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Retirement Plan Account Manager

Independent Advisory Firm

in MA

Independent advisory firm with strong commitment to institutional retirement plan clients.


  • Manage a caseload of institutional retirement plans ranging from $10M - $200M in assets
  • Client retention
  • Oversee and develop education strategies with the Plan Sponsors
  • Work with investment committees
  • Consult on plan design
  • Create due diligence checklists
  • Assist with final sales presentations
  • Subject matter expert in IRS/DOL regulations
  • Compliance oversight
  • Occasional travel to client sites

To be considered, you'll meet the following qualifications:

  • 3+ years Client Relationship Management experience 
  • Series 65 or 66 (ideally)
  • ASPPA designation (ideally)
  • Accredited Investment Fiduciary (AIF) designation (ideally)
  • Strong team player that will collaborate well with internal & external business partners
  • Exceptional communication skills (verbal & written) with a strong attention to detail

How to Apply

Qualified candidates can submit resumes and salary requirements to retirementservicesjobs@gmail.com

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