Retirement Plan Account Manager

Job Description

Job Description

Description:

Are you ready to make a significant impact by combining your skills and passion with a team that values your contributions and invests in your growth? At Wilshire Benefits Group, we’re seeking a dynamic, driven, and proactive Retirement Plan Account Manager to join us on our mission to deliver exceptional service and support to our valued clients. As a key member of the Retirement Planning team, you will play a strategic role in expanding our retirement services, growing the book of business and plan participation, and providing expert financial guidance. Your proactive approach and problem-solving abilities will help us exceed expectations and make a meaningful impact every day.

Your duties will include:

• Collaboration: Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork; Partner with other departments and outside channel partners to align with company growth targets
• Client Engagement: Coordinate and prepare for client reviews, manage enrollments, and support compliance testing and government filings.
• Employee Support: Provide clear guidance on 401(k) loans and transfers, lead educational sessions, and conduct one-on-one meetings.
• Plan Management: Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes
• Wealth Management: Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products.
• Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service.
• Data Integrity: Gather, audit, and maintain accurate reports and documents.
• Communication Excellence: Create and refine materials to ensure clarity and compliance.
• Special Projects: Take on projects, demonstrating flexibility and commitment to team goals.

Our successful candidate will bring the following skills, abilities, and experience to this exciting role:

• Stellar organizational and prioritizing skills
• Top-notch verbal, written, and interpersonal communication abilities
• Engaging presentation skills with the ability to address and present complex financial information clearly and professionally.
• Talent for building strong relationships with clients and vendors
• Self-starter attitude with flexibility to meet client needs
• Proactive in seeking and implementing improvements
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Commitment to maintaining confidentiality with demonstrated moral and ethical standards
• Series 6 & 63 qualified (or willing to achieve within a year)
• Experience in administering retirement plans and annual plan reviews for Plan Sponsors helpful
• At least 2 years of financial or Qualified Retirement Plan experience preferred
• Familiarity with Northwestern Mutual systems and platforms a plus

At Wilshire Benefits Group, we celebrate partnerships, encourage growth, and inspire creativity. We offer a robust and competitive benefits package and an award-winning work environment. Ready to join the team and become a contributor to our intentionally-different approach? Apply now!