Retirement Plan Associate: Client Relations & Growth

SFP Wealth; Needham (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with profit sharing

PTO and holidays

Parental leave

Disability coverage

Hybrid work Fridays

Job summary

SFP Wealth in Needham, MA is seeking a motivated Retirement Plan Associate Relationship Manager to support oversight and management of employer-sponsored retirement plans, including 401(k), 403(b), and 457. You will work with senior Relationship Managers to learn fiduciary duties and develop client relationships.

In this hybrid role, you’ll assist with plan reviews, participant education, sponsor communications, and cross-team coordination.

Qualifications

• At least 1–2 years of professional experience in financial services, wealth management, or retirement plan services.
• FINRA Series 6 license and/or a retirement plan designation is a plus but not required.
• Proficiency with Microsoft Office; familiarity with Salesforce, RPAG, Adobe, and OneDrive is a plus.

Responsibilities

• Partner with Retirement Plan Relationship Managers to support ongoing management and oversight of employer-sponsored retirement plans.
• Own and track follow-through on plan priorities and action items for sponsors and participants.
• Manage plan workflows within Salesforce and RPAG to keep client/plan data accurate.

Skills

Organizational skills

Communication skills

Interpersonal skills

Curiosity/learning

Tools

Salesforce

RPAG

Adobe

OneDrive

Microsoft Office

Job description

SFP Wealth in Needham, MA is seeking a motivated Retirement Plan Associate Relationship Manager to support oversight and management of employer-sponsored retirement plans, including 401(k), 403(b), and 457. You will work with senior Relationship Managers to learn fiduciary duties and develop client relationships.

In this hybrid role, you’ll assist with plan reviews, participant education, sponsor communications, and cross-team coordination.