Retirement Plan Advisor

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RSM is seeking a highly motivated Retirement Plan Advisor to join our growing Des Moines, IA office of RSM US Wealth Management LLC. This Director level role is a critical and integral role that will partner with advisors in RSM’s Central Region to sell and deliver comprehensive retirement plan advisory services to plan sponsors. 

Responsibilities include:

  • In partnership with advisors, approach current RSM clients to explain and offer retirement plan advisory services.
  • Work with advisors to deliver retirement plan advisory services such as:
    • Comprehensive and consistent fiduciary process (utilizing Retirment Plan Advisory Group [RPAG] fiduciary plan review and other vendor systems and tools)
    • Benchmarking and RFP services (primarily using RPAG B3 Provider Analysis tool)
    • Vendor relationship management
    • Retirement Plan Committee meetings
    • Participant education meetings
    • Plan design reviews
  • Present retirement plans to potential clients and promote utilization among participants
  • Transition participants and assist with account setup process
  • Serve as direct point of contact for corporate decision makers
  • Responsible for managing ongoing relationship with business
  • Create and spearhead business development process including sales strategy, lead generation, prospect management, value proposition/positioning, appointment setting and development of sales collateral
  • Meet activity, performance and profit objectives
  • Track activity and account progression using CRM tools
  • Submit reports as required
  • Participate in networking and professional development organizations related to the industry
  • Manage the Des Moines retirement plan team 

Basic Qualifications: 

  • Bachelor’s degree in a financial planning related field (business, tax, finance, or accounting)
  • 10+ years’ experience working with group retirement plans (401(k) primarily, but also with cash balance plans, 403(b), 409A, etc.)
  • Good communication skills for working with prospects, clients and team members
  • Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion 

Preferred Qualifications:

  • Extensive face-to-face client experience, particularly plan committee meetings, strongly preferred
  • Industry designations such as CRPS, QPFC, C(k)P, QPA, QKA, etc., and familiarity with RPAG systems and tools a plus
  • Work experience with both servicing and selling retirement plans
  • Basic knowledge of income taxes and effects of retirement plans on income taxes
  • Basic knowledge of investments
  • Advanced experience with Microsoft office
  • Excellent verbal and written communication skills
  • Demonstrated client service skills
  • Strong mathematical and analytical skills
  • Strong attention to detail, accuracy and problem solving skills
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
  • Self-motivated and possess a sense of urgency
  • Strong ethical and professional standards
  • Flexibility, adaptability and strong team orientation 
  • Ability to support the presentation of material to clients and prospective clients as part of a team

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req3858
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req3858
Location: Suite 640, 400 Locust Street, Des Moines, IA US
Region: Central Region
Job Category: Wealth Management
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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