Oversee daily operations for group retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h)
Support advisors and client groups by maintaining high standards of service and care
Ensure compliance with applicable retirement plan laws, regulations, and reporting requirements
Coordinate with retirement plan vendors, broker/dealers, and internal partners
Lead and manage team members to ensure service obligations and meetings are consistently met
Deliver group education sessions, seminars, and presentations for plan participants
Respond to employee questions regarding retirement planning, investments, risk tolerance, and time horizons
Identify opportunities to expand retirement services and support business growth
Assist with audit preparation and required documentation for broker/dealer reviews

5+ years of experience in retirement plan management
Active Nebraska Life & Health Insurance License
Series 6, Series 7, and Series 63/65/66 licenses
Bachelors degree in Business, Finance, or a related field
Strong knowledge of retirement plan types and regulatory requirements
Proven leadership experience, including team management and development
Excellent communication, organizational, and problem-solving skills
Proficiency with CRM systems and Microsoft Office
Ability to build strong client relationships and deliver a high-quality service experience
CMFC and/or AIF certification preferred

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

Retirement Manager

Key skills