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Lead DB Engineer/Administrator (Secret Clearance)
MKS2 Technologies
Colorado Springs, CO
The candidate collaborates closely with program leadership, architects, engineers, cybersecurity teams, and stakeholders to design and implement advanced software solutions supporting…
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Sr. Project Manager - IT
Administrative Services, Department of
United States
…Technology division is seeking a high performing Enterprise Project Manager. This position manages enterprise technology initiatives supporting DOAS’s statewide services, working with…
Added 1 min ago
MS
NavMSU Program Manager
Montana State University - Bozeman
MT
- From $26 USD / hour
The Program Manager provides operational support for faculty and staff in leveraging the institution’s student success and relationship management platform (NavMSU aka Navigate 360). This…
Added 1 min ago
Site Leader Team Up OYO (35 hrs/wk, 182 Days, Ends June 2027)
Washoe County School District
NV
Under general direction of the district After School & Extended Learning Manager, coordinates and supports the daily operations of an assigned before-school, after-school, and/or enrichment…
Added 1 min ago
Workplace Violence Program Manager RN - Nursing Administration (FT 8a-4:30p)
Truman Medical Center
United States
The Workplace Violence Prevention Manager provides leadership in the design, development, implementation and assessment of safety and quality care programs. The position strengthens and…
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CC
PlANNING MANAGER
Clear Creek County
Georgetown, CO
- $89,800 to $132,900 USD / year
Under the general supervision of the Community Development Director, the Planning Manager is responsible for strategic leadership and management of the Planning Department, ensuring a high…
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SVP, Lending Technology Leader
Regions Bank
Birmingham, AL · Atlanta, GA
At Regions, the Software Engineer Senior Manager manages two or more large departments within the company and oversees strategy development to ensure the application portfolio meets current…
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Senior Manager, Financial Crimes
Sia
New York, NY
- $175,000 to $225,000 USD / year
Lead engagements in AML and sanctions program design and remediation, enterprise and business-line risk assessments, policy and control enhancement, transaction monitoring and screening…
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Senior Power Converter System Engineer
GE Vernova International LLC
United States
Coordinate with Program Manager, System Integration Leader, and Grid System Leader on development, validation, and other program milestones
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Compensation Manager - Las Vegas / Reno, NV
IGT, a Nevada Corporation
Reno, NV · Las Vegas, NV
Manages the delivery of compensation programs, recommendations, and solutions, including salary structures, market analysis, benchmarking and job design.
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QCx Owners Rep
Turner & Townsend
Haskell, TX
As a Construction Project Commissioning Manager, you will work on a team delivering a hyperscale data center. You will have direct accountability for project quality and commissioning.
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
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Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support cost management services on a large-scale mission-critical construction program. This…
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
Glendale, AZ
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
Phoenix, AZ
Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support cost management services on a large-scale mission-critical construction program. This…
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
Avondale, AZ
Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support cost management services on a large-scale mission-critical construction program. This…
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Resiliency Program Manager, VP
SSB&T
Boston, MA
- $110,000 to $181,250 USD / year
The Enterprise Resiliency Office (ERO) is seeking an experienced Program Manager to lead the establishment and ongoing execution of State Street's dependency mapping capabilities and…
Added 2 mins ago
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Engineering Project Manager
Great Basin Industrial
Kaysville, UT
- $70,000 to $120,000 USD / year
The Engineering Project Manager supports the execution of engineering and detailing projects under the guidance of senior project managers. This role assists with schedules, documentation,…
Added 3 mins ago
Information Systems Security Officer
Entarian
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…Systems Command (NAVSUP) Ordnance Information System (OIS) program. The ISSO will maintain current operating cybersecurity environment within AWS GovCloud operating…
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Personal Trainer, Bloomfield Hills
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Pathway to management opportunities via our in-house Manager-In-Training program.
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Senior Software Engineer (AI Platform)
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A Senior Software Engineer will work closely with Product Managers, Design, and their Engineering team to create solutions, develop stories, and execute these improvements for Arrive…
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Clinical Research Coordinator III (RN)
American Oncology Partners, PA
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…process under the general supervision of the Clinical Research Manager and the Research…
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Mobile Compactor Repair Technician
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POSITION SUMMARY: With supervision from a Compactor Shop Technician A, Lead Compactor Shop Technician Supervisor or Manager, a Mobile Compactor Repair Tech performs troubleshooting, design,…
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Manager, Operational Key Account Manager
Ascent On-Demand, Inc.
Remote, United States
The Operational Key Account Manager (OKAM) is the performance owner of a portfolio of Ascent’s most important key account customers. The role is accountable for end-to-end service…
Added 3 mins ago
Manager, Operational Key Account Manager
Ascent On-Demand, Inc.
Remote, United States
The Operational Key Account Manager (OKAM) is the performance owner of a portfolio of Ascent’s most important key account customers. The role is accountable for end-to-end service…
Added 4 mins ago
Physical Security Specialist
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CO · WY · MT · ND
Manage procedure for design approvals and records of Accrediting Official (AO) review and design concurrence.

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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