Position
This role is responsible for supporting existing client relationships and serving as a trusted resource for plan participants. This includes delivering employee financial education programs in both in-person and virtual settings, ensuring participants have access to valuable guidance and resources. The role will also help develop and execute participant engagement strategies while communicating Strategic’s individual wealth management services and solutions.
As part of this responsibility, the role will identify qualified wealth management opportunities within the participant population and facilitate introductions to Strategic’s Wealth Management Advisors when appropriate and in their best interest. The role is intended to create a natural connection between the retirement plan relationship and Strategic’sbroader financial planning and wealth management capabilities, while ensuring participants receive the appropriate resources and guidance based on their individual needs.
Core Responsibilities
• Primary focus is supporting the day-to-day management and service of existing client relationships.
•Schedule, prepare for, and participate in client and participant meetings with the Diamond Team.
•Coordinate and help shape the client and participant service experience, ensuring commitments and follow-up are handled timely and effectively.
•Coordinate plan administration and service-related tasks with external partners, including TPAs, CPAs, recordkeepers, and other service providers.
•Escalate participant and plan sponsor issues to the plan’s Senior or Lead Advisor as appropriate.
•Develop subject matter expertise in recordkeeper systems from both the participant and plan sponsor perspectives.
•Assist with plan onboarding, conversions, ongoing administration, and participant related follow-up.
•Coordinate and deliver participant education and enrollment materials for both individual and group settings.
•Identify participants and clients who may benefit from additional investment management, financial planning, or wealth management services.
•Facilitate introductions to Strategic’sWealth Management Advisors for participants seeking more comprehensive planning or investment support, when appropriate and in their best interest.
•Serve as a resource to participants by helping connect them with the appropriate Strategic resources and solutions based on their individual financial needs.
Education
•Bachelor’s degree requirement, industry specific or other technical training, a plus
•FINRA Series 65: required within first 12 months.
•An industry credential will be required within 18 months:
•CPFA (Certified Plan Fiduciary Advisor), ABFP (Accredited Behavioral Finance Professional), WMS (Wealth Management Specialist) or similar approved certification.
Professional Experience
•1–3+ years of professional experience in Financial Services, Investments, Retirement Plan Administration, Insurance, Payroll, Employee Benefits, or a related field is preferred but not required.
•Prior sales, business development, or relationship-building experience is preferred, particularly in a role that involved identifying needs, engaging clients or customers, and developing opportunities for additional services.
•Experience in retail, marketing, or other client-facing environments is valuable and may provide relevant experience in relationship development, communication, and identifying client needs.
•Prior Retirement Plan experience is desirable, including experience with plan administration, recordkeeping, participant education, or employee benefits.
Values: Serve, Grow, Live
• Believes in Strategic’s purpose, vision and values
• Attention to detail, rigorous work ethic, humble attitude
• Passionate about helping people
• Continually exhibits personal integrity and personal initiative
• Demonstrated ability to improve productivity
• Reliable, follows through on commitments, does not shrink from new challenges
• Organized, able to multitask and work independently when needed
• Ability to collaborate and work effectively with others
• Flexible team player who is highly adaptable to change and open to innovative ideas
• Demonstrated ability to work successfully in an entrepreneurial environment
BASE SALARY RANGE: $62,000-$82,500 plus performance-based compensation
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
