Senior Retirement Plan Consultant

Viable is a concierge-level financial planning and investment advisory firm serving high-net-worth and ultra-high-net-worth clients. Our team provides strategic guidance across wealth management, retirement plans, and insurance, with a focus on clarity, trust, and exceptional client service.

We are expanding our retirement plan advisory practice and seeking a Director of Retirement Plan Services to lead service delivery, build strong sponsor and participant relationships, and help us grow this important business line.

The Director of Retirement Plan Services will:

• Lead fiduciary advisory services for employer-sponsored retirement plans (401(k), Defined Benefit, etc.)
• Work directly with plan sponsors to clarify objectives, benchmark and select vendors, and guide decision-making
• Serve as a primary point of contact for participants, delivering education scaled to their level of sophistication
• Collaborate with firm partners to transition service responsibilities, while escalating complex strategy discussions as needed
• Coordinate with internal staff to design and implement SOPs and workflows for the retirement plan business
• Identify and pursue opportunities to cross-sell Viable’s financial planning, investment advisory, and insurance solutions

• Conduct annual and periodic plan reviews with sponsors, using structured fiduciary frameworks (e.g., Fi360 methodology)
• Develop and execute a repeatable process for vendor selection, benchmarking, and investment lineup monitoring
• Deliver participant education sessions and provide individualized guidance where appropriate
• Manage day-to-day plan service inquiries, ensuring timely and accurate resolution
• Partner with operations to build scalable systems and workflows for the retirement plan business
• Support business development efforts, including prospect meetings and relationship building in the region
• Maintain compliance with ERISA, DOL, SEC, and related regulations

• Active (or willing to obtain)
  Series 65 license (required)
• Minimum 5 years of experience in retirement planning advisory or fiduciary consulting
• Strong understanding of plan sponsor needs, recordkeeping/administration dynamics, and fiduciary best practices
• Exceptional communication skills — able to engage both executive sponsors and diverse participant groups
• Highly organized with the ability to balance technical detail and relationship management
• Certifications preferred but not required:
  CPFA, AIF®, QKA, CFP®
• Residency in Eastern PA, Central or Northern NJ with willingness to travel regularly to client sites

At Viable, we’re not a traditional advisory firm. We take a financial advocacy approach , guiding business owners through every aspect of their financial lives — personal wealth, business planning, retirement plans, and insurance. Our “Discover, Design, Deploy” process ensures systematic, consistent delivery across all client relationships.

For the right candidate, this means:

• Access to a pipeline of successful business-owner clients who need retirement plan expertise
• The ability to contribute within a team-based, process-driven environment where roles are clearly defined
• A growth platform with opportunities for cross-selling, revenue sharing, and long-term career progression

You are a seasoned retirement plan advisor who blends technical expertise with relationship-building skills. You’re energized by sitting across from business owners and guiding them through complex plan decisions — but equally comfortable running a participant education session or collaborating with internal staff to improve workflows. You bring a fiduciary mindset, entrepreneurial drive, and a passion for helping organizations and individuals succeed through retirement planning.