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Retirement Plan Relationship Manager

HORAN

Fort Mitchell, KY | Full Time

$108k-145k (estimate)

3 Weeks Ago

Portfolio Manager

HORAN

Cincinnati, OH | Full Time

$99k-138k (estimate)

1 Month Ago

Client Services Manager

HORAN

Cincinnati, OH | Full Time

$74k-96k (estimate)

6 Months Ago

Account Specialist

HORAN

Cincinnati, OH | Full Time

$56k-71k (estimate)

1 Month Ago

Retirement Plan Relationship Manager

HORAN Fort Mitchell, KY

$108k-145k (estimate)

Full Time | Restaurants & Catering Services 3 Weeks Ago

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HORAN is Hiring a Retirement Plan Relationship Manager Near Fort Mitchell, KY

Job Title: Retirement Plan Relationship Manager Full or Part Time: Full Time

Department: Retirement FLSA Status: Non-Exempt

Position Reports To: Vice President, Relationship Manager, Retirement Plan Consulting

Overview:

HORAN Wealth seeks a highly motivated and experienced professional to join our on-site team as a Retirement Plan Relationship Manager. This role is crucial in maintaining and nurturing strong relationships with our retirement plan clients, ensuring their needs are met and their expectations exceeded. The ideal candidate will possess an understanding of the retirement plan industry, exceptional communication skills, and a passion for providing proactive client service.

Responsibilities:

Client Relationship Management:

Serve as the primary point of contact for assigned retirement plan clients.
Build and maintain strong, trusting relationships with clients through regular communication and proactive outreach.
Determine clients’ needs, objectives, and challenges to provide tailored solutions and support.

Consultative Support:

Provide expert guidance and fiduciary support to clients on various retirement plan topics, including plan design, compliance, investment options, and participant education.
Conduct regular plan reviews and consultations to identify opportunities for improvement and optimization.

Account Management:

Monitor client accounts and activities, proactively addressing any issues or concerns that may arise.
On occasion, assist with the onboarding of new clients, ensuring a smooth transition to HORAN Wealth’s co-fiduciary and fiduciary investment services.
Collaborate internally with peers, sales, operations, and compliance, to ensure client needs are met effectively and efficiently.
Collaborate externally with client service providers including recordkeepers, third party administrators, and accounting firms.

Education and Training:

Conduct training sessions and workshops for clients at both the participant and plan sponsor level, educating on retirement plan features, regulations, and best practices.
Keep clients informed of industry trends, regulatory changes, and other relevant developments.

Retention and Growth:

Develop and implement strategies to retain existing clients and enhance their satisfaction with our services.
Identify opportunities to introduce internal partners to clients who may have additional planning, consulting, or wealth management needs.

Qualifications:

4-year degree from an accredited university in finance, business administration, or similarly related field of study.
Minimum of 5 years’ experience in the retirement plan industry, with a focus on exceeding client needs.
Strong understanding of retirement plan products, regulations, and industry trends.
Excellent communication skills, both verbal and written, with the ability to articulate complex concepts in a clear and concise manner.
Proven track record of building and maintaining strong client relationships, with a customer-centric approach.
Ability to work independently, prioritize tasks, and manage multiple projects simultaneously.
Possesses appropriate FINRA licenses (e.g., Series 63 and 65 or Series 66)
Relevant industry certifications (e.g., AIF, CPFA, etc.) a plus.

Benefits:

Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Opportunities for continued professional development.

HORAN Wealth History:

Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group (RPAG). Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services.

HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC. Investment advisory services offered by HORAN Capital Advisors and HORAN Wealth Management, both SEC Registered Investment Advisors. Securities offered through HORAN Securities Inc., member FINRA | SIPC.