Retirement Plan Consultant - DCIO

Crawford Thomas Recruiting; Melville (NY); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical benefits

PTO

401(k) match

Profit sharing

Group life insurance

Disability insurance

Certification support

Ongoing training

Job summary

Crawford Thomas Recruiting is seeking an experienced Relationship Manager to support and grow retirement plan business. You will advise plan sponsors, educate participants, and collaborate with advisors, TPAs, and custodians to deliver exceptional service.

The role emphasizes relationship-building, plan implementations, and business development with strong earning potential through base salary plus commission and profit sharing.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years of retirement plan consulting, retirement services, DCIO, or institutional sales.
• Series 65 license (or ability to obtain within 90 days).
• Strong knowledge of 401(k) and 403(b) retirement plans and fiduciary standards.
• Experience presenting to clients, conducting participant education, and managing long-term relationships.

Responsibilities

• Serve as the primary relationship manager for retirement plan clients.
• Build long-term relationships with plan sponsors and deliver exceptional client service.
• Coordinate with advisors, TPAs, recordkeepers, payroll providers, and custodians to resolve questions.
• Lead plan implementations, onboarding, IPS input, and enrollment campaigns.
• Identify opportunities to grow existing relationships and generate new business.

Skills

Relationship management

Communication

Presentation

Multitasking

Series 65

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Job description

Compensation: $95,000–$105,000+ Base Salary (DOE) + Commission

Industry: Retirement Plans | Wealth Management | Financial Services

About The Opportunity

Our client is seeking an experienced Relationship Manager to support and grow its retirement plan business.

This role is ideal for a relationship-focused financial professional who enjoys advising plan sponsors, educating participants, and helping businesses maximize the value of their retirement programs. You'll serve as the primary point of contact for clients while partnering with advisors, recordkeepers, TPAs, and other financial professionals to deliver exceptional service and identify new business opportunities.

What You'll Do Client Relationship Management

• Serve as the primary relationship manager for retirement plan clients
• Build long-term relationships with plan sponsors and deliver exceptional client service
• Resolve client questions and coordinate with advisors, TPAs, recordkeepers, payroll providers, and custodians
• Ensure a high level of client satisfaction and ongoing account retention

Plan Implementation & Participant Support

• Coordinate new retirement plan implementations and plan conversions
• Manage onboarding timelines, documentation, and investment setup
• Assist with Investment Policy Statements (IPS) and investment lineups
• Conduct onboarding meetings with plan sponsors and stakeholders
• Lead participant education meetings and enrollment campaigns to improve engagement and participation

Business Development

• Identify opportunities to grow existing retirement plan relationships
• Generate new business through referrals and networking
• Build relationships with CPAs, attorneys, payroll providers, and business owners
• Assist with proposals, presentations, and finalist meetings
• Support marketing initiatives and maintain an active CRM pipeline

Wealth Management Referrals

• Identify participants who may benefit from financial planning services
• Schedule discovery meetings and generate qualified referral opportunities
• Help expand assets under management through consultative relationship building

What You'll Bring

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• 5+ years of experience in retirement plan consulting, retirement services, DCIO, or institutional sales
• Series 65 license (or ability to obtain within 90 days)
• Strong knowledge of:
• 401(k) and 403(b) retirement plans
• Fiduciary standards
• Investment analysis
• Experience presenting to clients, conducting participant education, and managing long-term relationships
• Excellent communication, presentation, and relationship-building skills
• Strong organizational skills with the ability to manage multiple client relationships simultaneously
• $95,000–$105,000+ Base Salary (DOE)
• Competitive commission on new business
• Medical benefits
• Paid Time Off (PTO)
• 401(k) with employer match (up to 2% after one year)
• Annual profit sharing
• Group Life Insurance
• Short- & Long-Term Disability Insurance
• Professional certification support
• Ongoing training and career development

Why Join?

• Relationship-Focused Role: Become a trusted advisor to retirement plan sponsors and participants
• Growth Opportunity: Expand existing client relationships while developing new business opportunities
• Strong Earning Potential: Competitive base salary plus commission and profit-sharing opportunities
• Professional Development: Support for licensing, certifications, and continued career growth
• Collaborative Environment: Work alongside experienced financial professionals committed to delivering exceptional client service
• Meaningful Impact: Help employers and employees achieve long-term retirement success through education, planning, and trusted guidance

If you're an experienced retirement plan professional who enjoys building relationships, educating clients, and growing retirement plan assets, we'd like to hear from you.