Director of Retirement Plan Services

Job Description

At Prosperity – An EisnerAmper Company, you will be responsible for shaping and executing the strategic vision of our Retirement Plan Services practice. This role combines deep technical expertise, business development leadership, and operational ownership to deliver a scalable, high-quality retirement plan offering across the firm.

You will operate at the intersection of client delivery, advisor enablement, and enterprise growth—serving as the firm’s subject matter expert on retirement plans and a trusted partner to clients, advisors, and EisnerAmper stakeholders.

The Director of Retirement Plan Services is responsible for the end-to-end leadership, growth, and operational execution of Prosperity’s retirement plan services business. This individual will own the strategy, team leadership, client delivery model, and business development outcomes for the practice.

This is a highly visible, client-facing role requiring the ability to drive organic growth, close new business, and establish Prosperity as the preferred retirement plan advisor across EisnerAmper’s client base. The Director will serve as the firmwide expert in retirement plan advisory, regulatory considerations, and plan design strategy.

What it Means to Work for Prosperity:  

• You will have the flexibility to manage your days in support of our commitment to work/life balance  

• You will join a culture that has received multiple top “Places to Work” awards  

• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions   

• We understand that embracing our differences is what unites us as a team and strengthens our foundation   

• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work   

What Work You Will Be Responsible For:

• Define and execute the strategic vision and growth plan for Retirement Plan Services

• Drive new business development, including sourcing, presenting, and closing retirement plan opportunities

• Serve as the firmwide subject matter expert on retirement plans, fiduciary standards, and regulatory considerations

• Lead complex client engagements, including 401(k), defined benefit, and cash balance plans

• Partner with Prosperity advisors and EisnerAmper stakeholders to expand referral opportunities and deepen client relationships

• Lead and develop the Retirement Plan Services team, establishing clear accountability and performance standards

• Design and implement a scalable, standardized service model across onboarding, servicing, and ongoing client support

• Ensure operational discipline, data integrity, and effective use of systems and reporting tools

• Oversee relationships with recordkeepers, TPAs, and external partners to ensure consistent service

Basic  Qualifications

• Bachelor’s degree in Finance, Economics, or related field.

• 10+ years of experience in retirement plan advisory, consulting, or administration with deep expertise across 401(k), defined contribution, defined benefit, and cash balance plans

Preferred/Desired Qualifications

• Strong knowledge of ERISA, fiduciary responsibilities, and regulatory frameworks

• Proven leadership experience managing and developing teams

• Demonstrated success in business development, including closing new client relationships

• Relevant professional designations (e.g., AIF®, QKA®, CFP®)

• Experience working within or alongside a CPA or professional services firm·

• Experience building or scaling a retirement plan services practice

• Familiarity with retirement plan platforms and reporting systems

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, employing approximately 450 partners and 4,500 employees worldwide. We combine responsiveness with a long-range perspective to help clients address today’s pressing issues and position them for future success.

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. We also collaborate with attorneys, financial professionals, bankers, and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate based on veteran or disability or any protected characteristics under federal, state, or local law.

If you require any accommodations to complete your application, please contact: talentacquisition@eisneramper.com

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