8a3b93ee4a328d30014a40d461db14a5
The Senior Retirement Plan Advisor serves as the primary advisor for employer-sponsored retirement plans, providing strategic guidance on plan governance, investments, and design to improve participant outcomes. This role involves conducting fiduciary committee meetings, delivering investment consulting, and engaging with business owners and plan committees to build trusted relationships. The position focuses on delivering sophisticated consulting services in a consultative environment that prioritizes client service and expertise over sales quotas.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for 8a3b93ee4a328d30014a40d461db14a5.
8a3b93ee4a328d30014a40d461db14a5 didn’t post a salary, so this is our estimate from similar listings.
10% below the average for this role