Retirement Counselor

The Reserves Network; United States; On-site; USD 80,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Employer retirement contribution/match

Company-paid life, AD&DD, short-term,/

Long-term disability insurance

Employee Assistance Program

Job summary

The Reserves Network seeks a Retirement Counselor to build and manage long-term relationships with retirement plan sponsor clients. This client-facing role combines strategic support with problem-solving and relationship development.

Responsibilities include serving as the primary contact, managing satisfaction and retention, and consulting on plan objectives and governance. Travel about 40% to meet clients and plan participants; strong communication and relationship skills are essential.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 2+ years of experience in asset management, retirement services, financial services, or client service preferred.
• Strong understanding of securities, financial markets, and retirement plans.
• Excellent verbal and written communication skills.
• Strong client-service and relationship-management abilities.

Responsibilities

• Serve as the primary relationship contact for retirement plan sponsor clients.
• Manage client satisfaction, retention, and ongoing relationship needs.
• Support retirement plan design, governance, and compliance initiatives.
• Consult with plan sponsors regarding retirement plan objectives and governance processes.
• Coordinate with recordkeepers, TPAs, and other service providers.
• Oversee plan amendments, implementations, asset transfers, and investment lineup changes.
• Develop and deliver participant education and enrollment initiatives.
• Support annual retirement plan administration and fiduciary requirements.
• Communicate market updates, investment strategies, and plan-related changes to clients.
• Provide fee benchmarking and other information supporting plan sponsor fiduciary responsibilities.
• Collaborate with internal teams and external partners to ensure seamless plan servicing.

Skills

Relationship management

Asset management

Retirement services

Financial services

Securities knowledge

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Our client is seeking a Retirement Counselor to build and manage long-term relationships with retirement plan sponsor clients. This is a client-facing opportunity for someone with experience in retirement services, asset management, financial services, or relationship management who enjoys combining strategic client support with problem-solving and relationship development.

What You’ll Do

• Serve as the primary relationship contact for retirement plan sponsor clients.
• Manage client satisfaction, retention, and ongoing relationship needs.
• Support retirement plan design, governance, and compliance initiatives.
• Consult with plan sponsors regarding retirement plan objectives and governance processes.
• Coordinate with recordkeepers, TPAs, and other service providers.
• Oversee plan amendments, implementations, asset transfers, and investment lineup changes.
• Develop and deliver participant education and enrollment initiatives.
• Support annual retirement plan administration and fiduciary requirements.
• Communicate market updates, investment strategies, and plan-related changes to clients.
• Provide fee benchmarking and other information supporting plan sponsor fiduciary responsibilities.
• Collaborate with internal teams and external partners to ensure seamless plan servicing.
• Travel approximately 40% to meet with clients and plan participants.

Qualifications & Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• 2+ years of experience in asset management, retirement services, financial services, or client service preferred.
• Strong understanding of securities, financial markets, and retirement plans.
• Excellent verbal and written communication skills.
• Strong client-service and relationship-management abilities.
• Analytical, organized, detail-oriented, and proactive approach to problem-solving.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office.
• Willingness to travel approximately 40%.
• Ability to obtain required securities licenses/registrations or currently hold applicable licenses/designations.
• Must understand and maintain the role’s restrictions regarding providing investment advice or recommendations.
• $80,000–$240,000 base salary, depending on experience + bonus
• Medical, dental, and vision coverage with company-paid premiums
• Employer retirement contribution/match
• Company-paid life, AD&DD, short-term, and long-term disability insurance
• Employee Assistance Program and wellness resources
• Healthcare concierge support
• Employee discounts and additional perks
• Professional development and career growth opportunities
• Monday–Friday, 8:00 AM–5:00 PM