Supporting 401(k) Producers with sales and customer service, the remote 401k Account Manager - Series 65 will manage client relationships, assist with plan data updates, and oversee the implementation of defined contribution plans in a full-time capacity. Key responsibilities Maintains ongoing client contact to address service issues and manage vendors Schedules and attends client meetings, preparing necessary materials and meeting minutes Assists with plan applications, document reviews, and participant enrollment meetings Required qualifications Bachelor's degree or equivalent combination of education and experience Three or more years of related work experience in 401k account management Understanding of retirement plan types and ERISA guidelines Valid Series 65 license required; securities license preferred Experience with small to mid-sized clients (less than 250 participants)