The Director of Retirement Plan Services is responsible for stabilizing, leading, and optimizing the established RPS business line while serving as a key partner to advisors delivering retirement plan solutions to their clients.
Requirements
- 10+ years in retirement plan services, institutional consulting, or related field
- Experience managing and servicing retirement plan business (not solely sales-focused roles)
- Demonstrated ability to lead small teams and drive execution in under-structured environments
- Strong understanding of ERISA, fiduciary standards, and plan governance
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company