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Independent Retirement · 3 months ago

Sr. Client Success Manager

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $90K/yr

3+ years exp

Independent Retirement is on a mission to help small business owners save taxes, save time, and retire prosperously. As a Senior Client Success Manager, you will manage a portfolio of clients, ensuring exceptional service and compliance in retirement plans while building strong relationships and mentoring team members.

ConsultingFinancial ServicesWealth Management

Hiring Manager

🐯 Eric Burnside

Responsibilities

Serve as the primary relationship contact for a book of retirement plan clients

Build and maintain strong relationships with clients and partners (CPAs, financial advisors, recordkeepers)

Collaborate cross-functionally with internal teams to ensure accurate, timely, and compliant execution of client services—including plan administration, plan documents, loans and distributions, and ad-hoc projects

Proactively communicate and resolve issues for clients as needed

Assess, research, prioritize, and consult clients and partners on plan operation, design, and compliance matters

Become a subject matter expert in a designated specialty

Meet and exceed key performance goals for client billing and client satisfaction

Mentor teammates and contribute to ongoing improvement initiatives

Stay current with continuing education and industry best practices

Qualification

Retirement plan complianceClient relationship managementASPPANIPA credentialsRetirement plan administrationCompliance software proficiencyAnalytical mindsetCommunicationAttention to detailOrganizational skills

Required

A passion and desire to serve others

Bachelor's degree in business, finance, or a related field

Minimum of 3 years in retirement plan administration or relationship management role

Strong understanding of 401(k) and retirement plan compliance

Excellent communication and client relationship skills

An analytical mindset with the ability to interpret complex regulations

Proficiency in retirement plan compliance software (ASC, FtWilliam) and CRM tools (PensionPro)

Exceptional attention to detail and organization

Preferred

ASPPA or NIPA credentials

Benefits

Health, dental, and vision insurance

4 weeks of paid time off + paid volunteer hours

401(k) with a safe harbor match up to 4%

Continuing education reimbursement, conference support, and professional memberships

Hybrid or fully remote options

Company

Independent Retirement

Independent Retirement delivers more than plan administration — we provide proactive compliance consulting and hands-on support that make both employers and financial advisors stronger.

Founded in 2006

Portland, Oregon, USA

11-50 employees