Retirement Plan Growth Consultant

JKS Financial; Pittsburgh (Allegheny County); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

JKS Financial is expanding its retirement plan practice in Pittsburgh, seeking a seasoned professional to own the full lifecycle of our 401(k)/qualified plan business. This hybrid role covers servicing and retaining existing plans, prospecting and closing new plan business in the business market, and delivering participant-level education and advice.

The candidate will manage fiduciary governance, plan design, and investment menu construction with deep ERISA expertise.

Qualifications

• 7+ years of relevant financial services experience, including 3–5 years specifically in the retirement plan/qualified plan space
• Active licenses: FINRA Series 7 and Series 63 or 66 (must maintain in good standing)
• Working knowledge of ERISA, fiduciary standards (3(21)/3(38)), and DOL/IRS plan compliance requirements
• Demonstrated new business development or sales track record
• Strong presentation skills for both C-suite/plan sponsor and individual participant audiences
• CRM discipline and ability to manage a multi-stage sales pipeline

Responsibilities

• Plan Management & Retention: Serve as primary relationship contact for existing 401(k)/retirement plan clients, including plan sponsors and plan committees
• Conduct plan reviews, fee benchmarking, and investment menu due diligence on a recurring cycle
• Support plan sponsors with fiduciary governance, IPS maintenance, and compliance timelines (Form 5500, ADV, audits)
• Coordinate with recordkeepers, TPAs, and ERISA counsel as needed
• New Business Development: Prospect and market retirement plan services to businesses in target market
• Lead finalist meetings and plan sponsor presentations; manage the RFP/proposal process
• Build and maintain a pipeline of qualified opportunities with regular reporting to firm leadership
• Participant Engagement: Conduct enrollment meetings, one-on-one participant consultations, and group education sessions
• Provide participant-level guidance on contribution rates, investment allocation, and retirement readiness
• Identify rollover, wealth management, and cross-servicing opportunities within the participant base

Job description

JKS Financial is expanding its retirement plan practice in Pittsburgh, seeking a seasoned professional to own the full lifecycle of our 401(k)/qualified plan business. This hybrid role covers servicing and retaining existing plans, prospecting and closing new plan business in the business market, and delivering participant-level education and advice.

The candidate will manage fiduciary governance, plan design, and investment menu construction with deep ERISA expertise.