Senior Retirement Plan Manager — Remote

Patriot Growth Insurance Services, LLC; Omaha (NE); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical plans

Virtual care

Disability coverage

Parental leave

Flexible PTO

401(k) match

Dental & Vision

EAP

Job summary

Patriot Growth Insurance Services seeks a Retirement Plan Manager to lead day-to-day retirement plan administration and service delivery. You will act as the primary contact for retirement plan and wealth clients, coordinating meetings and maintaining records in CRM systems.

You will ensure regulatory compliance, deliver participant education, and collaborate with advisors and internal teams to drive growth and service quality across retirement and wealth offerings.

Qualifications

• 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.

Responsibilities

• Lead day-to-day administration and service delivery for retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) plans.

Skills

Relationship management

Client service

Communication

Organizational skills

Problem solving

Education

Bachelor's degree in Business/Finance

Tools

Salesforce

Microsoft Office

Job description

Patriot Growth Insurance Services seeks a Retirement Plan Manager to lead day-to-day retirement plan administration and service delivery. You will act as the primary contact for retirement plan and wealth clients, coordinating meetings and maintaining records in CRM systems.

You will ensure regulatory compliance, deliver participant education, and collaborate with advisors and internal teams to drive growth and service quality across retirement and wealth offerings.