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Innovia Wealth · 2 days ago

Senior Manager of Retirement Plan Services

Grand Rapids, MI

Full-time

Onsite

Senior Level

7+ years exp

Innovia Wealth is a firm focused on delivering high-quality service to retirement plan clients. The Senior Manager of Retirement Plan Services is responsible for overseeing service delivery, ensuring compliance, and enhancing client satisfaction through operational excellence and strategic growth initiatives.

AdviceRetirementWealth Management

Responsibilities

Serve as the senior point of contact for complex or high-value 401(k) plan sponsor relationships

Lead client review meetings, addressing plan performance, service metrics, compliance updates, and strategic enhancements

Oversee day-to-day service operations, including plan setup, conversions, ongoing administration and distributions

Ensure operational excellence across contributions, loans, hardship withdrawals and participant transactions

Identify operational inefficiencies and lead process improvement initiatives to enhance scalability, automation, and service quality

Partner with operations, technology, and compliance teams to implement system enhancements and policy updates

Collaborate closely with financial advisors and support teams to promote client growth and retention

Provide guidance on plan design, service models and onboarding strategies

Coordinate accurate and timely CRM data entry to support real-time sales tracking and revenue projections

Develop and oversee proposal preparation for prospects and clients, collaborating across internal teams to deliver high-quality content

Monitor service quality metrics and ensure client deliverables are consistently met

Support talent development through coaching, mentorship and knowledge-sharing

Perform additional duties and special projects as assigned

Qualification

Retirement plan expertiseSeries 665 licensesFinancial planning applicationsExcel proficiencyClient relationship managementProcess improvementOrganizational skills