Retirement Solutions Specialist

Position Summary The Retirement Solutions Specialist (RSS) is a highly capable, detail-oriented professional who plays a central role in the delivery and execution of Retirement Solutions operations. This position partners closely with the Retirement Operations Manager, Billing and Reporting Lead, Director, and broader team to ensure the efficient management of client service, system processes, and platform operations. The RSS serves as a key contributor to the successful onboarding, maintenance, and servicing of retirement plans and associated accounts. This individual ensures timely, accurate communication across internal and external stakeholders while proactively addressing advisor, client, and team needs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Serve as a key point of contact for operational and service-related inquiries Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants Coordinate communication across advisors, clients, recordkeepers, and internal teams Manage team workflows, including shared inboxes and incoming requests, to meet service standards Oversee onboarding, conversion, and maintenance of retirement plan accounts Maintain accurate data across systems and ensure alignment between platforms Produce and distribute reporting while supporting billing processes and data accuracy Partner with internal teams and external vendors to resolve issues and improve service delivery Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach Identify and implement process improvements, contributing to efficiency and scalability Lead or support projects, training efforts, and team initiatives while maintaining internal resources Qualifications: Bachelor’s degree 1+ years of professional administrative experience, financial services preferred Proficiency in Microsoft Office and Windows-based systems Experience with CRM platforms, preferably Salesforce This position is a non-exempt position. The annualized base pay range for this role is expected to be between $53,000-$57,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-SA1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn . Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected] . For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

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