Retirement Plan Manager
Retirement Plan Manager
Why This Role Matters
Work Arrangement
How You'll Make an Impact
- Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.
- Serve as the primary point of contact for retirement plan and individual wealth clients, providing responsive, knowledgeable support.
- Coordinate client meetings, reviews, and ongoing service activities while maintaining accurate records and documentation within CRM systems.
- Deliver participant education sessions that help individuals better understand retirement planning, investment options, and risk considerations.
- Ensure plans remain compliant with applicable regulations through effective coordination with vendors, broker/dealers, and internal stakeholders.
- Monitor key operational and client service metrics, using insights to improve processes and enhance the overall client experience.
- Partner with advisors and internal teams to ensure consistent execution, effective communication, and high-quality client outcomes.
- Identify opportunities to strengthen retirement service offerings and support continued business growth.
Who You Are
- A relationship-focused professional who enjoys building trust and serving as a reliable advisor to clients.
- Highly organized with the ability to manage multiple priorities while maintaining attention to detail.
- Comfortable balancing strategic thinking with hands-on execution and day-to-day operational responsibilities.
- Proactive in identifying challenges, solving problems, and improving processes.
- A strong communicator who can explain complex retirement concepts in a clear and approachable manner.
- Collaborative and team-oriented, with the ability to work effectively across multiple stakeholder groups.
- Driven to deliver exceptional service and create positive client experiences.
What You Bring
Day One:
- 5+ years of experience in retirement plan management, retirement services, or a related field.
- Active Nebraska Life & Health Insurance License.
- Series 6 or Series 7 license and Series 63, 65, or 66 licensing.
- Strong knowledge of retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h).
- Experience using CRM platforms, with Salesforce experience preferred.
- Proficiency in Microsoft Office Suite.
- Bachelor's degree in Business, Finance, or a related field.
- Strong communication, organizational, and problem-solving skills.
- Demonstrated ability to manage multiple priorities while maintaining strong client relationships.
Valuable Additions:
- Experience delivering participant education and retirement planning presentations.
- Experience supporting both group retirement plans and individual wealth planning clients.
- Advanced reporting, analytics, or operational performance tracking experience.
- Experience working with broker/dealers, custodians, and retirement plan service providers.
- A track record of identifying and implementing process improvements that enhance client service and operational consistency.
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$60,000 - $100,000 USD
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