Director of Retirement Plan Services

At Prosperity An EisnerAmper Company you will be responsible for shaping and executing the strategic vision of our Retirement Plan Services practice. This role combines deep technical expertise business development leadership and operational ownership to deliver a scalable high-quality retirement plan offering across the firm.

You will operate at the intersection of client delivery advisor enablement and enterprise growthserving as the firms subject matter expert on retirement plans and a trusted partner to clients advisors and EisnerAmper stakeholders.

The Director of Retirement Plan Services is responsible for the end-to-end leadership growth and operational execution of Prosperitys retirement plan services business. This individual will own the strategy team leadership client delivery model and business development outcomes for the practice.

This is a highly visible client-facing role requiring the ability to drive organic growth close new business and establish Prosperity as the preferred retirement plan advisor across EisnerAmpers client base. The Director will serve as the firmwide expert in retirement plan advisory regulatory considerations and plan design strategy.

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top Places to Work awards

• We believe that great work is accomplished when cultures ideas and experiences come together to create new solutions

• We understand that embracing our differences is what unites us as a team and strengthens our foundation

• Showing up authentically is how we both as professionals and a Firm find inspiration to do our best work

• Define and execute the strategic vision and growth plan for Retirement Plan Services

• Drive new business development including sourcing presenting and closing retirement plan opportunities

• Serve as the firmwide subject matter expert on retirement plans fiduciary standards and regulatory considerations

• Lead complex client engagements including 401(k) defined benefit and cash balance plans

• Partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships

• Lead and develop the Retirement Plan Services team establishing clear accountability and performance standards

• Design and implement a scalable standardized service model across onboarding servicing and ongoing client support

• Ensure operational discipline data integrity and effective use of systems and reporting tools

• Oversee relationships with recordkeepers TPAs and external partners to ensure consistent service

• Bachelors degree in Finance Economics or related field.

• 10 years of experience in retirement plan advisory consulting or administration with deep expertise across 401(k) defined contribution defined benefit and cash balance plans with proven leadership experience managing and developing teams.

• Strong knowledge of ERISA fiduciary responsibilities and regulatory frameworks

• Demonstrated success in business development including closing new client relationships

• Relevant professional designations (e.g. AIF QKA CFP)

• Experience working within or alongside a CPA or professional services firm

• Experience building or scaling a retirement plan services practice

• Familiarity with retirement plan platforms and reporting systems

EisnerAmper is one of the largest accounting tax and business advisory firms employing approximately 450 partners and 4500 employees worldwide. We combine responsiveness with a long-range perspective to help clients address todays pressing issues and position them for future success.

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies as well as high net worth individuals family offices not-for-profit organizations and entrepreneurial ventures across various industries. We also collaborate with attorneys financial professionals bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate based on veteran or disability or any protected characteristics under federal state or local law.

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