Senior Retirement Plan Advisor

Senior Retirement Advisor

Are you passionate about helping organizations and individuals achieve financial security and success? As a Senior Retirement Advisor, you'll be at the forefront of managing institutional accounts, fostering meaningful relationships, and delivering exceptional results in retirement and investment management. This is your chance to make a significant impact while driving your career forward.

What's in it for you?

• Professional Growth: Opportunity to manage large, complex client relationships within a significant portfolio.
• Leadership Development: Hone your skills in team leadership, client relationship management, and strategic planning.
• Community Impact: Represent a trusted organization in the community while helping clients achieve their retirement and investment goals.
• Supportive Environment: Join a team that values collaboration, teamwork, and ongoing learning.

This role will be responsible for:

• Managing all aspects of a large institutional client portfolio, including investment management and plan administration.
• Building and maintaining strong relationships with clients through effective communication, client entertainment, and proactive engagement.
• Ensuring the smooth implementation of department initiatives and strategic projects.
• Overseeing investment activities and ensuring compliance with ERISA regulations and industry standards.
• Leading meetings and providing employee education to enhance retirement plan engagement and outcomes.
• Driving business development through participation in ongoing sales efforts and cultivating new client relationships.

Expectations will include:

• Successfully managing complex client accounts and delivering high-quality customer service.
• Facilitating and leading meetings to align with client objectives and goals.
• Offering strategic oversight on investment allocations and retirement plan administration.
• Representing the organization professionally in the community while adhering to confidentiality standards.
• Establishing effective work processes for team members and fostering a culture of collaboration and high performance.

A qualified candidate will possess the following:

• Education & Experience: Bachelor’s degree and 5 years of experience in retirement plan management, including participant accounting, investments, and employee education.
• Skills & Knowledge: Strong understanding of industry regulations and trends, exceptional problem-solving skills, and high attention to detail.
• Communication: Excellent verbal and written communication skills to engage effectively with clients.
• Certifications: Industry-specific designations in retirement management are a plus.
• Leadership Abilities: Proven capability to guide and support team members while delivering exceptional results.

Compensation: Compensation will include a base and potential bonus with all-in compensation landing somewhere between $100k and $150k annually

Benefits: Full

Desired Location: Tulsa or Oklahoma City. This will be an "in the office" position.

This is more than a job - it's an opportunity to lead, grow, and make a difference. Are you ready to elevate your career and become a trusted partner in retirement and investment management?

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Senior Retirement Plan Advisor job.