Retirement Plan Service Manager

Wealth Enhancement is seeking a Retirement Plan Service Manager to oversee the administration of retirement plans, provide coaching and development to the team, and deliver exceptional client service. The role involves designing and implementing retirement plans, providing technical support, and promoting financial wellness programs.

Requirements

• 4-year degree in finance, business, or related
• 5+ years retirement plan experience
• Pension or investment designations helpful, but not required
• Knowledge of retirement regulations (ERISA, DOL, etc.) and operations, excellent financial acuity

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)