Retirement Services Specialist
About the role
The Retirement Services Specialist serves as a key relationship manager supporting a portfolio of employer-sponsored retirement plans. This role is responsible for coordinating plan operations, ensuring compliance with ERISA/IRS regulatory requirements, and delivering high-quality service to clients and their employees.
Responsibilities
- Manage 25-35 client relationships (AUM $1 - $75 million) within our Retirement Services team. This includes serving as the primary day-to-day employer contact, communicating with a variety of external partners, and assuming ownership for creating and maintaining successful working relationships.
- Overall coordination responsibility for the plan’s operation to ensure work performed is in compliance with governmental and/or plan document requirements, and meets quality standards.
- Lead client investment committee meetings
- Review materials for their client’s meetings and create meeting minutes.
- Create fee benchmarking and Request for Proposals for clients.
- Review the plan design annually
- Develop and lead group and 1:1 education meetings for their clients as well as SVP RM III’s clients.
- Manage and resolve difficult administration and servicing issues; errors, corrections, etc.
- Build and maintain knowledge on vendor products and features, processes and procedures and industry/regulatory changes.
- Manage fund changes for all Retirement Services clients.
- Update client assets in investment analytics databases, pull quarterly fund commentary and update industry trends materials.
- Assist in developing fee and service proposals for all prospects.
Requirements
- Bachelor’s degree in Business, Finance, or related field.
- 5–7 years of retirement services or institutional relationship management experience.
- Strong knowledge of ERISA, IRS regulations, and retirement plan operations.
- Experience managing client relationships and leading meetings.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and presentation abilities.
- Ability to work independently and collaboratively.
Qualifications
- Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
Benefits
- A culture of collaboration, continuous improvement, and shared success.
Who We Are
We are more than just a financial institution—we are a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$77,000 - $108,000 USD
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