Senior 401(k) Plan Services Leader — Growth & Equity

iLocatum; Cleveland (OH); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive salary with bonuses

Comprehensive benefits

Professional development opportunities

Mentoring and coaching programs

Job summary

A financial services firm in Cleveland seeks a Manager of 401(k) Retirement Plan Services to lead the 401(k) division while servicing existing clients. This role offers an opportunity to build strong relationships with business owners and participate in the growth of a vital practice. The ideal candidate will have extensive experience in 401(k)/403(b) advisory roles and a deep understanding of fiduciary standards. The firm emphasizes a values-driven culture that rewards performance and offers competitive compensation.

Qualifications

• 3+ years of advisory experience in 401(k)/403(b) plans.
• Designations such as AIF®, CRPS®, QKA®, QPFC® a plus.
• Series 7, 66, and insurance license (or ability to obtain).

Responsibilities

• Lead and grow the 401(k) division while serving existing clients.
• Build relationships with business owners and bring in new clients.
• Guide clients on plan design and fiduciary oversight.

Skills

Hands-on 401(k)/403(b) advisory experience

Clear, confident communication

Proven ability to win business

Knowledge of CEFEX standards

High integrity and strong work ethic

Education

Bachelor’s degree (Finance, Accounting, or related field)

Tools

RPAG or equivalent

Job description

A financial services firm in Cleveland seeks a Manager of 401(k) Retirement Plan Services to lead the 401(k) division while servicing existing clients. This role offers an opportunity to build strong relationships with business owners and participate in the growth of a vital practice. The ideal candidate will have extensive experience in 401(k)/403(b) advisory roles and a deep understanding of fiduciary standards. The firm emphasizes a values-driven culture that rewards performance and offers competitive compensation.