Reference Number: MHH7799
Location: Pittsburgh, Pennsylvania

Judson Group is proud to partner with a leading wealth management firm in Pittsburgh to identify a Retirement Plan Specialist who is passionate about helping plan sponsors and participants thrive. This is an opportunity to join a high-performing team, strengthen client relationships, and contribute to the success of a respected, growing organization.

Why You’ll Love This Role

• Your expertise directly supports both plan sponsors and participants, shaping better retirement outcomes and financial confidence.
• You’ll partner closely with advisors, leadership, and clients, becoming a trusted resource across multiple business functions.
• From analytics to client communication to education and marketing initiatives, this role offers a dynamic mix of responsibilities.
• You’ll gain exposure to complex plan structures, cutting-edge financial wellness strategies, and opportunities to expand your career within a nationally recognized firm.
• Join a collaborative environment that values responsiveness, precision, and high-touch service.

What You’ll Be Doing:

• Review client fees, service provider contracts, RFPs, and proposals.
• Run quarterly investment monitoring reports and troubleshoot data feed issues.
• Conduct annual share-class reviews to identify cost-efficient fund options.
• Analyze participant data for plan sponsor support, including retirement readiness studies and plan design evaluations.
• Assist advisors with meeting prep by reviewing reports, recordkeeping data, and service records.
• Maintain a digital fiduciary file to support audit readiness.
• Prepare internal sales and service reporting for tracking and analysis.
• Create comprehensive annual service reviews summarizing all services delivered.
• Communicate professionally with clients, consistently delivering high-touch, responsive service.
• Develop engaging, participant-facing educational materials.
• Maintain Venrollment education websites.
• Coordinate participant education sessions, financial wellness presentations, and related events.
• Build detailed, forward-looking service calendars to align with firm commitments and anticipated projects.
• Complete RFPs for new plan opportunities.
• Create and execute email campaigns.
• Support development of marketing materials, client-facing content, award submissions, and webinars.

What We’re Looking For:

• Bachelor’s Degree.
• Series 65 (or comparable license).
• 3+ years of experience in financial services or an RIA firm, ideally supporting HNW clients.
• Strong working knowledge of ERISA, DOL standards, and current retirement plan legislation.
• Direct experience with retirement plans or retirement plan consulting.
• Excellent technology skills along with clear, confident communication and presentation abilities.
• Self-motivated, proactive, and able to work independently with strong attention to detail.

Compensation & Benefits:

• Competitive base salary.
• Comprehensive benefits package.
• Strong training and professional development opportunities.

Reference Number: MHH7799
Location: Pittsburgh, Pennsylvania