Job details

Director, Retirement Plan Services

About Earned Wealth

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. With a wide range of individual and practice solutions, we strive to be the only financial partner doctors need. By integrating our personal and practice solutions into an overall strategy, we can fully optimize our clients’ wealth potential and help them achieve better financial outcomes.

Our financial solutions are backed by fiduciary experts and modern, tax-smart technology – including our iOS app, which provides clients with a clear view of their financial trajectory and the value Earned is adding to their portfolio.

We have secured $200M to fund an aggressive acquisition strategy that will accelerate this vision. We are backed by leading growth equity and venture capital investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.

Job Summary:

The Director of Retirement Plan Services leads and oversees all aspects of pension plan administration, including Defined Contribution and Defined Benefit plans. This role encompasses strategic oversight of plan design, regulatory compliance, and reporting, as well as the management and mentorship of the pension administration team. This role will be working with Earned's newly acquired firm Thomas Doll.

Key Responsibilities:

Strategic Oversight: Provide strategic direction and leadership in the design, implementation, and administration of pension plans. Ensure alignment with organizational goals and regulatory requirements.
Compliance Management: Oversee compliance with federal and state regulations, including non-discrimination testing, IRS and DOL filings, and other government reporting. Ensure the organization meets all compliance deadlines and standards.
Team Leadership: Lead, mentor, and develop a team of pension administrators. Foster a collaborative environment that encourages professional growth and ensures high-quality service delivery.
Client Relations: Serve as the primary point of contact for key clients and stakeholders. Build and maintain strong relationships with clients, addressing complex issues and offering strategic guidance.
Reporting and Analysis: Direct the preparation and analysis of administrative reports and statements. Utilize data to drive improvements in plan administration and operational efficiency.
Process Improvement: Identify and implement best practices and process improvements to enhance the efficiency and effectiveness of pension administration functions.

Key Requirements:

Bachelor’s degree required; advanced degree preferred.
Minimum of ten years of pension administration experience with a proven track record in a leadership role.
Advanced knowledge of pension administration software and tools; ASC and FT Williams required. Microsoft Office suite proficiency required.
NIPA or ASPPA credentials required.

Benefits

An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 4% match

What You Should Know About Director, Retirement Plan Services, Earned

Are you ready to take the lead on retirement planning for some of the most dedicated professionals? Join Earned Wealth as the Director of Retirement Plan Services in San Francisco! At Earned, we're on a mission to be the ultimate financial partner for doctors and their families by providing comprehensive, tax-smart wealth-building solutions. As the Director of Retirement Plan Services, you'll play a crucial role in overseeing our pension plan administration, ensuring that both Defined Contribution and Defined Benefit plans are designed and implemented with our clients' best interests in mind. You’ll guide a talented team of pension administrators, ensuring they have the right tools and environment to thrive while upholding the highest compliance standards. Your insights will steer strategic decisions and improve processes, enabling our clients to achieve their financial goals. If you have a passion for leadership in pension administration and at least ten years of experience under your belt, this is the perfect opportunity to make a significant impact. With support from leading investors and the recent acquisition of Thomas Doll, we'll grow and innovate together. Ready to elevate the retirement experience for our clients while advancing your career? We can’t wait to meet you!

Frequently Asked Questions (FAQs) for Director, Retirement Plan Services Role at Earned

What are the responsibilities of the Director of Retirement Plan Services at Earned Wealth?

The Director of Retirement Plan Services at Earned Wealth is responsible for leading pension plan administration including both Defined Contribution and Defined Benefit plans. Key responsibilities include providing strategic oversight, ensuring regulatory compliance, managing and mentoring a team of pension administrators, building client relationships, directing reporting and analysis, and driving process improvements. This role is critical in aligning pension services with the organization's goals and enhancing the overall client experience.