Senior Plan Administrator

NFP, an Aon company; Town of Florida (NY); On-site; USD 75,000 - 132,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Collaborative environment

Job summary

Wealthspire is seeking a Retirement Plan Administrator to build and sustain client relationships, coordinate data for client meetings, and advise on complex retirement plan issues. You will work with senior staff to deliver tailored solutions for individuals, families, endowments, and institutions.

The role requires five years of related experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s degree in accounting, business, finance, or related field; experience may substitute.
• Minimum of five years of retirement plan administration/consulting experience.
• Excellent communication and interpersonal skills; ability to manage multiple tasks.
• Strong Microsoft Office skills.

Responsibilities

• Establish and maintain client relationships with plan sponsors and decision makers.
• Consult with clients on retirement plan issues and coordinate data for meetings.
• Perform investment analysis and prepare internal retirement reports.
• Ensure compliance and collaborate with senior management.

Skills

Client relations

Communication

Problem solving

Attention to detail

Education

Bachelor’s degree in accounting, business, finance, or related field

Tools

Microsoft Office

Job description

About The Company

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

Posting Description

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

Essential Duties and Responsibilities:

• Establish, maintain, and nurture client relationships (front line and decision makers).
• Act as a resource on any compliance issues, perform compliance reviews and communicate compliance issues to client.
• Proactively schedule and attend regular meetings with clients to ensure clients’ needs are continually being met.
• Independently consult and advise with clients on complex retirement plan issues.
• Address, resolve, follow-up and communicate resolutions to clients
• Responsible for coordinating data collection and presentation preparation for client meetings.
• Conduct investment analysis on plan investment options.
• Manage all internal reporting/tracking components required of the retirement department
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed
• Operate in accordance with established Wealthspire internal protocol and procedures.
• Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients

General

• Provide progress reports as needed
• Manage all internal reporting/tracking components required of the retirement department including electronic and hard copy file maintenance, etc.
• Attend and participate in internal meetings as needed.
• Exercise positive interaction and cooperation with internal staff and senior management.
• Participate in team assignments and special projects as needed.
• Exhibit a willingness to take on new projects and responsibilities.
• Share knowledge and experience with staff.
• Operate in accordance with established Wealthspire internal protocol and procedures.
• Understand and represent the services provided by Wealthspire, provide expert advice, develop solutions for current and future project plans, execute strategies to consistently illustrate value and retain existing clients.

Qualifications

• Bachelor’s degree in a specialized field such as accounting, business, finance, other related field. Experience in lieu of degree will be considered.
• Minimum of five (5) years of directly related work experience in the field of retirement plan administration and consulting. Possession of industry-specific designations and credentials is a plus; Microsoft Office skills required.
• Effective oral, written, interpersonal and computer software skills. Proven organizational and problem-solving skills. Communicate interactively with team members and other support staff.
• A sense of urgency and a commitment to timely completion of projects. Attention to detail along with a commitment to quality and confidentiality. Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.

Do you see yourself excelling in this position?

Wealthspire is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $75,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.