Plan Manager-Tax Exempt Retirement

Overview

This role serves as the primary point of contact for assigned sponsored retirement plans in a Tax Exempt TPA Services Representative position. You will help clients achieve their goals through exceptional service and relationship management. The position involves collaborating with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED.
• 3+ years of experience within the financial services industry.
• Demonstrated customer service experience and strong client support skills.
• OMNI experience.

Preferred Qualifications

• Bachelor’s degree.
• SPARK certification or similar industry certification.

Compensation & Benefits

Annual base salary range: $57,000 - $72,000 USD

In addition to base salary, incentive opportunities may be available (e.g., annual cash incentives, sales incentives, and/or long-term incentives) based on role achievement of annual performance objectives.

Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level, and will be finalized at the time of offer. Salaries for part-time roles will be prorated based on the agreed upon number of hours to be regularly worked.

Benefits include:

• Health, dental, vision and life insurance plans
• 401(k) Savings plan with generous company matching contributions (up to 6%)
• Employer-paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off: 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day
• Paid volunteer time: 40 hours per calendar year

Location

Compensation information applies to candidates hired to perform work within one of the location(s) listed in the original posting.