Senior Retirement Plan Manager
A company is looking for a Senior Plan Manager-Retirement to manage corporate bundled plans and enhance client relationships. Key Responsibilities Serve as the primary contact for specific sponsored plans, handling complex and sensitive cases Collaborate with internal teams to ensure plan alignment and contribute to product development Identify plan retention opportunities and support training for new employees Required Qualifications 5+ years of experience in the financial services industry Customer service experience, particularly with sensitive and key clients SPARK/ARPS Certification preferred or to be completed upon hire Bachelor's degree in Business Administration or equivalent preferred
A company is looking for a Senior Plan Manager-Retirement to manage corporate bundled plans and enhance client relationships.
Key Responsibilities
Serve as the primary contact for specific sponsored plans, handling complex and sensitive cases
Collaborate with internal teams to ensure plan alignment and contribute to product development
Identify plan retention opportunities and support training for new employees
Required Qualifications
5+ years of experience in the financial services industry
Customer service experience, particularly with sensitive and key clients
SPARK/ARPS Certification preferred or to be completed upon hire
Bachelor's degree in Business Administration or equivalent preferred
