Lead, Retirement Services

Job Description

Lead, Retirement Services

P3

Summary/objective

The Lead, Retirement Services plays a critical role in driving the success of isolved's Retirement Services offerings. This individual is responsible for consulting with clients on retirement plan solutions while serving as a peer mentor and point of contact within the Retirement Services team. As a trusted advisor and Lead, this role supports strategic growth initiatives, fosters collaboration across departments, and helps identify opportunities to enhance client satisfaction and retention through integrated retirement planning solutions. The Lead, Retirement Services contributes to the overall success of isolved's Retirement Services strategy by actively advancing our Retirement Services both internally and externally.

Core Job Duties

• Develop and maintain a strong understanding of isolved's Retirement Services solutions, including product features and market positioning
• Conduct consultative client engagements to assess retirement planning needs and align isolved solutions to business goals
• Support team members through training, mentorship, and process guidance
• Act as a liaison for Retirement Services within the Retirement Services team and other internal stakeholders
• Serve as point of contact for escalations and complex client questions related to retirement plans
• Analyze client feedback and sales performance to inform recommendations and future strategy
• Drive upsell and cross-sell opportunities while ensuring a high-quality client experience
• Coordinate with operations and implementation teams to ensure seamless delivery of retirement solutions
• Participate in strategic planning sessions and contribute insights on market trends and team development
• On a weekly basis, coach 2-3 Retirement Specialists on sales strategy, approach, value proposition, etc.
• Actively participate in interview process for Retirement Services candidates

Job Complexity

Has substantial understanding of the job and contributes to the development of concepts and techniques. Applies knowledge and skills to complete complex tasks in creative and effective ways.

Interaction

Consistently works on complex assignments requiring independent action and a high degree of initiative to resolve issues. Makes recommendations for new procedures.

Supervision

Acts independently to determine methods and procedures on new assignments. Exercises initiative and judgement in completing recurring assignments. Often acts as a facilitator and Leader.

Experience

Typically requires a minimum of 6+ years of related experience.

Scope

N/A

Discretion

N/A

Minimum Qualifications

• High school diploma or equivalent required; bachelor's degree in business, human resources, finance, or related field preferred
• 3-5 years of experience in retirement services, benefits sales, financial services, or HCM solutions
• Proven ability to manage client relationships and navigate complex sales cycles
• Strong communication and presentation skills, with the ability to educate clients on technical solutions
• Experience mentoring peers and contributing to team success through informal Leadership
• Familiarity with retirement industry regulations, trends, and best practices
• Proficiency with CRM systems and sales tracking tools
• Collaborative mindset with a strong sense of ownership and accountability

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

US - Remote

Effective Date

05/22/2025

Internal Job Title

Lead, Retirement Services

About isolved

isolved is an employee experience Leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

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