Retirement Plan Manager

Role Description

We are seeking an experienced Retirement Plan Manager to lead the delivery and execution of group retirement and individual wealth services. This role ensures a high-quality client experience while overseeing day-to-day plan operations, compliance, and service delivery. The ideal candidate is both strategic and hands-on, capable of managing client relationships, driving operational consistency, and supporting business growth. They play a critical role in aligning client service, advisor support, and retirement plan execution.

This is a full-time, remote position reporting to our office in Omaha, NE.

Professional Responsibilities

• Serve as the primary point of contact for group retirement and individual wealth planning clients, delivering responsive and high-quality service.
• Oversee daily operations for retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h), ensuring accuracy and timeliness.
• Coordinate client meetings, reviews, and service activities while maintaining organized records and documentation within CRM systems.
• Deliver participant education sessions and respond to inquiries related to retirement planning, investments, and risk considerations.
• Ensure compliance with applicable regulations and coordinate with vendors, broker/dealers, and internal stakeholders.
• Generate reports and track key metrics to monitor client activity, service levels, and operational performance.
• Support advisors and internal teams to ensure alignment, execution, and consistent service delivery.
• Identify opportunities to improve processes, enhance client experience, and expand retirement service offerings.

Qualifications

• 5+ years of experience in retirement plan management or retirement services.
• Active Nebraska Life & Health Insurance License.
• Series 6 or Series 7 and Series 63/65/66 licenses required.
• Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h).
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
• Bachelor’s degree in Business, Finance, or a related field.
• Strong communication, organizational, and problem-solving skills.
• Proven ability to manage multiple priorities while building and maintaining strong client relationships.

Benefits

• Medical, Dental, and Vision Benefits.
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life.
• Company paid Employee Assistance Program.
• Paid Parental Leave.
• Paid holidays.
• Personalized PTO.
• 401 (k).

Pay Range

$70,000 - $90,000 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Company Description

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.