About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Pittsford, New York team has an exciting opportunity for a Retirement Plan Relationship Manager role. This position is the primary contact for internal advisors and consulting services and provides oversight to third party services.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000.00 to $145,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Retirement Plan Design and Implementation (Consulting Services)

• Assists the retirement sales team in the sales process as requested; meets with clients to determine needs and plan design options

• Assists with new business implementation procedures

• Organizes and implements annual service plans for clients, introduces improved and new features available, coordinates plan changes and other plan related features

• Implement support plans with the sales team that achieve the overall goal of attaining more business

• Achieves growth and retention goals
  

Coach and Develop the Team (Consulting and TPA Administration)

• Coaches and develops a technically strong, functional team

• Develop and maintain a thorough understanding of our business, products, and services

• Coordinates and monitors workflow across departments to facilitate efficient operations and optimal client service

• Produces, analyzes, and distributes reports on a regular basis to achieve individual and team goals

Client Service – (Consulting Services)

• Displays good judgment & leadership to ensure suitable administration of all accounts

• Develop and manage strong business relationships with assigned clients through in-person visits

• Utilizes Salesforce platform to identify needs for current clients and secure new business

• Act as primary contact for all day-to-day service issues and other inquiries for assigned clients

• Liaise between client and vendors to assist in resolving issues and identifying process improvement opportunities

• Achieve individual and team goals for service levels

Governance / Technical Support

• Provide guidance on regulatory issues that impact retirement plans

• Monitors and assess impact of changes in legal, fiduciary, account and investment regulations on assigned accounts

• Stays abreast of governance trends and communicates new best practices regularly

• Supports all facets of retirement planning, compliance, administration, plan design, investments, fiduciary support, governance

Financial Wellness Programming

• Assists with employee education services; conducts education seminars and one-on-one meetings with participant
  

Education/Qualifications

• 4-year degree in finance, business, or related

• 5+ years retirement plan experience

• Pension or investment designations helpful, but not required

• Knowledge of retirement regulations (ERISA, DOL, etc.) and operations, excellent financial acuity

• Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible; self-managed

• Proven analytical and problem resolution skills

• Excellent verbal, presentation, and written communication skills

• Consistent high-level customer service

• Ability to work as a team member; positive solution-focused attitude

• Experience in multi-tasking in a fast-paced environment

• Salesforce or similar CRM systems experience

• Drive for Results; Integrity
  

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified in this level is $75,600.00 to $170,100.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.