Director, Retirement Plan Services Job at Earned, San Francisco, CA

aVhiVU40N0p2bUx1dGtnY1dwZFN0THQ1bHc9PQ==
  • Earned
  • San Francisco, CA

Job Description

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

Compensation

$160K – $185K • Offers Bonus • up to 20%

At Earned Wealth, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. Base salary is market-driven at the time of offer and is based on market data for this role and companies at our stage. It is determined by a few factors, including your skills, prior relevant experience, quality of interviews, geographic location, and leveling.

Job Tags

Similar Jobs

NP Now

Hematologist / Oncologist -$650,000 Job at NP Now

 ...Comprehensive Community Hospital is looking to hire a Hematologist Oncologist to work in North Central MT! Join a collaborative and diplomatic team that provides expert care in a nurturing environment! Hematologist Oncologist Benefits and Features : ~$650,0... 

Apex Windows and Bath Accessories, A.C.C.

Window and Bath Installer Job at Apex Windows and Bath Accessories, A.C.C.

 ...Apex Windows and Bath Accessories, ACC has been the industry leader in providing quality bath accessories, mirrors, shower doors, windows, and more to builders in southern Arizona for over...  ...looking for Window and Bath Pack Installers to begin installing out of our Tucson... 

EPAM Systems, Inc.

Senior Content Editor Job at EPAM Systems, Inc.

 ...colleagues from EPAM's global tech communities ~ English language courses ~25 days holiday per annum ~5 days of sick leave without medical certification ~ Private health insurance for employees and discount for private health insurance for family members ~ Discount... 

MedConnect

Diagnostic Radiologist (Locums) Job at MedConnect

Duration : Immediate ongoing Board Certification : Board Certified Schedule : Monday-Friday 8AM-5PM no call, no weekend Shifts : Minimum 5 shifts per month Setting : Inpatient Privileges : 120 days Temps: Available for clean file and ...

Metaverse Game Studios

Gameplay Animator (Europe - MENA) Job at Metaverse Game Studios

 ...great team-player attitude! We're looking for someone who loves animation! PLEASE APPLY IF ONLY YOU ARE INTERESTED IN A FULL TIME POSITION...  ...knowledge is a plus. Exemplary skills in keyframe stylized 3D animation. Exceptional knowledge of how to create and maintain...