Senior Manager of Retirement Plan Services
About The Position
The Senior Manager of Retirement Plan Services is responsible for delivering high-quality service and operational excellence for the firm's retirement plan clients. This role supports service delivery across plan administration, participant services, and advisor support, ensuring regulatory compliance, operational accuracy, and an exceptional client experience. The Senior Manager of Retirement Plan Services will manage the internal sales process, develop talent, and support the firm's strategic growth through deep expertise in qualified retirement plans with a focus on client satisfaction and retention. The Senior Manager of Retirement Plan Services Role at Innovia Serve as the senior point of contact for complex or high-value 401(k) plan sponsor relationships Lead client review meetings, addressing plan performance, service metrics, compliance updates, and strategic enhancements Oversee day-to-day service operations, including plan setup, conversions, ongoing administration and distributions Ensure operational excellence across contributions, loans, hardship withdrawals and participant transactions Identify operational inefficiencies and lead process improvement initiatives to enhance scalability, automation, and service quality Partner with operations, technology, and compliance teams to implement system enhancements and policy updates Collaborate closely with financial advisors and support teams to promote client growth and retention Provide guidance on plan design, service models and onboarding strategies Coordinate accurate and timely CRM data entry to support real-time sales tracking and revenue projections Develop and oversee proposal preparation for prospects and clients, collaborating across internal teams to deliver high-quality content Monitor service quality metrics and ensure client deliverables are consistently met Support talent development through coaching, mentorship and knowledge-sharing Perform additional duties and special projects as assigned
Requirements
- Bachelor's Degree; an equivalent combination of education and experience may be considered
- 7-10 years of experience in the retirement plan industry
- Series 6, 63 and 65 licenses required (or willingness to obtain)
- Strong financial and technical aptitude with deep knowledge of qualified retirement plans
- Proficiency in Excel, Word, and PowerPoint
- Proven ability to manage complex workflows with accuracy and attention to detail
- Strong follow-up and organizational skills
- Warm, friendly personality with the ability to build trust and connections
- A willing attitude with a "no job is beneath me" mindset
- High level of autonomy and accountability with a "get it done" approach
- Clean U-4 and U-5 history
Nice To Haves
- Experience with financial and investment planning applications such as Envestnet, eMoney, Tamarac and Advyzon
Responsibilities
- Serve as the senior point of contact for complex or high-value 401(k) plan sponsor relationships
- Lead client review meetings, addressing plan performance, service metrics, compliance updates, and strategic enhancements
- Oversee day-to-day service operations, including plan setup, conversions, ongoing administration and distributions
- Ensure operational excellence across contributions, loans, hardship withdrawals and participant transactions
- Identify operational inefficiencies and lead process improvement initiatives to enhance scalability, automation, and service quality
- Partner with operations, technology, and compliance teams to implement system enhancements and policy updates
- Collaborate closely with financial advisors and support teams to promote client growth and retention
- Provide guidance on plan design, service models and onboarding strategies
- Coordinate accurate and timely CRM data entry to support real-time sales tracking and revenue projections
- Develop and oversee proposal preparation for prospects and clients, collaborating across internal teams to deliver high-quality content
- Monitor service quality metrics and ensure client deliverables are consistently met
- Support talent development through coaching, mentorship and knowledge-sharing
- Perform additional duties and special projects as assigned
Benefits
- Competitive base salary
- Bonus structure tied to individual and company performance
- 100% employer paid medical, dental, vision, disability and life insurance for employees
- 401k retirement plan with profit sharing
- Paid time off and company-recognized paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
