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Logistics Manager
Carvana
Heath, OH
Participate in the development of site specific goals and objectives, and ensure alignment and effective execution within the site.
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Logistics Manager
Carvana
Fresno, CA
- $66,000 to $82,000 USD / year
Participate in the development of site specific goals and objectives, and ensure alignment and effective execution within the site.
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Director of Human Resources
Cleveland Community College
NC
The Director collaborates with College leadership and departments to coordinate organizational development efforts. This includes helping develop HR-related policies and procedures,…
Added 1 min ago
GA
Occupational Therapy Assistant (COTA)
Genesis Administrative Services
Canon City, CO
- $30 to $35 USD / hour
…more. Earn rewards through our PowerZone Employee Recognition Program, and expand your expertise with our Clinicians in Action professional development…
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GA
Occupational Therapist (OT)
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Canon City, CO
- $45 to $50 USD / hour
…more. Earn rewards through our PowerZone Employee Recognition Program, and expand your expertise with our Clinicians in Action professional development…
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Restaurant Manager
projects/helpful-passage-853/companies/30ad1728-df4c-4814-8980-df0542fd3503
New Caney, TX
- $65,000 to $75,000 USD / year
…difference. We're looking for a dynamic and driven Restaurant Manager who is ready to lead from the front, inspire teams, and uphold the traditions that have made Saltgrass a destination…
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Engineer II, Systems Integration
CrowdStrike, Inc.
Bend, OR
Escalate issues to Facility Manager as needed.
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Project Manager, AI Model Enablement and Agentic SDLC (Remote)
CrowdStrike, Inc.
Remote, United States
…programs in a fast-paced environment. As a TechOps AI Project Manager, you will drive the initiatives that bring AI models and agentic development practices into how our technology…
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Associate Director, Patient Safety Scientist
AstraZeneca Pharmaceuticals LP Company
Gaithersburg, MD
- $132,000 to $199,000 USD / year
…assigned cell therapy assets, working with the Global Safety Program Lead (GSPL), Patient Safety Physicians and cross-functional partners. The Associate Director integrates safety data from…
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Director, Senior Patient Safety Scientist
AstraZeneca Pharmaceuticals LP Company
Gaithersburg, MD
- $203,000 to $305,000 USD / year
Serve as a senior Patient Safety representative on global program and cross-functional teams; influence development strategy through scientifically grounded, patient-focused recommendations.
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Manager, Asset Protection
Macy's
Madison, WI
The Manager, Asset Protection oversees one of the highest shortage locations, with an elevated scope of responsibility that may include executive direct reports and increased staff levels,…
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Account Manager
Veolia Environnement SA
Freeport, TX
Join Veolia as an Account Manager in our Chemical Solutions and Monitoring (CSM) division and be at the forefront of innovation and sustainability!
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Merchandising Part Time Days
Lowes
Oceanside, CA
- $16.9 to $17.2 USD / hour
- Part-time
Explore educational opportunities with Lowe's tuition assistance program.
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Case Manager - Foster Care
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McKeesport, PA
…premier multi-service agency with programs spanning Workforce Development, Housing, Foster Care, Young Adult Services, and Behavioral Health. Auberle’s mission is to help build strong…
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Case Manager - EI Central PA
AUBERLE GROUP
Harrisburg, PA
- $24 USD / hour
Position Overview: The Employment Institute, Auberle’s nationally recognized workforce development program, places unemployed and underemployed individuals in career track employment with…
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Case Aide - Foster Care
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Project Manager
California Trout
Chico, CA
- $64,000 to $73,000 USD / year
Primary responsibilities include project development and grant writing, project management and administration, building strategic partnerships, legal and policy analysis, and facilitation…
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Merchandising Part Time Days
Lowes
Brockton, MA
- $17.5 to $18.9 USD / hour
- Part-time
Explore educational opportunities with Lowe's tuition assistance program.
Added 2 mins ago
Civil Engineering - Land Development Market Leader
ESP Associates
Raleigh, NC
Business development will be an important focus for this position – the manager will be responsible for involvement within the community to facilitate growth of the firm and coordination…
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Career Development Program Manager
Ability Beyond
Danbury, CT · Norwalk, CT
- $62,500 USD / year
We are currently seeking a Career Development Program Manager for our Employment Services team in our Danbury & Norwalk DDS (Department of Developmental Services) Program!
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Merchandising Service Associate - Plant Service Lead
Lowes
North Dartmouth, MA
- $16.5 to $17.2 USD / hour
Collaborate with the Merchandising Service team and Manager by communicating project priorities, schedule, and project needs (e.g., materials, supplies, time)
Added 3 mins ago
Electrical Service Manager
Rosendin
Abilene, TX
The Electrical Services Manager 1 is responsible for providing overall administrative and service support for small recurring and non-recurring work, including service contracts, projects,…
Added 3 mins ago
Division Manager, Electrical Construction
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The Division Manager, Electrical Construction is responsible for overall management direction for all divisional functions including the profit/loss (P&L) of the organizational unit.
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CADD/BrIM Technician/Design Manager
AECOM
Omaha, NE
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…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
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Clinical Engineering, Operations Director
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…Plan (MEMP). This position is responsible for all aspects of program management, including work history data analysis, staffing allocation, budget control, equipment acquisition planning…

