Director, Retirement Plan Advisory Services en Clearstead Advisors LLC

Description

We are seeking an experienced and client-focused Director, Retirement Plan Advisory Services to lead strategic plan consulting and relationship management for a group of the firm’s retirement plan clients. This individual will play a key role in delivering high-level fiduciary guidance, plan design consultation, client service, and business development initiatives to help grow our retirement services practice.

This position offers work from home flexibility of up to 2 days per week after initial orientation period.

Key Responsibilities:

• Serve as the lead or supporting advisor for a wide range of retirement plan clients (e.g., 401(k), 403(b), and non-qualified plans).
• Provide strategic plan design consulting tailored to meet clients’ objectives and participant outcomes.
• Deliver ongoing fiduciary education, benchmarking, and regulatory updates to plan sponsors and committees.
• Develop investment policy, investment line-up, plan design and asset allocation modeling for purposes of achieving the highest standards of fiduciary excellence and results for the firm’s DC retirement plan sponsor clients
• Monitor and analyze investment performance for purposes of providing consultation and expert advice to clients
• Conduct comprehensive plan reviews including fiduciary initiatives, investment due diligence, plan benchmarking, and fee benchmarking.
• Collaborate with the firm’s Investment Office, record keepers, and third-party administrators (TPAs), among other partners, to deliver integrated client solutions.
• Provide summary analysis to other consultants
• Coordinate and finalize client meeting materials
• Review and finalize client quarterly evaluation reports 
• Contribute to business development efforts through sourcing, completing RFP responses and attending finalist presentations.
• Build and maintain strong client relationships through proactive communication, thought leadership, and consistent value delivery.
• Stay abreast of ERISA regulations, DOL updates, and industry trends to ensure compliance and innovation in client service.
• Represent the firm at conferences, webinars, and industry events as a subject matter expert.
• Conduct participant education in a variety of ways dependent upon client preferences.
• Other duties as assigned.

Requirements

Essential skills and experience:

• Master’s Degree, Retirement industry designations preferred
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation, or pursuit of a CFP or CFA designation, a plus 
• 5-10 years of investment-related experience
• 5-10 years of Client Relationship management experience
• Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
• Excellent interpersonal and communication skills, written and verbal
• General intellectual curiosity, especially about global capital markets
• Ability to conduct quantitative analysis with a critical eye
• In-depth understanding of quantitative statistics and methods used to evaluate investment managers along with ability to assess qualitative attributes
• Comfortable dealing with high-level decision makers
• High standards of quality, professionalism, and ethics
• Enjoy working in a team environment
• Committed to quality in every facet of the position
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from individuals from all diverse backgrounds. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.