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Manager of Retirement Plan Services

Hamilton Capital Management

in Columbus OH

Hamilton Capital Management

Are you an experienced professional in helping business owners and their employees get the most of out their retirement plan options?  Do you have a passion for service excellence, continuous improvement and strong communication skills?  If so, we have a great opportunity for you.

 Hamilton Capital Management is one of the nation’s largest independent, fee-only, registered investment advisory firms.  We are seeking an exceptional, client-oriented professional responsible for working with our financial advisors to deliver outstanding retirement plan services to our clients.

Position Benefits

  • Competitive compensation package commensurate with experience
  • Excellent benefits, including a 401(k) Plan after 6 months of service, with employer contribution
  • Individual contribution and innovation is encouraged and recognized
  • Professional yet family atmosphere with personal development opportunities

 Primary Position Responsibilities

  • Collaborate with advisory team, TPAs and recordkeepers to onboard all new retirement plans
  • Supervise activities of retirement plan specialist in servicing all retirement plans
  • Conduct annual plan reviews and on-site participant education meetings
  • Review and manage workflows and processes for plan onboarding and on-going service requirements
  • Document client service requests and issues resolution
  • Keep advisory team up-to-date on plan status and key client and third party communications
  • Learn and embrace firm’s investment approach and philosophy
  • Stay abreast of current retirement plan environment and regulations including relevant DOL, ERISA, fiduciary rules and collaborate with compliance department on all related requirements
  • Work with management to review and vet existing technology, TPA, recordkeeper and custodian relationships

 Position Requirements

  • Minimum of five years of direct experience working with retirement plans, business owners and participants is required
  • Bachelor’s degree is required, with an emphasis in business or finance is preferred
  • Recognized industry accreditation such as QPA, CRPS®, CFPA, AIF, etc., is preferred
  • Strong working knowledge of retirement plan design, recordkeeping and plan administration issues, and current IRS, ERISA and DOL regulations
  • Ability to develop strong internal and client relationships
  • Ability to multi-task in a fast-paced environment
  • Learns quickly and enjoys collaborating with others to meet challenges
  • Excellent organizational, analytical, critical thinking, and leadership skills
  • Excellent written and oral communication skills
  • Proficient with Microsoft Office software
  • Ability to learn Industry specific systems

For confidential consideration, submit your resume in PDF form only.

How to Apply

Apply online using this link:  https://hamiltoncapital.isolvedhire.com


This ad has been viewed 1037 times. It expires on 8/21/2018.

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