On Point Staffing Group · 9 hours ago
Manager of 401K Plan Administration and Implementation
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
3+ years expOn Point Staffing Group is seeking a driven and strategic leader for their Manager of 401(k) Retirement Plan Services position. The role involves leading the 401(k) division, serving existing clients, and developing new client relationships while ensuring compliance and operational efficiency.
Staffing & Recruiting
Responsibilities
Lead and grow our 401(k) division while actively serving a select group of existing plan sponsor clients
Build strong relationships with business owners and decision-makers—and bring in new plan clients
Guide clients on plan design, fiduciary oversight, investment selection, participant engagement compliance, and governance
Conduct periodic client reviews, communicate evolving ERISA and DOL regulations, and deliver actionable insights
Collaborate with leadership on strategy, business development, operational efficiency, and branding
Maintain your industry certifications and our firm’s CEFEX® certification
Manage RFPs and plan benchmarking as needed
Help create a culture of excellence and accountability in retirement plan consulting
Qualification
Required
Bachelor's degree (Finance, Accounting, or related field)
3+ years of hands-on 401(k)/403(b) advisory experience
Designations such as AIF®, CRPS®, QKA®, QPFC® a plus
Series 7, 66, and insurance license (or ability to obtain shortly after hire)
Deep understanding of plan design, fiduciary standards, and retirement plan operations
Knowledge of CEFEX standards
Understanding industry tools such as RPAG or equivalent
Proven ability to win business and build client relationships
Clear, confident communication—written and verbal
High integrity, strong work ethic, and team-first mentality
Active involvement in your professional and local communities
Preferred
Bonus: CFP®, CPA, or advanced tax credentials
Benefits
Healthcare
Retirement
Paid education
One-on-one mentoring
Professional development
External coaching
Company
On Point Staffing Group
On Point Staffing Professional and Administrative Group is a full-service professional recruiting firm with the ability to meet all staffing needs for our clients.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase