QUALIFICATIONS:

· Bachelor’s degree in finance, human resources, or related field
· Previous industry experience in Retirement Plan Services
· Previous experience supervising a department and managing employees
· Bold vision for department creation
· Demonstrated ability to execute a plan
Job Type: Full Time, Exempt
Salary: Negotiable, based on experience and education
Reports To: Chief Operating Officer
Work Location: Greater Pittsburgh Region

· Network with individuals in the region to facilitate the growth of Confluence’s Retirement Plan Services division
· Regularly achieve sales growth goals for the department as set by firm management
· Directly supervise Client Service Associates assigned to the Retirement Plan Services department
· Foster positive working relationships with all members of the Retirement Plan Service community, including employers, recordkeepers, TPAs, and others
· Coordinate education session for individual 401(k) clients
· Facilitate the servicing of the 401(k) plans, either directly, or indirectly through assignments to other members of the team
· Function as an asset to the Wealth Managers within the firm regarding Retirement Planning
· Other duties as assigned