Retirement Plan Coordinator, Consultant
Gatewood Wealth Solutions
full-time
Posted on:
Location Type: Hybrid
Location: Brentwood • Montana • United States
Visit company websiteExplore more
About the role
- Partner with consultants, advisors, and the Investment Committee to deliver fiduciary oversight, plan governance, and strategic consulting.
- Prepare and participate in client meetings, including fiduciary reviews, benchmarking, compliance discussions, and participant education sessions.
- Manage meeting logistics, take detailed notes, track follow-up items, and ensure accountability across internal and external partners.
- Develop deep understanding of plan design, ERISA compliance, and recordkeeping operations.
- Leverage retirement plan tools and reporting systems to generate insights, performance metrics, and benchmarking analyses.
- Support contribution updates, distributions, and amendments while ensuring accuracy and compliance.
- Identify process improvements and efficiencies that enhance client and participant experiences.
- Partner with the firm’s Tax & Accounting and Wealth Planning teams to integrate plan design and tax strategies.
- Assist in business development efforts, RFPs, and relationship management activities.
- Actively contribute to business development initiatives — including proposal preparation, prospect meetings, and relationship-building with centers of influence (COIs).
- Embrace technology, including AI and automation tools, to enhance deliverables and operational efficiency.
- Participate in special projects that expand your skills and understanding of institutional advisory work.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or related field
- 0-3 years of experience in financial services, retirement plans, or related support roles
- Familiarity with ERISA, plan design, or recordkeeping a plus
- Series 65/66 licensing and additional retirement-related designation encouraged (firm-sponsored if you don’t already hold)
- Interest in developing client relationship and business development skills over time
- 3–7+ years of experience in retirement plan consulting, recordkeeping, or institutional advisory
- Series 65/66 required or obtainable within 6 months
- CPFA, AIF®, QKA, or CFP® designation preferred
- Proven ability to manage and advise on qualified retirement plans.
- Demonstrated ability to build and nurture professional relationships
- prospect new clients
- and participate confidently in business development and sales conversations.
Benefits
- Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation
- Gatewood Wealth Solutions pays 100% of a team member’s health insurance
- life insurance
- short and long-term disability insurance
- offers a partially funded HSA option.
- Additional benefits include a company match 401(k) plan
- education reimbursement
- voluntary dental
- and vision insurances.
- GWS offers 8 weeks paid maternity
- paternity leave for the primary caregiver
- and 2 weeks for the secondary
- tenure based Paid Time Off
- and part-time remote work opportunities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fiduciary oversightplan governancestrategic consultingERISA compliancerecordkeeping operationsperformance metricsbenchmarking analysesprocess improvementsbusiness developmentrelationship management
Soft skills
client relationship developmentcommunicationaccountabilityorganizational skillsrelationship-buildingteam collaborationproblem-solvingattention to detailadaptabilityinitiative
Certifications
Bachelor’s degreeSeries 65Series 66CPFAAIF®QKACFP®