Retirement Plan Consultant
3 weeks ago
Pentegra Services, Inc. is a leading company in the retirement plan industry, dedicated to providing exceptional service and support to our clients.
Salary RangeThe estimated annual salary for this role is $85,000 - $115,000, depending on experience and qualifications.
Job DutiesThe Relationship Manager will be responsible for managing client relationships, driving client satisfaction, and promoting business growth.
- Coordinate relationship management activities with the Sales, Marketing, Legal, Investments, and other internal functional areas.
- Deliver accurate and complete results, adhering to Pentegra's internal controls.
The ideal candidate will have 5-10 years of experience in the retirement plan industry, with expertise in Defined Contribution and/or Defined Benefit plan consulting, recordkeeping, and administration. A Series 6 license is required.
Requirements- Experience working with client senior management and Board members.
- Strong understanding of ERISA and industry-related laws and regulations.
- ASPPA or other industry-specific designation preferred.
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