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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan services, investment management, and compliance regulations while effectively building client relationships and delivering tailored retirement planning solutions. Proven leadership in mentoring team members and driving business development initiatives.
Highest-signal resume keywords
Retirement Plan ServicesSeries 65 LicenseC(k)P® DesignationInvestment ManagementMicrosoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan DesignInvestment Policy StatementsPlan ReviewsBusiness DevelopmentClient Relationship Management
Soft Skills
Communication SkillsProblem-Solving SkillsAttention to DetailTeam CollaborationPresentation Skills
Tools & Technologies
Microsoft Office SuiteFi360Plan Comparator
Certifications & Qualifications
Bachelor's DegreeSeries 65 LicenseC(k)P® Designation
Industry Keywords
Retirement IndustryFiduciary Risk MitigationInvestment OptionsCompliance RulesWealth Management
About the role
Key responsibilities & impact- Build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.
- Collaborate across wealth management, tax, and business advisory professionals.
- Deliver comprehensive retirement planning services for business owners and their employees.
- Grow and manage an assigned retirement plan services book of business.
- Educate Partners and colleagues on servicing retirement plans and the team's value proposition.
- Build and maintain client relationships by understanding needs and delivering targeted advice.
- Advise clients on retirement plan investments and deliver quarterly investment reports.
- Guide clients through the creation and management of Investment, Fee, and Education Policy Statements.
- Select, monitor, and replace investment options according to written Investment Policy Statements.
- Conduct comprehensive plan reviews and facilitate client meetings in-person or virtually.
- Organize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
- Drive new business development by acquiring new assets from existing and prospective clients.
- Demonstrate expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
- Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutions.
- Lead, mentor, and develop team members as a people manager within the RPS practice.
Requirements
What you’ll need- Bachelor's degree.
- 5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
- Series 65 license required.
- C(k)P® designation required, or commitment to obtain within one year of hire.
- Excellent knowledge of the retirement industry, providers, services, and investment options.
- Exceptional presentation, communication, listening, and interpersonal skills.
- Strong attention to detail and proven problem-solving capabilities.
- Demonstrated ability to manage multiple projects and priorities simultaneously.
- Proactive self-starter with strong critical thinking skills and initiative.
- Proven ability to work collaboratively in a team environment.
- Advanced proficiency in Microsoft Excel and Microsoft Office suite.
- Preferred: Experience with retirement industry software, including Fi360 and Plan Comparator.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Professional development resources and advancement opportunities
- Competitive compensation
- Work/life balance