Penn Mutual
1001 - 5000 employees
Founded 1847
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Retirement Plan Services Manager
🕒 June 17
🇺🇸 United States – Remote
💵 $115k - $130k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
🦅 H1B Visa Sponsor
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Penn Mutual
1001 - 5000 employees
Founded 1847
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
📋 Description
• Responsible for managing HTK’s retirement plan platforms and product offerings • Stay current on the regulatory framework surrounding the retirement plan industry • Ongoing engagement with HTK financial professionals • Establishment of quarterly business review meetings with retirement plan product providers • Establishment of periodic meetings with HTK’s Product Team and Sales Support and Business Development team • Perform regular due diligence of approved retirement plan providers • Research and propose new retirement plan product offerings • Partner with RIA Compliance and enterprise Legal • Develop HTK’s ongoing retirement plan training program for financial professionals • Periodic attendance and/or presentation at HTK’s and/or industry conferences or regional summits • Provide leadership to other team members
🎯 Requirements
• Bachelor's Degree in Business, Finance or related discipline required • 5-7 Years of experience in financial services • FINRA Series 7 Required • FINRA Series 24 Required • FINRA Series 66 Required • Certified Financial Planner-CFP Board AIF or other similar accredited retirement plan and/or fiduciary professional designation Required
🏖️ Benefits
• Flexible working arrangements
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