What You’ll Do
- Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date
- Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc.
as requested by the plan sponsor
- Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence
- Demonstrates knowledge concerning ERISA laws & guidelines for the retirement plan industry
- Drives client retention by delivering annual plan reviews and initiating proactive client contact
- Promotes new products and services to plan sponsors
- Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
You Should Have :
- Bachelor's degree required
- 2+ years related experience in the retirement plan industry required
- Life Insurance and Variable Contracts licenses (required for group annuity products), required to obtain within 30-90 days of hire, unless already licensed
- Attains and maintains FINRA Series 7 & 66 (S63 & S65 acceptable as well) strongly preferred
- AIF designation is preferred
- Limited travel required (less than 25%)
- Intermediate MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
Manager, Retirement Plans & Benefits
Manager, Retirement Plan and Benefits Consultant. Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. Full-time Positions and Part-time Positions Over 30 hours: Regular employees working 30 or ...
Senior Retirement Plan Manager
Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence. Demonstrates knowledge conc...
Plan Manager-Retirement
Voya Retirement Plan – employer paid cash balance retirement plan (4%). Manages all aspects of Tax-Exempt sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Typically works on the larger and/or more complex plans/customers. S...
Retirement Plan Solutions Product Manager - 3(38)
Our Retirement Plan Solutions Team is seeking an experienced individual to be responsible for the Cetera programs that include 3(38) investment management. This is a unique opportunity to serve a leading role on a team tasked with shaping the industry’s future, in alignment with Cetera’s Workplace &...
Relationship Manager, Retirement Plan Services
As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. Relationship Manager, Retirement Plan Services. This position includ...
Retirement Plan Solutions Product Manager - 403(b)
The Retirement Plan Solutions Team is seeking an experienced individual dedicated to leading the activities associated with facilitating our advisors’ opportunities with the various individually-controlled product solutions available in the tax exempt marketplace. Cetera is prioritizing how we enabl...
Retirement Plan Manager
Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence. Demonstrates knowledge conc...
Product Development Project Manager
The Product Development Project Manager is responsible for planning, leading, organizing, and motivating the Parkson product development teams. Define the projects schedule and scope while balancing this with timely and regular value deliveries and organizing and leading working and project status m...
Financial Aid Advisor
As a part of the CU Anschutz Financial Aid & Scholarships team, the Financial Aid Advisor has a primary responsibility to counsel health professions students and families regarding educational funding and processes through two-way conversations. The Financial Aid Advisor meets with CU Anschutz stude...
Medicare Sales Representative
A company is looking for a Medicare Sales Representative to help individuals understand their Medicare benefits. ...