Director of Company Retirement Plans
Lead Client Relationships & Delivery
Serve as a senior relationship lead for retirement plan clients.
Provide consultative guidance to plan sponsors and committees.
Ensure a consistent, high-touch fiduciary experience.
Lead & Develop a High-Performing Team
Manage and coach a team of retirement plan professionals.
Foster a collaborative, service-oriented, and accountable culture.
Support team development and continuity over time.
Oversee Operations & Platform
Manage key vendor and recordkeeper relationships.
Ensure strong governance, compliance, and operational execution.
Help maintain and evolve the platform in line with client needs.
Contribute to Business Development
Participate in client and prospect conversations alongside internal partners.
Bring a broad perspective to presentations and relationship discussions.
Identify opportunities to deepen existing relationships and pursue new ones where it aligns with client needs.
Experience & Background
- 10+ years in retirement plan services.
- Broad experience across client service, plan design, and business development.
- Demonstrated leadership experience, including managing and developing teams.
- Strong understanding of ERISA and fiduciary best practices.
- Effective and well-developed interpersonal skills to work with a variety of prospects, clients, and other team members.
- Effective communication skills, verbal and written, to communicate within the Division and with prospects and clients.
- Working knowledge of portfolio management principles and how the markets operate.
- Working knowledge of financial planning.
- Ability to partner effectively with internal teams, particularly commercial banking.
- Comfortable representing the business in client-facing situations.