Retirement Plan Consultant

3 weeks ago


White Plains, New York, United States Pentegra Services, Inc. Full time
About Our Company

Pentegra Services, Inc. is a leading company in the retirement plan industry, dedicated to providing exceptional service and support to our clients.

Salary Range

The estimated annual salary for this role is $85,000 - $115,000, depending on experience and qualifications.

Job Duties

The 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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