Senior Manager – Retirement Planning

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CAPTRUST

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1989

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 Private Equity Round on 2023-09

Consulting • Healthcare • Legal

CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.

📋 Description

• Serve as a senior subject matter expert for Retirement Plan Consulting • Provide technical and regulatory guidance for qualified retirement plans • Provide fiduciary training and plan design consulting and benchmarking • Support industry thought leadership, prospects, client onboarding, IRS correction programs, and miscellaneous consulting projects • Provide ERISA expertise and technical support to Financial Advisors and clients • Support plan design through cost and impact analysis, benchmarking, and peer-to-peer reviews • Present complex and technical material to audiences of all levels • Keep internal and external parties up to date on regulatory matters • Present fiduciary training modules for plan committees • Create and update Retirement Plan Consulting intranet, SharePoint, and deliverable-template content • Maintain relationships with plan auditors, ERISA counsel, and actuarial service providers • Contribute to team and firm-level strategic projects

🎯 Requirements

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience • 12 years of relevant retirement industry experience • Knowledge of ERISA guidelines and regulations • Experience working with defined contribution plans, specifically 401(k) and 403(b) plans • Retirement plan administration or compliance experience with a recordkeeper or TPA • Strong organization and project management skills • Strong written, verbal, and presentation communication skills • Detail-oriented with a passion for problem-solving • Industry-related certifications and designations are desired, including QPA, QKA, or CEBS • Proficiency with Microsoft products, especially Excel and PowerPoint • Ability to build successful, collaborative, and trusting relationships • Ability to create accurate, concise, respectful, and easy-to-understand communications conveying complex information • Strong sense of urgency about completing work and solving problems • Commitment to service, integrity, objectivity, and community engagement

🏖️ Benefits

• Company discretionary bonus • Health, dental, and vision coverage • Employer 401(k) plan and company match • Health savings accounts • Flexible spending accounts • Voluntary supplemental plans subject to plan terms • Company-paid life insurance • Company-paid short-term disability • Company-paid long-term disability • Paid time off (PTO) or Paid Sick Leave (PSL) • Fully stocked break room • Fun employee events • Opportunities for personal growth