This job has expired

Defined Contribution Plan Manager - Financial Planner

Employer
Boston Wealth Management, LLC
Location
286 Boston Post Rd, Wayland, MA 01778
Salary
Up to $100k per year, plus 401(k) plan with Safe Harbor match and profit sharing
Closing date
Jun 22, 2022

View more

Job Role
Manager
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

Boston Wealth Management, LLC (BWM) is a leading independent Investment Advisor seeking to employ an experienced, innovative individual with an entrepreneurial mindset to oversee and lead our company’s  defined contribution business.

 

The Defined Contribution (DC) Plan Manager is responsible for overall management and oversight of the administrative, operational, and communication functions of the DCP department. The DC Plan Manager oversees and is primarily responsible for ensuring that it is executing its fiduciary role for the Plan Sponsor and participants. It includes performing the following core duties:


 

 

  • Staying abreast of all regulatory updates including DOL Fiduciary Rules. Providing analysis and  recommendations regarding a variety of process, plan design, compliance, and administrative matters. Developing forward-thinking  engagement initiatives to drive ongoing improvements in participant participation and outcomes. Conducting annual participant education meetings. Leading annual plan review meetings with plan sponsors. Fielding questions and resolving issues related to the 401(k) plan from sponsors, participants, and related service providers.

 

 

The ideal candidate will have:

 

  • A minimum of 3 years 401(k) administration experience. An in-depth understanding of Defined Contribution Plan Design, familiarity with Defined Benefit Plans a plus. Strong presentation skills. Proficiency using Microsoft Office. An intermediate to advanced knowledge of Microsoft Excel and/or a willingness  to participate in an excel classes to improve skills. Familiar with CRM systems (Salesforce preferred). Experience using financial reporting software

 

A CFP® with experience in personal financial planning a plus.

 

If interested, please contact Christine Theroux, CFP, CPFA

 

phone: 508.276.1098 (ext. 31)

 

email:  ctheroux@bostonwealthmgt.com

 

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert