Senior Director, Retirement Plans & Client Growth

Windward Recruiting; Madison (WI); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company contributions

Profit sharing

Paid time off

Parental leave

Professional development opportunities

Wellness initiatives

Job summary

Windward Recruiting is seeking a Director of Retirement Plans to lead an established retirement plan platform within a growing wealth management organization in Wisconsin. You will guide client relationships, oversee plan design, and drive service excellence for commercial clients and prospects.

The ideal candidate brings 10+ years in retirement plan services, deep ERISA knowledge, and proven leadership. You will develop teams, collaborate with banking and private wealth colleagues, and elevate

Qualifications

• Bachelor's degree in business, finance, or a related field.
• 10+ years of experience within retirement plan services, wealth management, or institutional consulting.
• Demonstrated leadership experience, including coaching, managing, and developing teams.
• Broad experience across retirement plan consulting, client service, plan design, and relationship management.
• Strong understanding of ERISA regulations, fiduciary responsibilities, and retirement plan best practices.
• Excellent verbal and written communication skills with the ability to present complex concepts clearly and confidently.

Responsibilities

• Serve as a senior relationship lead for retirement plan clients, providing consultative guidance to plan sponsors and investment committees.
• Deliver a consistent, high-touch fiduciary experience while supporting clients in achieving their long-term retirement plan objectives.
• Partner closely with both banking and private wealth teams to support the delivery of retirement plan solutions and strengthen existing referral relationships.
• Participate in client and prospect conversations alongside internal partners, providing subject matter expertise and strategic insight.
• Identify opportunities to deepen existing client relationships and expand services where aligned with client needs and organizational objectives.
• Lead, coach, and develop a team of retirement plan professionals, fostering a collaborative, service-oriented, and accountable culture.
• Support succession planning efforts, talent development initiatives, and the recruitment and onboarding of new team members as the business evolves.
• Manage relationships with recordkeepers, vendors, and strategic partners to ensure operational efficiency and a high-quality client experience.
• Maintain strong governance, compliance, and fiduciary oversight practices, ensuring adherence to ERISA requirements and industry best practices.
• Contribute to the ongoing enhancement of the retirement plan platform, evaluating opportunities to strengthen capabilities and adapt to changing client needs.
• Stay informed on industry trends, regulatory developments, retirement plan strategies, and market conditions to support clients and internal stakeholders effectively.

Skills

Leadership

Relationship management

Communication

Team development

Education

Bachelor's degree in business/finance

Job description

Windward Recruiting is seeking a Director of Retirement Plans to lead an established retirement plan platform within a growing wealth management organization in Wisconsin. You will guide client relationships, oversee plan design, and drive service excellence for commercial clients and prospects.

The ideal candidate brings 10+ years in retirement plan services, deep ERISA knowledge, and proven leadership. You will develop teams, collaborate with banking and private wealth colleagues, and elevate