Retirement Manager (Hybrid)

Careers At Patriot Growth Insurance Services and Partner Agencies Current job opportunities are posted here as they become available. About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years. Position Overview The Retirement Manager oversees the organization’s group retirement business, ensuring exceptional client service, regulatory compliance, and effective support for advisors and plan participants. This role manages day‑to‑day retirement plan operations, coordinates with vendors, leads internal teams, and delivers employee education related to retirement planning. Work Arrangement This is a full‑time, hybrid position reporting to our office in Omaha, NE. Professional Responsibilities Oversee daily operations for group retirement plans, including 401(k), 403(b), 401(a), 457(b), and 414(h) Support advisors and client groups by maintaining high standards of service and care Ensure compliance with applicable retirement plan laws, regulations, and reporting requirements Coordinate with retirement plan vendors, broker/dealers, and internal partners Lead and manage team members to ensure service obligations and meetings are consistently met Deliver group education sessions, seminars, and presentations for plan participants Respond to employee questions regarding retirement planning, investments, risk tolerance, and time horizons Identify opportunities to expand retirement services and support business growth Assist with audit preparation and required documentation for broker/dealer reviews Qualifications and Requirements 5+ years of experience in retirement plan management Series 6, Series 7, and Series 63/65/66 licenses Bachelor’s degree in Business, Finance, or a related field Strong knowledge of retirement plan types and regulatory requirements Proven leadership experience, including team management and development Excellent communication, organizational, and problem‑solving skills Proficiency with CRM systems and Microsoft Office Ability to build strong client relationships and deliver a high‑quality service experience CMFC and/or AIF certification preferred About Patriot Growth Insurance Services 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. Patriot offers the opportunity to be a part of a fast‑growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. Benefits In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: 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 holidays Personalized PTO 401 (k) Equal Opportunity Employment Statement Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at #J-18808-Ljbffr