Director, Retirement Services

Retirement Services Director

We are seeking an innovative, customer-focused leader to serve as our Retirement Services Director. The ideal candidate will have a proven track record supporting financial advisors, record keepers, and TPAs with complex retirement needs. This leader will oversee a high-performing team, and partner record keepers, ensuring advisor issues are resolved promptly and accurately. With a relentless drive for continuous improvement, the Retirement Services Director will champion process enhancements, deliver rapid and fair solutions to record keeper challenges. Building strong relationships across direct reports, advisors, cross-functional teams, and strategic partners is essential. The Director will execute a robust people engagement strategy—coaching, developing, and empowering the team to consistently achieve key performance indicators and deliver exceptional service.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Responsibilities:

• Strategic Leadership.
• Shape and communicate a compelling vision for the retirement services function.
• Independently lead change initiatives that elevate service delivery and client satisfaction.
• Monitor and report key performance indicators to ensure strategic alignment.
• Consistently achieve and exceed key performance indicators by driving process improvements, fostering team accountability and ensuring exceptional client outcomes.
• Oversee and manage record keeper and custodial relationships to ensure advisors have an exceptional experience.
• Resolve client issues swiftly and fairly, ensuring long-term satisfaction.
• Inspire and motivate a multi-generational workforce, fostering inclusion and collaboration.
• Build trust and resilience within the team, promoting a culture of excellence and integrity.
• Develop talent through coaching, feedback, and growth opportunities.
• Influence across boundaries to align diverse perspectives and drive enterprise-wide impact.

Knowledge, Skills, Abilities:

• Proven experience in retirement plan administration (401(k), 403(b), SIMPLE IRA, Solo(k), Defined Benefit plans.
• Demonstrated success in leading high-performing teams and shaping organizational culture.
• Demonstrated willingness and capability to dive deep into service and operational details, proactively addressing daily challenges.
• Strong relationship-building and stakeholder management skills.
• Expertise in working with recordkeepers, TPAs, financial advisors, and plan participants.
• Strategic thinker with a hands-on approach to problem-solving and execution.
• 5-years' progressive leadership experience in retirement services, with a proven track record of directly partnering with financial advisors, recordkeepers and TPAs to deliver exceptional outcomes.

Preferred Traits & Competencies:

• Inspirational communicator with clarity and authenticity.
• Bold, transformative leader with a customer-first mindset.
• Skilled in change management, talent development, and innovation.
• Emotionally intelligent and resilient under pressure.
• Operates with integrity, excellence, and respect in all interactions.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that's through compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.

• Flex Time Off (Take what you need)
• 10 days Sick/Mental Health Days
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution
• Volunteer Day
• Career Development / Recognition

Compensation: The Base Salary range for this position is between $130,000-$150,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.