EisnerAmper
1001 - 5000 employees
Founded 1963
💸 Finance
☁️ SaaS
💰 Debt Financing on 2021-08
Finance • Consulting • SaaS
EisnerAmper is a professional services firm offering businesses, government organizations, and individuals a wide range of accounting, audit, tax, advisory, and outsourcing services. The company specializes in helping clients respond quickly to urgent issues, anticipate opportunities and risks, and grow efficiently. EisnerAmper leverages industry-specific expertise and cutting-edge technologies to provide tailored solutions, supporting clients from various sectors including financial services, healthcare, real estate, and technology. Through their comprehensive approach, EisnerAmper prepares clients for regulatory changes, operational challenges, and strategic growth.
Director of Retirement Plan Services
Job not on LinkedIn
🕒 June 3
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EisnerAmper
1001 - 5000 employees
Founded 1963
💸 Finance
☁️ SaaS
💰 Debt Financing on 2021-08
Finance • Consulting • SaaS
EisnerAmper is a professional services firm offering businesses, government organizations, and individuals a wide range of accounting, audit, tax, advisory, and outsourcing services. The company specializes in helping clients respond quickly to urgent issues, anticipate opportunities and risks, and grow efficiently. EisnerAmper leverages industry-specific expertise and cutting-edge technologies to provide tailored solutions, supporting clients from various sectors including financial services, healthcare, real estate, and technology. Through their comprehensive approach, EisnerAmper prepares clients for regulatory changes, operational challenges, and strategic growth.
📋 Description
• shape and execute the strategic vision of our Retirement Plan Services practice • 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 • 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
🎯 Requirements
• Bachelor’s degree in Finance, Economics, or related field • 10+ years of experience in retirement plan advisory, consulting, or administration • Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks • Proven leadership experience managing and developing teams • Demonstrated success in business development • 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
🏖️ Benefits
• flexibility to manage your days in support of our commitment to work/life balance • multiple top “Places to Work” awards received • embrace our differences to create new solutions
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