Retirement Plan Support Specialist

UMB Bank

Retirement Plan Support Specialist responsible for supporting Retirement Plan Advisors team. Preparing analyses, proposals, and managing client interactions with a focus on retirement plans.

Posted 4/16/2026full-timeDubuque • Iowa, Montana, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $57,760 - $124,170 per yearWebsite

About the role

Key responsibilities & impact

Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons.
Provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests.
Responsible for the overall customer experience of the virtual education websites; ensuring ease of use and access, up-to-date information, and branding.
Analyze target markets and identify potential new business opportunities.
Maintain benchmarking software (FI360) by reviewing, updating, and inputting competitor performance and fee information.
Assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships.
Provide timely updates and maintain accurate information in the customer relationship management (CRM) system.
Support meeting preparation, sales events, travel, and expense reimbursements as needed.
Help onboard new Advisors / retirement staff and updates onboarding materials and handbook for training where applicable.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s Business Administration/Management, Economics, or Finance
3-5 years within the financial services industry
Proficient in using the Microsoft Office, particularly Excel, PowerPoint and Adobe suite
Detail oriented with a high level of accuracy
Understanding of financial services products, particularly related to retirement plans and investment products and services
Solid analytical and problem-solving skills
Excellent organizational and time management skills
Excellent interpersonal skills

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysispricing analysisbenchmarkingfee processinginvoice creationdata interpretationanalytical skillsproblem-solving

Soft Skills

detail orientedorganizational skillstime managementinterpersonal skillscustomer experience management

Certifications

Bachelor’s in Business AdministrationBachelor’s in ManagementBachelor’s in EconomicsBachelor’s in Finance