Senior 401(k) Specialist
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
23 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
As our 401(k) Specialist you will play a crucial role in supporting our financial advisors with their 401(k) needs. Youll work at the intersection of technology and retirement solutions helping to revolutionize how companies and their employees navigate retirement planning. This role offers the opportunity to help shape the expansion of Farthers 401k services to best serve our advisors and clients.
Your Impact
- Conduct regular meetings and reviews with plan sponsors to ensure the effective operation of the 401(k) plan and discuss any changes in regulations or plan enhancements.
- Coordinate educational seminars webinars and one-on-one consultations to help participants understand their 401(k) benefits and retirement savings strategies as needed.
- Generate and review regular plan reports including performance contribution status and participant enrollment data.
- Maintain accurate and up-to-date records of all plan documentation communications and transactions.
- Prepare and present reports for plan sponsors providing key insights and recommendations for plan improvements or compliance needs
- Work closely with the investment committee and plan sponsors to ensure the investment lineup aligns with the overall goals of the 401(k) plan.
- Assist in the design implementation and ongoing management of new 401(k) plans for advisors.
- Partner closely with Farther Institutional to identify and respond to active RFPs assist in investment recommendations and build committee presentations.
- Build maintain and improve clear processes and timelines for all 401(k) work.
- Serve as the primary point of contact for advisors regarding their 401(k) plan questions
The Ideal Match
- Executive level presentation skills comfortable speaking to individuals or large groups with an informative polish presentation
- 10 years in the wealth management industry
- 5 years working with 401k plan management
- Track record of managing multiple client relationships
- Strong analytical skills with attention to detail
- Tech-savvy with experience in retirement plan platforms
- Excellence in cross-functional collaboration and communication
Bonus Points
- Certified Retirement Plan Specialist (CRPS) or other relevant certifications preferred but not required.
- Experience with financial technology or startup environments
- Knowledge of modern retirement plan design trends
- Background in participant education and financial wellness
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management Lets talk!
Ready to disrupt wealth management Lets talk!
Required Experience:
Senior IC
Key Skills
- Computer Hardware
- Mac Os
- Manufacturing & Controls
- Root cause Analysis
- Windows
- Customer Support
- Remote Access Software
- Operating Systems
- Encryption
- Remedy
- Chemistry
- Cerner
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
