Retirement Plan Service Manager

Wealth Enhancement Group•Pittsford, NY

1d•$120,000 - $145,000•Onsite

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Pittsford, New York team has an exciting opportunity for a Retirement Plan Relationship Manager role. This position is the primary contact for internal advisors and consulting services and provides oversight to third party services. In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000.00 to $145,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

4-year degree in finance, business, or related
5+ years retirement plan experience
Knowledge of retirement regulations (ERISA, DOL, etc.) and operations, excellent financial acuity
Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible; self-managed
Proven analytical and problem resolution skills
Excellent verbal, presentation, and written communication skills
Consistent high-level customer service
Ability to work as a team member; positive solution-focused attitude
Experience in multi-tasking in a fast-paced environment
Salesforce or similar CRM systems experience
Drive for Results; Integrity
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Nice To Haves

Pension or investment designations helpful, but not required

Responsibilities

Retirement Plan Design and Implementation (Consulting Services)
Assists the retirement sales team in the sales process as requested; meets with clients to determine needs and plan design options
Assists with new business implementation procedures
Organizes and implements annual service plans for clients, introduces improved and new features available, coordinates plan changes and other plan related features
Implement support plans with the sales team that achieve the overall goal of attaining more business
Achieves growth and retention goals
Coach and Develop the Team (Consulting and TPA Administration)
Coaches and develops a technically strong, functional team
Develop and maintain a thorough understanding of our business, products, and services
Coordinates and monitors workflow across departments to facilitate efficient operations and optimal client service
Produces, analyzes, and distributes reports on a regular basis to achieve individual and team goals
Client Service – (Consulting Services)
Displays good judgment & leadership to ensure suitable administration of all accounts
Develop and manage strong business relationships with assigned clients through in-person visits
Utilizes Salesforce platform to identify needs for current clients and secure new business
Act as primary contact for all day-to-day service issues and other inquiries for assigned clients
Liaise between client and vendors to assist in resolving issues and identifying process improvement opportunities
Achieve individual and team goals for service levels
Governance / Technical Support
Provide guidance on regulatory issues that impact retirement plans
Monitors and assess impact of changes in legal, fiduciary, account and investment regulations on assigned accounts
Stays abreast of governance trends and communicates new best practices regularly
Supports all facets of retirement planning, compliance, administration, plan design, investments, fiduciary support, governance
Financial Wellness Programming
Assists with employee education services; conducts education seminars and one-on-one meetings with participant

Benefits

Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.
You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)