Retirement Advisory Operations Manager

📋 Description

• Lead onboarding for retirement advisory clients from agreement to account creation.
• Coordinate plan document intake and storage in SharePoint.
• Set up client in CRM with implementation and plan design builds.
• Collaborate with investment team to configure fund lineups in Envestnet.
• Own quarterly Plan Health Report with data from 20 recordkeepers.
• Oversee billing workflows and client invoicing processes.

🎯 Requirements

• 5+ years in defined contribution space (401(k), 403(b), Profit-Sharing).
• 2-3 years in implementation or project management.
• Strong operational mindset and data integrity focus.
• Experience with Salesforce, SharePoint, Envestnet, Excel.
• Excellent cross-functional communication and collaboration.
• Proactive, detail-oriented, accountable work style.

🎁 Benefits

• Competitive base salary plus bonus programs.
• Comprehensive benefits package.