Location: Hybrid/Travel Required - Troy, Michigan
About: Vertrix Wealth Management LLC is a growing independent wealth management firm dedicated to delivering exceptional financial guidance and personalized service to businesses, retirement plan sponsors, and individual clients. We pride ourselves on building long-term relationships through expertise, integrity, and outstanding client care.
As we continue to expand our retirement plan division, we are seeking an experienced Director of Retirement Plans to serve our existing corporate retirement plan clients and their employees.
Position Summary: The Director of Retirement Plans serves as the primary relationship manager for plan participants in employer-sponsored retirement plans, including 401(k) plans. This individual will lead participant education, conduct enrollment and investment meetings, coordinate plan communications, and work closely with plan sponsors to ensure exceptional service and ongoing support.
This is a client-facing role requiring excellent communication skills, strong organizational abilities, and a passion for helping participants prepare for retirement.
Responsibilities:
- Serve as the primary consultant for assigned retirement plan participants.
- Conduct employee education meetings, enrollment meetings, and one-on-one participant consultations.
- Present confidently to groups of all sizes, both in person and virtually.
- Build and maintain strong relationships with plan sponsors and participants.
- Coordinate participant communications, educational campaigns, and required mailings.
- Work closely with internal operations staff to ensure accurate and timely processing of retirement plan requests.
- Travel to client locations for meetings, education sessions, and annual reviews.
- Maintain detailed records and follow established compliance procedures.
- Identify opportunities to enhance client relationships through additional retirement planning and wealth management services.
Qualifications:
Required
- Active Series 65 license.
- Outstanding presentation and public speaking skills.
- Comfortable leading educational meetings for groups ranging from a few employees to several hundred participants.
- Strong interpersonal and relationship-building skills.
- Exceptional attention to detail and organizational abilities.
- Friendly, professional, and client-focused demeanor.
- Willingness to travel regularly to client locations.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office and CRM systems.
Preferred
- Experience working in an RIA or retirement plan consulting environment.
- Knowledge of ERISA and qualified retirement plans.
What We're Looking For: The ideal candidate is someone who genuinely enjoys helping people make informed financial decisions. They are confident presenting to large groups, thrive in a client-facing environment, and understand that exceptional service is the foundation of lasting client relationships.
If you are organized, personable, proactive, and passionate about retirement planning, we'd love to hear from you.
Why Vertrix?
- Established and growing independent wealth management firm.
- Opportunity to work with an existing book of retirement plan clients.
- Collaborative and supportive team environment.
- Competitive compensation and benefits.
- Professional development and career growth opportunities.
- Meaningful work helping employers and employees prepare for financial success.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Troy, MI 48083
