Retirement Plan Associate: Relationship Manager (Hybrid)

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 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