Retirement Services SpecialistLocation: Denver, CO (In-Office)
Job Type: Full-Time Exempt
Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills*
Applications should be submitted for consideration no later than 07/31/2026.
Who We're Looking ForYou're a relationship-driven retirement services professional with strong technical expertise and a passion for delivering exceptional client experiences. You thrive managing complex retirement plans, navigating regulatory requirements, and partnering with clients to support their long-term goals. You are detail-oriented, proactive, and comfortable working in a fast-paced, client-focused environment.
About the RoleThe Retirement Services Specialist serves as a key relationship manager supporting a portfolio of employer-sponsored retirement plans. This role is responsible for coordinating plan operations, ensuring compliance with ERISA/IRS regulatory requirements, and delivering high-quality service to clients and their employees.
What You'll Do- Manage 25-35 client relationships (AUM $1 - $75 million) within our Retirement Services team. This includes serving as the primary day-to-day employer contact, communicating with a variety of external partners, and assuming ownership for creating and maintaining successful working relationships.
- Overall coordination responsibility for the plan's operation to ensure work performed is in compliance with governmental and/or plan document requirements, and meets quality standards.
- Lead client investment committee meetings
- Review materials for their client's meetings and create meeting minutes.
- Create fee benchmarking and Request for Proposals for clients.
- Review the plan design annually
- Develop and lead group and 1:1 education meetings for their clients as well as SVP RM III's clients.
- Manage and resolve difficult administration and servicing issues; errors, corrections, etc.
- Build and maintain knowledge on vendor products and features, processes and procedures and industry/regulatory changes.
- Manage fund changes for all Retirement Services clients.
- Update client assets in investment analytics databases, pull quarterly fund commentary and update industry trends materials.
- Assist in developing fee and service proposals for all prospects.
What You Bring- Bachelor's degree in Business, Finance, or related field.
- 5-7 years of retirement services or institutional relationship management experience.
- Strong knowledge of ERISA, IRS regulations, and retirement plan operations.
- Experience managing client relationships and leading meetings.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and presentation abilities.
- Ability to work independently and collaboratively.
What We Offer- Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
Region A Pay Range
Pay Range
$77,000-$108,000 USD
