Retirement Plan Client Manager jobs in United States
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CPS, Inc. · 17 hours ago

Retirement Plan Client Manager

CPS, Inc. is a national retirement plan organization seeking a Retirement Plan Client Manager to work with retirement plans and their participants. The role involves enrolling employees into the plans, educating them on plan aspects, and identifying other assets for rollover into the plan.

Recruiting
Hiring Manager
Matt Ehley
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Responsibilities

Enroll employees into retirement plans
Educate employees on the aspects of the retirement plan
Identify other assets that can be rolled over into the plan

Qualification

FINRA licensedRetirement plan knowledgeFinancial educationClient managementCommunication skills

Required

FINRA licensed
clean background check

Benefits

Competitive base compensation
Significant bonus potential
Excellent benefits
401k match
Independent and flexible hybrid/remote schedule
Career track to run on

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Company data provided by crunchbase