shape and execute the strategic vision of our Retirement Plan Services practice
drive new business development, including sourcing, presenting, and closing retirement plan opportunities
serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations
lead complex client engagements, including 401(k), defined benefit, and cash balance plans
partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships
lead and develop the Retirement Plan Services team
design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support
ensure operational discipline, data integrity, and effective use of systems and reporting tools
oversee relationships with recordkeepers, TPAs, and external partners

Bachelor’s degree in Finance, Economics, or related field
10+ years of experience in retirement plan advisory, consulting, or administration
Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks
Proven leadership experience managing and developing teams
Demonstrated success in business development
Relevant professional designations (e.g., AIF®, QKA®, CFP®)
Experience working within or alongside a CPA or professional services firm
Experience building or scaling a retirement plan services practice
Familiarity with retirement plan platforms and reporting systems

flexibility to manage your days in support of our commitment to work/life balance
multiple top “Places to Work” awards received
embrace our differences to create new solutions

Director of Retirement Plan Services

Key skills