Penn Mutual logo
Penn Mutual

Helping people get stronger is a pretty good business to be in.

Retirement Plan Services Manager

ManagerManagerFull TimeRemoteSeniorTeam 1,001-5,000Since 1847H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$115K - $130K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Retirement Plan Services Manager

Penn Mutual

• 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

Job 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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