Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
Act as the primary liaison, building strong relationships with clients, investment managers, and ... Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable. * Familiarity ...
... M systems Professional designations (AIF, CRPS, QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and development. Our core ...
... M systems Professional designations (AIF, CRPS, QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and development. Our core ...
... and CRM systems • Professional designations (AIF ® , CRPS ® , QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and ...
... and CRM systems • Professional designations (AIF ® , CRPS ® , QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and ...
Retirement Plan Service Consultant
WI · On-site
... and CRM systems • Professional designations (AIF ® , CRPS ® , QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and ...
Retirement Plan Service Consultant
WI · On-site
... and CRM systems • Professional designations (AIF ® , CRPS ® , QKA) preferred Culture and Core Values KerberRose offers a supportive and professional environment with a focus on growth and ...
Senior ESOP Administration Consultant
Appleton, WI · On-site +1
$80K - $145K/yr
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
Senior ESOP Administration Consultant
Appleton, WI · On-site +1
$80K - $145K/yr
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
Quick apply
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
Senior ESOP Administration Consultant
Appleton, WI · On-site +1
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
Senior ESOP Administration Consultant
Appleton, WI · On-site +1
QPA or QKA certification preferred or in progress * Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word * Excellent communication, time management, and problem-solving skills
Manager Qka information
What is the difference between Manager Qka vs Supervisor Qka?
| Aspect | Manager Qka | Supervisor Qka |
|---|---|---|
| Responsibilities | Oversees multiple teams, strategic planning, decision-making | Supervises daily operations, team management, task delegation |
| Required Credentials | Typically requires a bachelor's degree, leadership experience | Often requires relevant experience, sometimes certifications |
| Work Environment | Office setting, managerial meetings, planning sessions | On-site supervision, direct team interaction |
| Industry Usage | Common in corporate, manufacturing, and service sectors | Common in retail, hospitality, and manufacturing sectors |
While both roles involve team oversight, the Manager Qka focuses on strategic and high-level management, whereas the Supervisor Qka handles daily team operations and direct supervision. Understanding these differences helps in choosing the right career path or job search focus.
What are the roles and responsibilities of a Manager QKA?
A Manager QKA, or Qualified 401(k) Administrator, is responsible for overseeing the administration and compliance of 401(k) retirement plans. Their duties include ensuring plans adhere to IRS and Department of Labor regulations, managing client relationships, handling plan testing and reporting, and supervising a team of administrators. They also provide guidance on plan design, resolve complex compliance issues, and help clients understand regulatory changes. Strong attention to detail, leadership skills, and deep knowledge of retirement plan rules are essential for this role.
What are some common challenges a Manager QKA faces when overseeing retirement plan administration teams?
One common challenge for a Manager QKA is ensuring that their team consistently adheres to complex regulatory requirements and deadlines associated with qualified retirement plans. Balancing workload distribution and managing client expectations, especially during peak periods such as annual compliance testing and filings, can also be demanding. Additionally, fostering clear communication between team members, clients, and other departments is essential to prevent errors and maintain high service quality. Staying current with evolving pension regulations and industry best practices is crucial for both team effectiveness and professional growth.
What are the key skills and qualifications needed to thrive as a Manager QKA, and why are they important?
To thrive as a Manager QKA (Qualified 401(k) Administrator), you need comprehensive knowledge of retirement plan administration, ERISA regulations, and a QKA credential from ASPPA or similar qualification. Familiarity with recordkeeping software, compliance testing tools, and payroll integration systems is commonly required. Strong leadership, attention to detail, and effective communication skills help manage teams and client relationships efficiently. These competencies ensure accurate plan management, regulatory compliance, and high client satisfaction in a complex financial environment.
What are the most commonly searched types of Qka jobs in Wisconsin? The most popular types of Qka jobs in Wisconsin are:
What are popular job titles related to Manager Qka jobs in Wisconsin? For Manager Qka jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Manager Qka jobs in Wisconsin look for? The top searched job categories for Manager Qka jobs in Wisconsin are:
What cities in Wisconsin are hiring for Manager Qka jobs? Cities in Wisconsin with the most Manager Qka job openings:
Full-time
Retirement
Re-posted 3 days ago
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
Come as you are.
Are you a strategic relationship builder with a passion for helping businesses enhance their employee benefits? Join our team as a Retirement Plan Services Advisor (Business Development Officer), where you will play a key role in driving new business development with business owners and providing their employees with comprehensive retirement plan services.
About the RoleAs a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts. Your expertise will help business owners implement, administer, and optimize qualified employee retirement plans that support their workforce and their business goals.
Key Responsibilities- Develop and implement a personal business plan focused on acquiring new clients, generating referrals, and retaining existing relationships. In addition to community involvement, there is a strong focus on internal partnerships and referrals.
- Engage business owners through consultative financial planning to understand and address their objectives.
- Advise plan sponsors on conversions, design, amendments, and administration of employee retirement plans.
- Interpret plan documents, respond to sponsor and employee inquiries, and conduct educational meetings.
- Act as the primary liaison, building strong relationships with clients, investment managers, and recordkeeping teams.
- Coordinate client interactions to ensure seamless transactions and clear communication of complex financial solutions.
- Assemble internal specialist teams to deliver holistic solutions and match client needs in brokerage, mortgage, and commercial banking services.
- Bachelor’s degree and at least 4 years of experience working with business and organization leaders and/or affluent clientele (or equivalent combination of education and experience).
- Series 65 license required, or ability to obtain within 90 days of hire.
- Proven expertise in sales, networking, negotiation, business development, and execution.
- Strong knowledge of investment management, financial planning, and retirement plan services.
- Industry certifications such as CEBS, QKA, AIF, CRPS, or similar highly desirable.
- Familiarity with Lending/Banking, Qualified Plans, and Business Succession is a plus.
If you are ready to make an impact by helping business owners provide outstanding retirement benefits to their employees, we invite you to apply and be a part of our dedicated team!
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIMEWhat Johnson Financial Group employees say
Pay
Hours and flexibility
Workplace
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