Director of Retirement Plan Investment Strategy jobs in United States
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Prime Capital Financial · 4 months ago

Director of Retirement Plan Investment Strategy

positionLeawood, KS
timeFull-time
remoteOnsite
seniorityLead/Staff, Director/Executive
date5+ years exp

Prime Capital Financial is seeking a Director of Retirement Plan Investment Strategy to lead institutional investment oversight for qualified retirement plans. This role involves overseeing fund menu design, asset class coverage, and managing participant engagement to drive measurable outcomes in plan health and new business wins.

Asset ManagementFinanceFinancial ServicesWealth Management

Responsibilities

Own the retirement plan investment strategy process at PCF by overseeing fund menu design, asset class coverage, peer benchmarking, and 3(38) manager oversight across CITs, models, and Advisor Managed Accounts
Drive participant-first success by aligning managed account structures and financial wellness solutions with age-based risk modeling, capital market assumptions, and engagement goals
Serve as a lead investment voice in finalist presentations, plan reviews, and advisor enablement, translating macroeconomic views and portfolio positioning into actionable insights
Monitor plan-level performance, attribution, and tracking error, and maintain institutional-grade governance and documentation standards across all qualified plan investment offerings

Qualification

Retirement plan investmentsInstitutional investment consultingMacroeconomicsCFACIMAExcel proficiencySalesforce proficiencyMorningstar Direct proficiencyCommunication skillsAttention to detailWork ethic

Required

Bachelor's degree in finance, economics, or related field
5+ years of experience in retirement plan investments, institutional investment consulting, or multi-asset portfolio management
Working knowledge of ERISA, CIT structures, 3(21) and 3(38) fiduciary roles, and retirement recordkeeping platforms
Strong grasp of macroeconomics, capital markets, and portfolio construction
Experience presenting investment insights to advisors, consultants, or plan sponsors
Proficiency with Excel, Salesforce, Morningstar Direct; familiarity with model mapping, portfolio analytics, and CRM workflows
Series 65 or ability to obtain upon hire
Excellent verbal and written communication skills
High quality of work standards and attention to detail
Strong work ethic, internal motivation, and ability to learn new skills and competencies

Preferred

CFA, CIMA, or progress toward designation
Familiarity with model mapping, portfolio analytics, and CRM workflows

Benefits

Strong Base Compensation
Competitive Variable Compensation
Competitive Benefits Package

Company

Prime Capital Financial

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Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.
dateFounded in 2017
location
Overland Park, Kansas, USA
people-size201-500 employees
web-link
https://pciawealth.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
ABRY Partners
2023-07-12Private Equity

Leadership Team

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Jania Stout
President, Financial Advisor
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Recent News

Morningstar.com
Prime Capital Financial Announces Jason Gerber and Marco Osorio Named Best Financial Advisors by Arkansas Money & Politics
2025-09-30
Business Wire
Prime Capital Financial Aligns with Sugarloaf Wealth Management
2025-02-10
Prime Capital Investment Advisors Forges Strategic Partnership with Abry Partners
2025-01-31
Company data provided by crunchbase