Manager of 401K Plan Administration and Implementation

u003cdivu003eThis 401(k) Prosperity? division is seeking a driven, strategic, and entrepreneurial leader to become our Manager of 401(k) Retirement Plan Services. You’ll play a dual role—helping serve our current clients while building the future of our retirement plan practice by helping develop new client relationships.u003c/divu003eu003cdivu003eu003cbru003eThis isn’t a career for someone looking to coast. It’s for the doers—the ones who want to grow something real, earn meaningful equity in their success, and shape a business they can be proud of.u003c/divu003eu003cdivu003eu003cbru003eYou’ll enjoy competitive compensation, gain-sharing, and origination bonuses. More importantly, you’ll have the autonomy and support to build a thriving department—alongside a passionate team that believes in doing what’s right, not what’s easy.u003c/divu003eu003cdivu003eu003cbru003eu003cspan style= 'text-decoration: underline; 'u003eu003cstrongu003eWhere We Worku003c/strongu003eu003c/spanu003eu003c/divu003eu003cdivu003eu003cbru003eWe proudly serve high-net-worth families and business owners across Northeast Ohio and nationwide. Based in Cleveland—“the rock capital of the world”—our firm has deep roots in the community and a progressive culture that supports growth, family, community service, and lifelong learning.u003cbru003eu003cbru003eu003c/divu003eu003cdivu003eu003cbru003eu003cspan style= 'text-decoration: underline; 'u003eu003cstrongu003eHow You’ll Contributeu003c/strongu003eu003c/spanu003eu003c/divu003eu003cdivu003eu003cbru003e Lead and grow our 401(k) division while actively serving a select group of existing plan sponsor clients.u003cbru003e Build strong relationships with business owners and decision-makers—and bring in new plan clients.u003cbru003e Guide clients on plan design, fiduciary oversight, investment selection, participant engagement compliance, and governance.u003cbru003e Conduct periodic client reviews, communicate evolving ERISA and DOL regulations, and deliveru003cbru003eactionable insights.u003cbru003e Collaborate with leadership on strategy, business development, operational efficiency, and branding.u003cbru003e Maintain your industry certifications and our firm’s CEFEX? certification.u003cbru003e Manage RFPs and plan benchmarking as needed.u003cbru003e Help create a culture of excellence and accountability in retirement plan consulting.u003c/divu003eu003cdivu003eu003cbru003eu003cspan style= 'text-decoration: underline; 'u003eu003cstrongu003eWhat You Bring to the Tableu003c/strongu003eu003c/spanu003eu003c/divu003eu003cdivu003eu003cbru003e Bachelor’s degree (Finance, Accounting, or related field)u003cbru003e 3+ years of hands-on 401(k)/403(b) advisory experienceu003cbru003e Designations such as AIF?, CRPS?, QKA?, QPFC? a plusu003cbru003e Series 7, 66, and insurance license (or ability to obtain shortly after hire)u003cbru003e Bonus: CFP?, CPA, or advanced tax credentialsu003c/divu003eu003cdivu003eu0026 Deep understanding of plan design, fiduciary standards, and retirement plan operationsu003cbru003e Knowledge of CEFEX standardsu003cbru003e Understanding industry tools such as RPAG or equivalentu003cbru003e Proven ability to win business and build client relationshipsu003cbru003e Clear, confident communication—written and verbalu003cbru003e High integrity, strong work ethic, and team-first mentalityu003cbru003e Active involvement in your professional and local communitiesu003c/divu003eu003cdivu003eu0026 u003c/divu003eu003cdivu003eu003cspan style= 'text-decoration: underline; 'u003eu003cstrongu003eWhat We Offeru003c/strongu003eu003c/spanu003eu003c/divu003eu003cdivu003eu003cbru003e Competitive salary based on experience with incentive-based organization bonuses and gain-sharingu003cbru003e Comprehensive benefits: healthcare, retirement, and paid educationu003cbru003e One-on-one mentoring, professional development, and external coachingu003cbru003e Opportunity to lead and build something meaningfulu003cbru003e A values-driven culture that rewards performance, celebrates success, and balances work with lifeu003cbru003e 30+ years of stability, client trust, and continuous improvementu003c/divu003e ', 'location ': 'Cleveland, OH ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'notspecified ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'OH126-2751482

Created: 2026-01-22