Retirement Plan Manager

Patriot Growth Insurance Services, LLC; United States; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Parental leave

Job summary

The Olson Group, a division of Patriot Growth Insurance Services, seeks a Retirement Plan Manager to lead daily retirement plan administration and client service. This full-time remote role supports Omaha, NE operations while coordinating with advisors, vendors, and internal teams to ensure compliant, high-quality service for 401(k), 403(b), and related plans.

You will educate participants, monitor performance metrics, and uphold strong client relationships, leveraging CRM systems and regulatory

Qualifications

• 5+ years of experience in retirement plan management, retirement services, or a related field.
• Bachelor's degree in Business, Finance, or a related field.
• Active Nebraska Life & Health Insurance License; Series 6/7; Series 63/65/66 licensing.

Responsibilities

• Lead day-to-day administration and service delivery for retirement plans (401(k), 403(b), 401(a), 457(b), 414(h)).
• Serve as primary contact for retirement plan and wealth clients, providing responsive support.
• Coordinate client meetings, reviews, and ongoing service activities with accurate CRM records.
• Deliver participant education sessions on retirement planning, investment options, and risk.
• Ensure plan compliance by coordinating with vendors, broker/dealers, and internal teams.
• Monitor operational metrics and drive process improvements for client experience.

Skills

Relationship management

CRM experience

Excel

Communication skills

Organizational skills

Problem solving

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance or related field

Tools

Salesforce

Microsoft Office Suite

Job description

Retirement Plan Manager

The Olson Group | Omaha, NE | Remote | Full-Time

Why This Role Matters

As a Retirement Plan Manager, you'll play a central role in helping retirement plan and wealth clients achieve their financial goals while ensuring a seamless service experience. This position combines client relationship management, retirement plan operations, compliance oversight, and strategic coordination to deliver high-quality retirement solutions and support long-term business growth.

You'll partner closely with advisors, clients, vendors, and internal stakeholders to ensure retirement plans are administered accurately and efficiently. Your expertise will help drive operational consistency, strengthen client relationships, and identify opportunities to enhance service offerings across the retirement and wealth platform.

Work Arrangement

This is a full-time remote position reporting to our Omaha, Nebraska office.

How You'll Make an Impact

• Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.
• Serve as the primary point of contact for retirement plan and individual wealth clients, providing responsive, knowledgeable support.
• Coordinate client meetings, reviews, and ongoing service activities while maintaining accurate records and documentation within CRM systems.
• Deliver participant education sessions that help individuals better understand retirement planning, investment options, and risk considerations.
• Ensure plans remain compliant with applicable regulations through effective coordination with vendors, broker/dealers, and internal stakeholders.
• Monitor key operational and client service metrics, using insights to improve processes and enhance the overall client experience.
• Partner with advisors and internal teams to ensure consistent execution, effective communication, and high-quality client outcomes.
• Identify opportunities to strengthen retirement service offerings and support continued business growth.

Who You Are

• A relationship-focused professional who enjoys building trust and serving as a reliable advisor to clients.
• Highly organized with the ability to manage multiple priorities while maintaining attention to detail.
• Comfortable balancing strategic thinking with hands-on execution and day-to-day operational responsibilities.
• Proactive in identifying challenges, solving problems, and improving processes.
• A strong communicator who can explain complex retirement concepts in a clear and approachable manner.
• Collaborative and team-oriented, with the ability to work effectively across multiple stakeholder groups.
• Driven to deliver exceptional service and create positive client experiences.

What You Bring

Day One:

• 5+ years of experience in retirement plan management, retirement services, or a related field.
• Active Nebraska Life & Health Insurance License.
• Series 6 or Series 7 license and Series 63, 65, or 66 licensing.
• Strong knowledge of retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h).
• Experience using CRM platforms, with Salesforce experience preferred.
• Proficiency in Microsoft Office Suite.
• Bachelor's degree in Business, Finance, or a related field.
• Strong communication, organizational, and problem-solving skills.
• Demonstrated ability to manage multiple priorities while maintaining strong client relationships.

Valuable Additions:

• Experience delivering participant education and retirement planning presentations.
• Experience supporting both group retirement plans and individual wealth planning clients.
• Advanced reporting, analytics, or operational performance tracking experience.
• Experience working with broker/dealers, custodians, and retirement plan service providers.
• A track record of identifying and implementing process improvements that enhance client service and operational consistency.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$60,000-$100,000 USD