Retirement Plan Specialist

Job Summary

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.

Essential Job Functions

• Service Plan Execution:
  • Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.
  • Prepare Fiduciary Plan (Design) Review for meetings and delivery.
  • Prepare Provider Review for meetings and delivery.
• Advisor Support:
  • Plan design and proposal preparation.
  • Facilitate and navigate plan changes, including plan design, fund changes, etc.
  • Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.
  • Transitioning clients – collaborate with advisors to ensure a seamless transition process.
• Client Support:
  • Answer inquiries regarding the plan from plan administrators/sponsors and participants.
  • Ensure strong client satisfaction and retention from plan administrators/sponsors.
• Provider Collaboration:
  • Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

Knowledge, Skills, and Abilities

• Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related).
• Experience: Minimum 3 years of financial industry related experience.
• Experience with interacting with individuals at all income levels in a professional and confidential manner.
• Certifications: Notary designation a plus.
• Job Skills: Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion; excellent verbal, written, analytical, and organization skills; technical and analytical training and ability to multi-task and manage multiple projects at once; ability to simplify complex issues and communicate them to advisors and clients clearly and concisely; results-oriented individual with proven ability to thrive in a fast-paced environment; high attention to detail and the ability to see things through from concept to implementation; proficiency with RPAG, Salesforce and MS Office Suite; flexible, reliable, trustworthy, and confidential with all matters.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Pay

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$31 - $36 USD

Application Deadline

The initial deadline for applications is 6/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.