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Retirement Services Manager

Alta Trust Company

(Lone Tree CO)

Logo for Alta Trust Company

About Us: Alta Trust Company is a leading trust company committed to providing exceptional retirement and financial services to our clients. We pride ourselves on our innovative solutions and dedication to helping investment advisors solve their problems. We are looking for a passionate and experienced professional to join our team as the Collective Investment Trust Services Manager.

Position Summary: The Retirement Services Manager will lead and oversee our collective investment trusts, and unitized managed account business, ensuring that our clients receive the highest quality of service and support. This role requires a strategic thinker with deep knowledge of retirement plans, Collective Investment Trusts, working with record keepers, custodians and other vendors. The ideal candidate will have strong leadership skills, a customer-centric mindset, and the ability to drive growth in our retirement services.

Key Responsibilities:

  • Strategic Leadership: Develop and implement the company’s vision for retirement, ensuring alignment with overall business objectives.
  • Team Management: Lead and mentor a team of retirement specialists, ensuring they are equipped with the tools and knowledge to succeed.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored retirement solutions.
  • Compliance & Risk Management: Ensure all clients and funds comply with relevant regulations and mitigate any potential risks.
  • Business Development: Identify and pursue new business opportunities to expand our retirement services.
  • Market Analysis: Stay updated on industry trends and competitor offerings to keep our services competitive and innovative.
  • Reporting & Analysis: Provide regular reports on the performance of retirement services, including client satisfaction, plan performance, and revenue growth.

Qualifications:

  • Bachelor’s degree in Finance, Business Administration, or related field.
  • Minimum of 7-10 years of experience with collective investment trusts, retirement plans, custodians and recordkeepers.
  • Minimum of 5 years of experience managing a team.
  • In-depth knowledge of collective investment trusts, and retirement plans, including 401(k), 401(a), 403(b), IRA, pension plans, and other retirement solutions.
  • Proven experience in a leadership role, managing teams, and driving business growth.
  • Excellent communication and interpersonal skills, with the ability to build strong client relationships.
  • Strong analytical and problem-solving abilities.
  • Familiarity with regulatory requirements and compliance in the retirement industry.

Physical Demands and Work Environment:

  • Occasionally required to stand
  • Occasionally required to walk
  • Frequently required to sit
  • Continually required to utilize hand and finger dexterity
  • In office position

Why Join Us:

  • Salary: $100,000-$125,000
  • Opportunity to lead and shape a key division within a growing company.
  • Competitive salary and comprehensive benefits package including 100% Company paid medical, dental, vision including $200 H.S.A. contribution monthly, LTD and life insurance, 2% 401(k) contribution, and generous time off policy including 10 paid holidays per year.
  • Bonus eligible
  • Collaborative and supportive work environment.
  • Professional development and career advancement opportunities.

Alta Trust Company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

How to Apply

To apply, please email your resume to ncrisenberry@trustalta.com.


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Alta Trust Company has trusted BenefitsLink to help reach qualified candidates for this opening.

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