Retirement Plan Associate Relationship Manager

SFP Wealth; Wellesley (MA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with profit sharing

Robust PTO

Paid holidays

Parental leave

Disability coverage

Hybrid work environment

Job summary

SFP Wealth is seeking a Retirement Plan Associate Relationship Manager to assist senior managers in overseeing employer-sponsored retirement plans, including 401(k), 403(b), and 457. You will help with annual reviews, fiduciary duties, investment oversight, and participant education, building skills to grow into a Relationship Manager role.

The role emphasizes supporting plan sponsors, coordinating onboarding, and maintaining accurate plan documentation within a collaborative Retirement Planning

Qualifications

• 1-2 years of professional experience in financial services or related field.
• Experience with qualified retirement plans (401(k), 403(b), 457) is a plus.
• FINRA Series 6 license and/or retirement plan designation is a plus but not required.
• Proficiency with Microsoft Office; familiarity with Salesforce, RPAG, Adobe, and OneDrive helps.

Responsibilities

• Support ongoing management and oversight of employer-sponsored retirement plans, including annual reviews and participant education.
• Own and track plan priorities, ensuring commitments to sponsors and participants are met.
• Maintain plan workflows within Salesforce and RPAG, keeping client and plan data accurate.
• Prepare and upload plan materials (meeting minutes, FIRs, recordkeeper reviews, compliance docs).
• Assist with onboarding new clients and plans, coordinating with internal teams and PRC for billing/implementation.
• Support compliance updates, regulatory changes, RFPs, plan transitions, and client initiatives with presentations and records.
• Oversee 3(38) investment lineups, including semi-annual updates and batch reporting.
• Collaborate with Relationship Managers to review plans, identify priorities, and execute client strategies.
• Develop and enhance participant education resources, including Venrollment videos, as plans evolve.
• Develop understanding of retirement plan operations and fiduciary responsibilities.

Skills

Organizational skills

Communication skills

Team collaboration

Problem solving

Education

FINRA Series 6 license or retirement plan designation (optional)

Tools

Salesforce

RPAG

Adobe

OneDrive

Job description

SFP Wealth is looking for a motivated and detail-oriented Retirement Plan Associate Relationship Manager to join our team. In this role, you’ll work closely with our senior Retirement Plan Relationship Managers to support the oversight, management, and ongoing success of employer-sponsored retirement plans, including 401(k), 403(b), 457, and other qualified retirement plans. You’ll gain exposure to the full scope of plan management, including annual plan reviews, fiduciary and governance responsibilities, investment oversight, client and participant education, proactive plan sponsor communication, and coordinating the many moving parts that keep a retirement plan operating effectively. This role is designed for someone who wants to build a career in retirement plan management and client relationships, with the opportunity to develop the knowledge, judgment, and relationship-management skills needed to grow into a Retirement Plan Relationship Manager.

• Partner with Retirement Plan Relationship Managers to support the ongoing management and oversight of employer-sponsored retirement plans, including annual reviews, participant education, proactive outreach, and plan sponsor relationship management.
• Own and track follow-through on plan priorities and action items, ensuring commitments to plan sponsors and participants are executed accurately and on time.
• Manage and maintain plan workflows within Salesforce (SF), our customer relationship management (CRM) system, and RPAG, a comprehensive retirement plan platform, ensuring client and plan information is accurate, organized, and up to date.
• Prepare, organize, and upload key plan materials, including meeting minutes, Fiduciary Investment Reviews (FIRs), recordkeeper reviews, compliance materials, and other documentation that supports effective plan management and client communication.
• Assist with new client and plan onboarding, coordinating with internal teams and the Pension Resource Center (PRC) to support billing and implementation processes.
• Support Relationship Managers with compliance updates, regulatory changes, requests for proposals (RFPs), plan transitions, and other client initiatives, including preparing presentations and maintaining accurate records.
• Assist with the ongoing oversight and maintenance of 3(38) investment lineups, including semi-annual updates, batch reporting, and coordination of related plan communications and documentation.
• Collaborate closely with Relationship Managers and other members of the Retirement Planning team to review plans, identify priorities, address issues, and support the execution of client strategies.
• Develop, maintain, and enhance participant education resources, including Venrollment videos and other materials, ensuring content remains accurate as plan provisions and strategies evolve.
• Develop a strong understanding of retirement plan operations, fiduciary responsibilities, industry practices, and the factors that contribute to successful plan outcomes.

Qualifications & Skills

• At least 1-2 years of professional experience, preferably in financial services, wealth management, retirement plan services, employee benefits, or a related field.
• Experience with Qualified Retirement Plans is strongly preferred; experience with 401(k), 403(b), 457, or other employer-sponsored retirement plans is a plus.
• Strong candidates with transferable experience and a demonstrated ability to learn the retirement plan industry are encouraged to apply.
• 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.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and follow projects through to completion.
• Strong communication and interpersonal skills, with the ability to interact professionally with plan sponsors, participants, and internal team members.
• Demonstrated curiosity and willingness to learn, with an interest in developing expertise in retirement plan management, fiduciary principles, and client relationships.
• A collaborative, team-oriented approach and a desire to take on increasing responsibility as knowledge and experience grow.

Salary Range: $75,000–$95,000 annually, based on experience, qualifications, and demonstrated capabilities.

SFP Wealth offers a competitive benefits package, including:

• Medical, dental, and vision insurance
• 401(k) plan with profit sharing
• Robust PTO
• Paid holidays
• Parental leave
• Short- and long-term disability coverage
• Summer hours, including Flex Fridays
• Professional development and continuing education
• Opportunity for career advancement

Firm Overview & Culture

SFP Wealth. located in Needham MA, provides comprehensive financial planning, investment advisory, business planning, retirement plan consulting, and insurance solutions through a collaborative team of experienced professionals. Our client-focused values and commitment to doing what is right for our clients are at the heart of everything we do. We believe in continuous learning, collaboration, professional development, and giving back to our community. Our team-oriented culture provides opportunities for experiential learning, meaningful contributions, and continued growth.

Benefits & Compensation

Compensation is based on experience, qualifications, and demonstrated capabilities. SFP Wealth recognizes and rewards strong performance with increasing responsibility, professional development, and opportunities for advancement. The firm fully covers required licensing and continuing education expenses, reflecting our commitment to investing in our employees’ professional growth. We offer flexible work hours and remote Fridays as part of our hybrid work environment. If you’re looking for a collaborative environment where you can learn, contribute, build meaningful client relationships, and grow a career in retirement plan management, we’d love to meet you.