Strategic 401(k) Plan Architect & Onboarding Lead

BBSI Portland; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Full benefits package including health

Company 401(k) with employer match

Paid time off

Job summary

BBSI Portland is seeking a senior retirement plan consultant to own the full arc of 401(k) opportunities—from convincing clients of value to live onboarding and ongoing relationship management. You will work with cross-functional teams, sit in on tough questions, and deliver a clean onboarding experience that prompts client referrals.

This is a consultative sales and implementation role with real depth. Base salary range reflects regional variances; a bonus is tied to plans sold and assets

Qualifications

• 10+ years in 401(k) or retirement plan administration, implementation, sales, or account management.
• Active license or credential: FINRA Series 6 or 7 with 63, or Series 65; state Life & Health license.
• ASPPA/NIPA credential (QKA, QPA, CPC, TGPC) strongly preferred.
• Working knowledge of ERISA, IRS and DOL requirements, plan types (Safe Harbor, traditional, profit sharing, pooled arrangements, MEP/PEP), and compliance testing.
• Ability to hold your own with a small business owner on both the sales conversation and the technical one.
• Willingness to travel regionally.

Responsibilities

• Grow the book: Convert prospects to active plan sponsors and partner with teams on new retirement opportunities.
• Manage the relationship: Serve as named relationship owner for assigned client plans and run plan reviews.
• Deliver the implementation: Own end-to-end onboarding including design finalization, payroll integration, census, enrollment, and remittance.
• Support the teams: Train teams to spot opportunities, build enablement materials, and provide on-call expert support.

Skills

Consultative sales

Relationship management

Stakeholder communication

Travel willingness

Education

FINRA Series 6/7 with 63

Life & Health license

ASPPA/NIPA credential (QKA/QPA/CPC/TGPC) preferred

Job description

BBSI Portland is seeking a senior retirement plan consultant to own the full arc of 401(k) opportunities—from convincing clients of value to live onboarding and ongoing relationship management. You will work with cross-functional teams, sit in on tough questions, and deliver a clean onboarding experience that prompts client referrals.

This is a consultative sales and implementation role with real depth. Base salary range reflects regional variances; a bonus is tied to plans sold and assets