Synerfac Technical Staffing · 21 hours ago
Retirement Plan Manager
United States
Full-time
Remote
Mid Level
$75K/yr - $95K/yr
3+ years expSynerfac Technical Staffing is seeking a Retirement Plan Manager to act as the primary relationship manager for a portfolio of mid-market retirement plan clients. The role involves developing long-term relationships, coordinating plan administration, managing client needs, and ensuring regulatory compliance.
ConsultingHuman ResourcesInformation Technology
Hiring Manager
Jacqueline Schaeffer
Responsibilities
Act as the primary relationship manager for a portfolio of 20 to 30 mid-market retirement plan clients (e.g., 401(k), 403(b), 457 plans)
Develop and maintain long-term relationships with plan sponsors, advisors, and key stakeholders
Coordinate plan onboarding, conversions, and ongoing administration activities
Proactively manage client needs, anticipate issues, and deliver timely, effective solutions
Partner with advisors, analysts, and compliance to ensure seamless service delivery
Educate clients on regulatory requirements (ERISA, DOL, IRS) and support plan compliance efforts
Identify opportunities to enhance client engagement, participant outcomes, and plan success
Support client retention efforts and contribute to growth through cross-functional collaboration
Maintain accurate client records and documentation in CRM and internal systems
Expected travel: minimal; most client meetings are handled virtually
Qualification
Required
Bachelor's degree in business, finance, economics, or a related field (or equivalent experience)
3+ years of experience in retirement plan services, relationship management, or financial services
Strong working knowledge of defined contribution retirement plans and ERISA regulations
Excellent communication skills with the ability to explain complex concepts clearly
Comfort leading difficult conversations with sponsors about fees, fiduciary responsibilities, and plan design changes
Preferred
Retirement-focused designations such as AIF, QKA, or CRPS are preferred
Experience working with advisors, recordkeepers, or third-party administrators
Familiarity with plan reporting, investments, and fiduciary best practices
Series 6 or 7 and associated state licenses (Series 63, 65, or 66) are not required but considered a strong plus
Company
Synerfac Technical Staffing
Synerfac Technical Staffing is a staffing and recruiting firm that provides accounting, administrative, and engineering workforce solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Evan Schultz
Partnership Manager
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