Retirement Plan Consulting, Senior Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Plan Consulting, Senior Manager based in the United States.

This role serves as a senior subject matter expert in retirement plan consulting, supporting advisors, clients, and internal teams with sophisticated technical guidance. You will provide expertise across qualified retirement plans, ERISA requirements, fiduciary governance, plan design, and regulatory compliance. The position combines client advisory work with strategic projects, thought leadership, prospect support, and team-level initiatives. You will translate complex retirement and regulatory topics into clear, practical recommendations for audiences at all levels. The role also offers opportunities to influence plan design decisions through benchmarking, cost analysis, and peer comparisons. You will collaborate with auditors, ERISA counsel, actuaries, advisors, and other industry professionals to deliver high-quality client outcomes. This is a remote opportunity suited to an experienced retirement professional who values expertise, collaboration, and continuous improvement.

Accountabilities: Serve as a senior subject matter expert for retirement plan consulting, providing oversight, guidance, and strategic support across technical and regulatory matters, fiduciary education, plan design, benchmarking, prospect support, onboarding, IRS correction programs, and specialized consulting projects.

Provide ERISA expertise and technical guidance to financial advisors, clients, and internal stakeholders on qualified retirement plan matters.

Advise clients on plan design, including cost and impact analysis, benchmarking, and peer-to-peer comparisons to support informed decision-making.

Support prospective clients and advisors with retirement plan design analysis and consulting recommendations.

Develop and deliver fiduciary training for plan committees, helping clients understand their responsibilities and governance obligations.

Present complex technical and regulatory information clearly to audiences with varying levels of expertise.

Monitor regulatory developments and keep internal and external stakeholders informed of relevant retirement plan requirements and industry changes.

Develop and maintain retirement consulting resources, including intranet content, SharePoint materials, templates, and client deliverables.

Build and maintain strong working relationships with plan auditors, ERISA counsel, actuarial providers, and other external partners.

Contribute to strategic initiatives and projects at both the retirement consulting team and broader organizational level.

Requirements

Bachelor’s degree in Business Administration, Finance, Economics, Accounting, or a related field, or equivalent relevant work experience.

12+ years of relevant experience within the retirement plan industry.

Strong knowledge of ERISA guidelines, retirement plan regulations, and qualified plan requirements.

Demonstrated experience with defined contribution plans, particularly 401(k) and 403(b) plans.

Experience in retirement plan administration or compliance, ideally with a recordkeeper, third-party administrator, or similar organization.

Strong understanding of plan design, fiduciary governance, regulatory compliance, and retirement plan consulting practices.

Excellent written, verbal, and presentation skills, with the ability to communicate complex concepts in a concise and accessible manner.

Strong organizational and project management skills, with the ability to manage multiple priorities and deliver high-quality work.

Detail-oriented, analytical, and proactive approach to identifying issues and developing practical solutions.

Strong relationship-building and collaboration skills, with the ability to work effectively with clients, advisors, attorneys, auditors, and other stakeholders.

High level of integrity, objectivity, accountability, and commitment to client service.

Proficiency with Microsoft Office, particularly Excel and PowerPoint.

Industry certifications or professional designations such as QPA, QKA, or CEBS are preferred.

Benefits

Competitive salary range of $130,000–$200,000 , depending on location and experience.

Company discretionary bonus opportunity.

Health, dental, and vision coverage.

Employer 401(k) plan with company matching contributions.

Health Savings Accounts and Flexible Spending Accounts.

Voluntary supplemental benefit plans, subject to applicable plan terms.

Company-paid life insurance and short- and long-term disability coverage, subject to applicable waiting periods.

Paid time off or paid sick leave.

Fully remote work arrangement.

Collaborative culture focused on high standards, professional development, and long-term career growth.

Opportunities to participate in strategic projects, industry thought leadership, and community-focused initiatives.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1