Retirement Plan Growth Lead — Ownership & 401(k) Strategy

GemHarvest Executive Recruiting; Washington, Baltimore (District of Columbia, MD); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Performance-based upside

Marketing resources

Job summary

GemHarvest Executive Recruiting is assisting a growing independent wealth management firm in the Ellicott City/Columbia area, MD, as it seeks an experienced retirement plan professional to own and expand its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans.

The role emphasizes taking ownership of relationships, winning new business, and building scalable sponsor-management processes, with a base salary and performance upside.

Qualifications

• 5+ years of retirement plan experience preferred.
• Strong plan sponsor knowledge.
• Proactive, entrepreneurial, client-facing approach.
• Bachelor’s Degree required.
• Must be within a 45-minute commute to Ellicott City/Columbia, MD.

Responsibilities

• Take ownership of existing retirement plan relationships and grow the practice.
• Pursue new opportunities through clients, firm relationships, and outside leads.
• Connect with prospects, set meetings, present solutions, and close new business.
• Manage ongoing plan sponsor relationships and build scalable processes.

Skills

Retirement plan experience

Plan design knowledge

Client-facing

Entrepreneurial mindset

Relationship management

Education

Bachelor's degree

Job description

GemHarvest Executive Recruiting is assisting a growing independent wealth management firm in the Ellicott City/Columbia area, MD, as it seeks an experienced retirement plan professional to own and expand its retirement plan practice across 401(k), cash balance, and other employer-sponsored plans.

The role emphasizes taking ownership of relationships, winning new business, and building scalable sponsor-management processes, with a base salary and performance upside.