Multi-Billion AUM Fee-Only RIA

Overview

Well established Fee-Only RIA seeks a Retirement Plan Account Manager to service and act in a multifaceted advisory & service role for an extensive book of group plan sponsors (401k retirement plan sponsors) in a fiduciary capacity.

Highlights

• This role is ideal for an Account Manager/Relationship Manager at a Record Keeper or Third Party Administrator seeking to move to the advisory side, or an Associate Retirement Plan Advisor seeking a high growth environment.
• Make an impact in an entrepreneurial high growth firm through proactively managing plan sponsor needs along with strategic participant engagement efforts with business owners and plan managers
• Opportunity to strategically interact with business owners & plan participants both to grow the relationship in a high touch service model.
• While primarily focused on the retirement plan relationship, this role will have the opportunity to evolve plan sponsor client relationship over time, utilizing the firm’s multiple service offerings. Firm provides a number of complimentary services inside and outside of wealth management, including accounting, financial planning, estate planning, proactive tax planning as well as in house tax compliance, family office services, investment banking, technology advisory services and of course holistic wealth management among others.
• Collaborative, collegial culture with excellent opportunity for advancement as the Firm has a track record of developing and promoting top talent.
• The role is open due to strong and consistent organic and inorganic growth.
• Competitive base compensation in the $100,000+range in addition to discretionary profit and performance driven bonuses
• Long term opportunity for partnership and equity ownership.