Director of Retirement Plan Services

What It Means to Work for Prosperity

You will have the flexibility to manage your days in support of our commitment to work/life balance.
We will join a culture that has received multiple top “Places to Work” awards.
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.
We understand that embracing our differences is what unites us as a team and strengthens our foundation.
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

What Work You Will Be Responsible For

• Define and execute the strategic vision and growth plan for Retirement Plan Services
• Drive new business development, including sourcing, presenting, and closing retirement plan opportunities
• Serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations
• Lead complex client engagements, including 401(k), defined benefit, and cash balance plans
• Partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships
• Lead and develop the Retirement Plan Services team, establishing clear accountability and performance standards
• Design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support
• Oversee relationships with recordkeepers, TPAs, and external partners to ensure consistent service

Basic Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 10+ years of experience in retirement plan advisory, consulting, or administration with deep expertise across 401(k), defined contribution, defined benefit, and cash balance plans.

Preferred/Desired Qualifications

• Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks
• Proven leadership experience managing and developing teams
• Demonstrated success in business development, including closing new client relationships
• Relevant professional designations (e.g., AIF®, QKA®, CFP®)
• Experience working within or alongside a CPA or professional services firm
• Experience building or scaling a retirement plan services practice
• Familiarity with retirement plan platforms and reporting systems

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, employing approximately 450 partners and 4,500 employees worldwide. We combine responsiveness with a long-range perspective to help clients address today’s pressing issues and position them for future success. Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. We also collaborate with attorneys, financial professionals, bankers, and investors who serve these clients. EisnerAmper is proud to be a merit-based employer. We do not discriminate based on veteran or disability or any protected characteristics under federal, state, or local law. If you require any accommodations to complete your application, please contact: talentacquisition@eisneramper.com