Manager of 401K Plan Administration and Implementation

This 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.This 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. You’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. Where We Work We 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. How You’ll Contribute Lead and grow our 401(k) division while actively serving a select group of existing plan sponsor clients. Build strong relationships with business owners and decision-makers—and bring in new plan clients. Guide clients on plan design, fiduciary oversight, investment selection, participant engagement compliance, and governance. Conduct periodic client reviews, communicate evolving ERISA and DOL regulations, and deliveractionable insights. Collaborate with leadership on strategy, business development, operational efficiency, and branding. Maintain your industry certifications and our firm’s CEFEX? certification. Manage RFPs and plan benchmarking as needed. Help create a culture of excellence and accountability in retirement plan consulting. What You Bring to the Table Bachelor’s degree (Finance, Accounting, or related field) 3+ years of hands-on 401(k)/403(b) advisory experience Designations such as AIF?, CRPS?, QKA?, QPFC? a plus Series 7, 66, and insurance license (or ability to obtain shortly after hire) Bonus: CFP?, CPA, or advanced tax credentials Deep understanding of plan design, fiduciary standards, and retirement plan operations Knowledge of CEFEX standards Understanding industry tools such as RPAG or equivalent Proven ability to win business and build client relationships Clear, confident communication—written and verbal High integrity, strong work ethic, and team-first mentality Active involvement in your professional and local communities What We Offer Competitive salary based on experience with incentive-based organization bonuses and gain-sharing Comprehensive benefits: healthcare, retirement, and paid education One-on-one mentoring, professional development, and external coaching Opportunity to lead and build something meaningful A values-driven culture that rewards performance, celebrates success, and balances work with life 30+ years of stability, client trust, and continuous improvement

Created: 2026-02-06