Manager of 401K Plan Administration and Implementation

This 401(k) Prosperity® division is seeking a driven, strategic, and entrepreneurial leader to become our Manager of 401(k) Retirement Plan Services. You’ll play a dual role—helping serve our current clients while building the future of our retirement plan practice by helping develop new client relationships.

This isn’t a career for someone looking to coast. It’s for the doers—the ones who want to grow something real, earn meaningful equity in their success, and shape a business they can be proud of.

You’ll enjoy competitive compensation, gain-sharing, and origination bonuses. More importantly, you’ll have the autonomy and support to build a thriving department—alongside a passionate team that believes in doing what’s right, not what’s easy.

Where We Work

We proudly serve high-net-worth families and business owners across Northeast Ohio and nationwide. Based in Cleveland—“the rock capital of the world”—our firm has deep roots in the community and a progressive culture that supports growth, family, community service, and lifelong learning.

How You’ll Contribute

• Lead and grow our 401(k) division while actively serving a select group of existing plan sponsor clients.
• Build strong relationships with business owners and decision-makers—and bring in new plan clients.
• Guide clients on plan design, fiduciary oversight, investment selection, participant engagement compliance, and governance.
• Conduct periodic client reviews, communicate evolving ERISA and DOL regulations, and deliver

actionable insights.

• Collaborate with leadership on strategy, business development, operational efficiency, and branding.
• Maintain your industry certifications and our firm’s CEFEX® certification.
• Manage RFPs and plan benchmarking as needed.
• Help create a culture of excellence and accountability in retirement plan consulting.

What You Bring to the Table

• Bachelor’s degree (Finance, Accounting, or related field)
• 3+ years of hands-on 401(k) / 403(b) advisory experience
• Designations such as AIF®, CRPS®, QKA®, QPFC® a plus
• Series 7, 66, and insurance license (or ability to obtain shortly after hire)
• Bonus : CFP®, CPA, or advanced tax credentials Deep understanding of plan design, fiduciary standards, and retirement plan operations
• Knowledge of CEFEX standards
• Understanding industry tools such as RPAG or equivalent
• Proven ability to win business and build client relationships
• Clear, confident communication—written and verbal
• High integrity, strong work ethic, and team-first mentality
• Active involvement in your professional and local communities What We Offer
• Competitive salary based on experience with incentive-based organization bonuses and gain-sharing
• Comprehensive benefits : healthcare, retirement, and paid education
• One-on-one mentoring, professional development, and external coaching
• Opportunity to lead and build something meaningful
• A values-driven culture that rewards performance, celebrates success, and balances work with life
• 30+ years of stability, client trust, and continuous improvement