iLocatum · 1 day ago
Manager of 401K Plan Administration and Implementation
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
3+ years expiLocatum is a firm specializing in 401(k) Prosperity® services, seeking a driven leader to manage their retirement plan services. The role involves serving existing clients, developing new relationships, and guiding clients on various aspects of retirement planning and compliance.
Staffing & Recruiting
Responsibilities
Lead and grow our 401(k) division while actively serving a select group of existing plan sponsor clients
Build strong relationships with business owners and decision-makers—and bring in new plan clients
Guide clients on plan design, fiduciary oversight, investment selection, participant engagement compliance, and governance
Conduct periodic client reviews, communicate evolving ERISA and DOL regulations, and deliver actionable insights
Collaborate with leadership on strategy, business development, operational efficiency, and branding
Maintain your industry certifications and our firm’s CEFEX® certification
Manage RFPs and plan benchmarking as needed
Help create a culture of excellence and accountability in retirement plan consulting
Qualification
Required
Bachelor's degree (Finance, Accounting, or related field)
3+ years of hands-on 401(k)/403(b) advisory experience
Designations such as AIF®, CRPS®, QKA®, QPFC® a plus
Series 7, 66, and insurance license (or ability to obtain shortly after hire)
Deep understanding of plan design, fiduciary standards, and retirement plan operations
Knowledge of CEFEX standards
Understanding industry tools such as RPAG or equivalent
Proven ability to win business and build client relationships
Clear, confident communication—written and verbal
High integrity, strong work ethic, and team-first mentality
Active involvement in your professional and local communities
Preferred
Bonus: CFP®, CPA, or advanced tax credentials
Benefits
Healthcare
Retirement
Paid education
Company
iLocatum
iLocatum is an executive search firm representing job openings in virtually every industry and job function across the country.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase