Director, Plan Consulting

Responsibilities Lead and develop a team of 10-15 Plan Consultants supporting IRS pre‑approved document creation and ongoing ERISA compliance for 401(k) and 403(b) plans Champion innovation and execution excellence in Plan Consulting Define and drive strategic objectives for Plan Consulting Own the end‑to‑end Plan Consulting service model ensuring consistent, high‑quality delivery Use metrics and analytics to monitor performance and implement mitigation strategies Coach and develop a high‑performing, multi‑site team of Plan Consultants Navigate and resolve complex blocking issues Partner closely with Legal, Implementation, Sales, and Relationship Management to ensure seamless delivery Requirements Bachelor’s degree required Proven leadership experience managing teams, preferably across multiple locations Demonstrated success in process improvement, operational efficiency, and escalation management Strong executive communication, presentation, and customer management skills Experience with benchmark development, performance management, and risk mitigation Deep knowledge of ERISA compliance and retirement plan document services preferred ASPPA or related industry designation preferred Certifications & Qualifications Bachelor’s degree ASPPA designation #J-18808-Ljbffr Jobtailor