Retirement Plan Advisory Leader & Business Growth

KENNEBEC VALLEY CHAMBER-CMMRC

Scottsdale (AZ)

Hybrid

USD 80,000 - 120,000

Full time

14 days+
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Benefits offered by this job

401(k) with Safe Harbor match
15 days paid time off annually
Performance incentives

Job summary

J.M. Arbour seeks a Director of Retirement Plan Services to build and maintain retirement plan relationships, focusing on business development and strategic consulting. This role demands strong analytical skills, client advisory capabilities, and experience with employer-sponsored plans. The position supports hybrid work in Scottsdale, Arizona, offering a competitive salary, performance-based incentives, and professional growth opportunities. Ideal candidates should demonstrate a strong commitment to improving retirement outcomes for clients.

Qualifications

  • Experience working with employer-sponsored retirement plans (401(k), 403(b)).
  • Strong understanding of ERISA and fiduciary responsibilities.
  • Proven ability to manage client relationships in a consultative environment.

Responsibilities

  • Identify companies with under-optimized retirement plans.
  • Develop strategic improvement recommendations.
  • Lead ongoing plan oversight and participant engagement.

Skills

Analytical ability
Client advisory capability
Business development
Communication

Education

Bachelor’s degree in Finance, Business, Human Resources, or related field

Tools

Retirement plan benchmarking tools
CRM systems

Job description

J.M. Arbour seeks a Director of Retirement Plan Services to build and maintain retirement plan relationships, focusing on business development and strategic consulting. This role demands strong analytical skills, client advisory capabilities, and experience with employer-sponsored plans. The position supports hybrid work in Scottsdale, Arizona, offering a competitive salary, performance-based incentives, and professional growth opportunities. Ideal candidates should demonstrate a strong commitment to improving retirement outcomes for clients.
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