Retirement Plan Account Manager

Are you ready to make a significant impact by combining your skills and passion with a team that values your contributions and invests in your growth? At Wilshire Wealth Management, affiliated with Wilshire Benefits Group, we’re seeking a dynamic, driven, and proactive Retirement Plan Account Manager to join us on our mission to deliver exceptional service and support to our valued clients.

As a key member of the Retirement Planning team, you will play a strategic role in expanding our retirement services, growing the book of business and plan participation, and providing expert financial guidance. Your proactive approach and problem-solving abilities will help us exceed expectations and make a meaningful impact every day.

Your duties will include:

• Lead Client Accounts: Take responsibility for an assigned book of clients and lead them through ongoing fiduciary governance process, including quarterly investment reviews, plan design optimization, operational audits, ERISA compliance resolution, and quarterbacking day-to-day projects on behalf of our clients.
• Employee Support: Provide clear guidance on 401(k) loans and transfers, lead group educational sessions, and conduct one-on-one meetings.
• Collaboration: Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork; Partner with other departments and outside channel partners to align with company growth targets
• Plan Management: Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes
• Wealth Management: Identify individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products.
• Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service.
• Data Integrity: Gather, audit, and maintain accurate reports and documents.
• Communication Excellence: Create and refine materials to ensure clarity and compliance.
• Special Projects: Take on projects, demonstrating flexibility and commitment to team goals.