Senior Retirement Plan Advisor

Senior Retirement Advisor

Are you passionate about helping organizations and individuals achieve financial security and success? As a Senior Retirement Advisor, you’ll be at the forefront of managing institutional accounts, fostering meaningful relationships, and delivering exceptional results in retirement and investment management. This is your chance to make a significant impact while driving your career forward.

What’s in it for you?

• Professional Growth: Opportunity to manage large, complex client relationships within a significant portfolio.
• Leadership Development: Hone your skills in team leadership, client relationship management, and strategic planning.
• Community Impact: Represent a trusted organization in the community while helping clients achieve their retirement and investment goals.
• Supportive Environment: Join a team that values collaboration, teamwork, and ongoing learning.

This role will be responsible for:

• Managing all aspects of a large institutional client portfolio, including investment management and plan administration.
• Building and maintaining strong relationships with clients through effective communication, client entertainment, and proactive engagement.
• Ensuring the smooth implementation of department initiatives and strategic projects.
• Overseeing investment activities and ensuring compliance with ERISA regulations and industry standards.
• Leading meetings and providing employee education to enhance retirement plan engagement and outcomes.
• Driving business development through participation in ongoing sales efforts and cultivating new client relationships.

Expectations will include:

• Successfully managing complex client accounts and delivering high-quality customer service.
• Facilitating and leading meetings to align with client objectives and goals.
• Offering strategic oversight on investment allocations and retirement plan administration.
• Representing the organization professionally in the community while adhering to confidentiality standards.
• Establishing effective work processes for team members and fostering a culture of collaboration and high performance.

A qualified candidate will possess the following:

• Education & Experience: Bachelor’s degree and 5+ years of experience in retirement plan management, including participant accounting, investments, and employee education.
• Skills & Knowledge: Strong understanding of industry regulations and trends, exceptional problem-solving skills, and high attention to detail.
• Communication: Excellent verbal and written communication skills to engage effectively with clients.
• Certifications: Industry-specific designations in retirement management are a plus.
• Leadership Abilities: Proven capability to guide and support team members while delivering exceptional results.

Compensation: Compensation will include a base and potential bonus with all-in compensation landing somewhere between $100k and $150k annually

Benefits: Full

Desired Location: Tulsa or Oklahoma City. This will be an “in the office” position.

This is more than a job – it’s an opportunity to lead, grow, and make a difference. Are you ready to elevate your career and become a trusted partner in retirement and investment management?

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Senior Retirement Plan Advisor job.
Job Id: 17434