Director of Retirement Plan Services

The Director of Retirement Plan Services will lead the strategic vision, growth, and operational execution of Prosperity’s retirement plan services business. This role combines deep technical expertise, business development leadership, and operational ownership to deliver a scalable, high‑quality retirement plan offering across the firm. Responsibilities Define and execute the strategic vision and growth plan for Retirement Plan Services. Drive new business development, including sourcing, presenting, and closing retirement plan opportunities. Serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations. Lead complex client engagements, including 401(k), defined benefit, and cash balance plans. Partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships. Lead and develop the Retirement Plan Services team, establishing clear accountability and performance standards. Design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support. Ensure operational discipline, data integrity, and effective use of systems and reporting tools. Oversee relationships with recordkeepers, TPAs, and external partners to ensure consistent service. Qualifications Bachelor’s degree in Finance, Economics, or a related field. 10+ years of experience in retirement plan advisory, consulting, or administration with deep expertise across 401(k), defined contribution, defined benefit, and cash balance plans. Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks. Proven leadership experience managing and developing teams. Demonstrated success in business development, including closing new client relationships. Relevant professional designations (e.g., AIF®, QKA®, CFP®). Experience working within or alongside a CPA or professional services firm. Experience building or scaling a retirement plan services practice. Familiarity with retirement plan platforms and reporting systems. Equal Opportunity Statement EisnerAmper is a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Accommodations If you require any accommodations to complete your application, please contact View email address on click.appcast.io. #J-18808-Ljbffr EisnerAmper LLP