Retirement Plan Manager (Remote)

Professional Responsibilities

• Serve as the primary point of contact for group retirement and individual wealth planning clients, delivering responsive and high-quality service
• Oversee daily operations for retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h), ensuring accuracy and timeliness
• Cook up client meetings, reviews, and service activities while maintaining organized records and documentation within CRM systems
• Deliver participant education sessions and respond to inquiries related to retirement planning, investments, and risk considerations
• Ensure compliance with applicable regulations and coordinate with vendors, broker/dealers, and internal stakeholders
• Generate reports and track key metrics to monitor client activity, service levels, and operational performance
• Identify opportunities to improve processes, enhance client experience, and expand retirement service offerings

Qualifications And Requirements

• 5+ years of experience in retirement plan management or retirement services
• Active Nebraska Life & Health Insurance License
• Series 6 or Series 7 and Series 63/65/66 licenses required
• Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h)
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Bachelor’s degree in Business, Finance, or a related field
• Strong communication, organizational, and problem-solving skills
• Proven ability to manage multiple priorities while building and maintaining strong client relationships

About Olson, A Division of Patriot Growth Insurance Services

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

About Patriot Growth Insurance Services

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

Pay Range

$70,000 - $90,000 per year depending on experience. A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.