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Client Happiness Manager / Upcoming Advisor

Retirement Planology, Inc.

in Arlington VA / Nashville TN

This role is part-time, flex time, or full time!

The Client Happiness Manager is our project management, client support, and problem-solving role. You'll be helping wrangle client issues and supporting our client experience. We will want to give you awards for and titles like "Anticipator of Needs," "Crafter of Customer Experience," and "Solutions Architect." Generally, you like to take broken and disparate things and put them into a nice and tidy situation for clients. You probably feel good when everything is in its place and everybody is happy.  You will interface with clients, their employees, and our vendors on a regular basis. You embrace using technology to its fullest extent. You might have been considered an overly inquisitive kid growing up or you might be the neighborhood skeptic.  

Here's how we work. No matter the role, we need you to produce quality, accurate products that can be "shipped" to clients. There are often many routes that lead to that destination and a lot of leeway in how you get there or solve the client's problem. With that amount of freedom comes a lot of responsibility. That can be freaky to folks who like manuals or checklists (we mostly use frameworks) or freaky if you're used to dictation as opposed to guidance from management. We generally keep regular business hours in Central and Eastern time zones but we've got families and all the things, so the greatest benefit we offer is we're flexible, as long as there's some consistency. Deadlines are serious. Work banter is not. We fail hard and quickly pivot when necessary, and we improve on prototypes. We'll never say that something works just because we've always done it that way. That may be stressful at times to folks who prefer a very predictable environment, but recognize that you will be a key part of any changes made. Finally, there is a hierarchy at our firm but everyone's voice is important. We value conflict and disagreement as a way to get to the best work product and best benefit for our clients.

Our firm is an RIA firm (not a TPA). The short version is we help growing companies make smart decisions on their employee retirement plan and reduce their workload. We do this through consulting and investment advisory services. You can read all about us at We have two offices, Arlington, VA and Nashville, TN, and you should be located close to one of them. 

Compensation is commensurate with work experience. This could be your next-logical-step job or your mid-career-need-more-flexibility job. Baseline requirement is you'll need to speak recordkeeper and TPA (or demonstrate you can learn really fast).

Why did we list "Upcoming Advisor" in the title? If you will want to work toward being a retirement plan advisor, or you're already licensed with a Series 65 and you want to have your own clients in addition to performing this job role, this role can certainly progress to an advisory position.

How to Apply

Candidates should send their resume to

Please also include a short writing sample in the email, like an introductory paragraph about you or important information that isn't easily listed on your resume, or comments on America's retirement system.

This ad has been viewed 1884 times. It expires on 11/13/2018.

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