Retirement Plan Services Manager

Responsibilities

• Manage HTK’s retirement plan platforms, including web applications and billing support
• Stay updated on regulatory compliance related to retirement plans, particularly ERISA
• Engage with financial professionals to align their practices with HTK’s offerings
• Organize quarterly business review meetings with retirement plan providers
• Conduct due diligence on approved providers and their responses to HTK's questionnaires

Qualifications

• Bachelor's Degree in Business, Finance or related discipline required
• 5-7 years of financial services experience, preferably as a retirement plan specialist/consultant
• Strong knowledge of qualified plan industry and ERISA regulations
• Detailed understanding of various investment products such as mutual funds, ETFs, and alternative investments
• Prioritizeable proven ability to build cross-organizational relationships

Benefits

• Flexible, hybrid work model to balance personal and professional life
• Opportunity to lead and develop a training program for financial professionals
• Engage in strategic meetings with senior stakeholders across the organization
• Participation in industry conferences and regional summits for professional development
• Collaboration with Compliance and Legal teams for ongoing updates

Pay

$115,000 – $130,000 annually

Schedule

Remote - US based candidates only, no visa sponsorship available