business growth.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
