Sr. Manager of Retirement Services

Baltimore, MD

Post Date: 06/01/2018 Job ID: JJ4.30.1 Industry: Employee Benefits & Retirement Services Pay Rate: 80K - 100K + Bonus + Benefits

Role Summary
The Sr. Manager of Retirement Services will be primarily responsible for the management of the firm’s retirement department.


  • Build relationships with our TPA’s and help determine plan design for prospective and existing clients.
  • Work with wholesalers to produce proposals for prospective clients.
  • Lead thorough evaluations in regards to investment platforms for use with each retirement plan client and plan sponsors.
  • Coordinate enrollment meetings with plan sponsors and their participants.
  • Manage incoming 401(k) participant requests.
  • Business Development for plans such as; 401(k), 403(b), and Profit Sharing plans.

The ideal candidate will:

- Have 5+ Yrs in the Retirement Industry

- Have their Series 7 and Series 66 (MUST)

- Be able to speak on the investment side internally and externally.

- Look for business development opportunities.

- Continue to enhance business acumen and industry knowledge.

- Act as Lead Advisor on the plans

- Have experience working with a large support team.


80K – 100K + Bonus
Full Benefits



Jasmine Johnson
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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