Invst
Base Pay Range
$70,000.00/yr - $90,000.00/yr
Additional Compensation Types Annual Bonus
About Us We are a rapidly growing SEC-Registered Investment Advisor with a dedicated 401(k) Division focused on delivering high-quality retirement plan solutions to employers and their participants. Our culture values integrity, accountability, and proactive problem-solving. We partner with plan sponsors and recordkeepers nationwide to provide streamlined plan administration, compliance, and participant education.
Role Overview We are seeking a 401(k) Plan Services Manager to join our team. This individual will be responsible for supporting plan sponsors, troubleshooting with recordkeepers, and ensuring smooth day-to-day administration of retirement plans. The ideal candidate has experience in 401(k) or retirement plan administration, excels at customer service, and thrives on solving complex problems for clients.
Key Responsibilities
Serve as the primary point of contact for plan sponsors and participants on administrative and operational matters.
Manage day-to-day plan service issues with recordkeepers, payroll providers, and other vendors.
Research and resolve plan-related problems with a resourceful and solutions-oriented approach.
Assist with plan compliance, contribution monitoring, distributions, and loan processing.
Support annual plan cycles (e.g., compliance testing, Form 5500, fee disclosures).
Document and track service requests to ensure timely resolution.
Collaborate with internal advisors and service teams to enhance the client experience.
Qualifications
2+ years of experience in 401(k) or retirement plan administration (recordkeeper, TPA, or advisory firm background preferred).
Strong understanding of plan operations, compliance, and recordkeeping platforms.
Excellent communication and client service skills; ability to build strong sponsor relationships.
Resourceful problem-solver who can navigate complex issues and propose effective solutions.
Detail-oriented with strong organizational skills.
Fluency with Microsoft Office suite of applications and Salesforce.
Industry credentials (QKA, CPFA, ASPPA, etc.) a plus but not required.
Benefits
Competitive base salary ($70,000 – $90,000 depending on experience) w/ bonus program.
Hybrid/remote flexibility with home base in Stamford, CT.
Growth opportunities in a fast-growing RIA firm with a strong 401(k) practice.
Support for ongoing professional education and certifications.
Collaborative, supportive team environment.
Seniority Level Entry level
Employment Type Full-time
Job Function Management
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Additional Compensation Types Annual Bonus
About Us We are a rapidly growing SEC-Registered Investment Advisor with a dedicated 401(k) Division focused on delivering high-quality retirement plan solutions to employers and their participants. Our culture values integrity, accountability, and proactive problem-solving. We partner with plan sponsors and recordkeepers nationwide to provide streamlined plan administration, compliance, and participant education.
Role Overview We are seeking a 401(k) Plan Services Manager to join our team. This individual will be responsible for supporting plan sponsors, troubleshooting with recordkeepers, and ensuring smooth day-to-day administration of retirement plans. The ideal candidate has experience in 401(k) or retirement plan administration, excels at customer service, and thrives on solving complex problems for clients.
Key Responsibilities
Serve as the primary point of contact for plan sponsors and participants on administrative and operational matters.
Manage day-to-day plan service issues with recordkeepers, payroll providers, and other vendors.
Research and resolve plan-related problems with a resourceful and solutions-oriented approach.
Assist with plan compliance, contribution monitoring, distributions, and loan processing.
Support annual plan cycles (e.g., compliance testing, Form 5500, fee disclosures).
Document and track service requests to ensure timely resolution.
Collaborate with internal advisors and service teams to enhance the client experience.
Qualifications
2+ years of experience in 401(k) or retirement plan administration (recordkeeper, TPA, or advisory firm background preferred).
Strong understanding of plan operations, compliance, and recordkeeping platforms.
Excellent communication and client service skills; ability to build strong sponsor relationships.
Resourceful problem-solver who can navigate complex issues and propose effective solutions.
Detail-oriented with strong organizational skills.
Fluency with Microsoft Office suite of applications and Salesforce.
Industry credentials (QKA, CPFA, ASPPA, etc.) a plus but not required.
Benefits
Competitive base salary ($70,000 – $90,000 depending on experience) w/ bonus program.
Hybrid/remote flexibility with home base in Stamford, CT.
Growth opportunities in a fast-growing RIA firm with a strong 401(k) practice.
Support for ongoing professional education and certifications.
Collaborative, supportive team environment.
Seniority Level Entry level
Employment Type Full-time
Job Function Management
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