Aprio

Advisor, Retirement Plan Services

Atlanta, GA, United States

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Job details

Experience: 5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
Posting language: English
Posted: Nov 9, 2026

Original job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

Aprio Wealth Management is seeking an Advisor, Retirement Plan Services to join our fee-only wealth management team, fully integrated with Aprio, a CPA-led business advisory firm. In this role, you will serve as a trusted advisor to retirement plan clients, delivering comprehensive services spanning investment management, plan design, fiduciary risk mitigation, and employee education. You will manage and grow an assigned book of retirement plan clients, identify new revenue opportunities, and partner across interdisciplinary teams to deliver an exceptional client experience. This is an opportunity to thrive in a process-driven, fast-paced environment that rewards deep expertise, initiative, and professional growth.

What You'll Gain / Impact:

• Opportunity to build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.

• Exposure to interdisciplinary collaboration across wealth management, tax, and business advisory professionals.

• Direct impact on the financial futures of business owners and their employees through comprehensive retirement planning services.

• Access to professional development resources and advancement opportunities within a high-growth, nationally recognized firm.

• A leadership platform as a people manager within a dynamic and expanding Retirement Plan Services practice.

Key Responsibilities:

Grow and manage an assigned retirement plan services book of business, aligned with Aprio's 2030 strategic plan.
Educate Partners and colleagues on a process-driven approach to servicing retirement plans and the team's value proposition.
Build and maintain strong client relationships by earning trust, understanding needs, and delivering exceptional, targeted advice.
Advise clients on retirement plan investments and deliver quarterly investment reports for all RPS clients.
Guide clients through RPS processes for the creation and management of Investment, Fee, and Education Policy Statements.
Ensure ongoing selection, monitoring, and replacement of investment options in accordance with written Investment Policy Statements.
Conduct comprehensive plan reviews and facilitate client meetings in-person or virtuallyOrganize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
Drive new business development by acquiring new assets from existing clients and prospective client relationships.
Demonstrate technical expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutionsLead, mentor, and develop team members as a people manager within the RPS practice.

Qualifications:

Bachelor's degree.
5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
Series 65 license requiredC(k)P® designation required, or commitment to obtain within one year of hire.
Excellent knowledge of the retirement industry, providers, services, and investment options.
Exceptional presentation, communication, listening, and interpersonal skills.
Strong attention to detail and proven problem-solving capabilities.
Demonstrated ability to manage multiple projects and priorities simultaneously.
Proactive self-starter with strong critical thinking skills and initiative.
Proven ability to work collaboratively in a team environmentAdvanced proficiency in Microsoft Excel and Microsoft Office suite.
Preferred: Experience with retirement industry software, including Fi360 and Plan Comparator

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

What’s in it for you:

Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

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