Baird · 23 hours ago
Retirement Plans Specialist
Pittsburgh, PA
Full-time
Onsite
Mid Level
3+ years expBaird is a financial services firm seeking a Retirement Plan Specialist to support their Private Wealth Management Retirement Plan Solutions Department. This role involves providing technical expertise on corporate 401(k) plans and collaborating with various departments to enhance retirement plan consulting for clients.
Financial Services
Hiring Manager
Carrie McGrath
Responsibilities
Serve as a subject matter expert on corporate 401(k) plans, including plan design, compliance, fiduciary responsibilities, participant education, and regulatory updates
Provide technical support to Financial Advisors and internal departments on issues such as plan eligibility, contribution limits, nondiscrimination testing, plan corrections, and distributions
Assist Financial Advisors in evaluating and recommending retirement plan solutions tailored to the needs of corporate clients, including startup plans and plan conversions
Generate customized plan sponsor client reports, including benchmarking, investment reviews, and fiduciary documentation
Respond to requests for proposals (RFPs) from prospective plan sponsor clients, coordinating with internal teams to deliver competitive and compliant solutions
Develop and implement marketing strategies and educational materials to help Financial Advisors grow their corporate retirement plan business
Create technical content for external brochures, internal guides, and client-facing resources that support 401(k) plan education and engagement
Monitor and communicate legislative and regulatory changes affecting corporate retirement plans, including SECURE Act provisions, DOL guidance, and IRS updates
Participate in special projects, including department initiatives and cross-functional efforts that enhance the retirement plan consulting offering
Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable
Qualification
Required
Bachelor's degree and three to five years of experience working with retirement plans in the financial services industry
SIE and Series 7 license required or ability to become licensed within 12 months
Strong customer service orientation
Strong oral and written communication skills with internal and external clients
Exceptional organizational skills as well as ability to manage multiple tasks efficiently and accurately
Ability to grasp complex technical concepts and/or strategy and accurately communicate the concepts to others
Must be a self-starter, take initiative and work independently while possessing excellent follow through skills and strong attention to detail
Strong coordination skills to work well with other cross-functional teams
Ability to act as a team player, assisting others in the department when necessary in a collaborative manner
Ability to shift focus in a fast-paced and ever-changing environment
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase