Company Values That Inspire Us
Teamwork
Collaborating with team members, clients and partners to maintain a high level of communication, accountability and engagement to achieve our common goals.
Financial Empowerment
We commit ourselves to providing the best retirement solutions to guide our clients toward financial freedom.
Knowledge
Our team of highly trained and credentialed experts work to educate and lead our clients toward success.
Proactivity
We hold ourselves accountable in anticipating regulatory changes and keeping you and your plan in compliance.
Dedication
We provide exceptional customer service and ensure that we are friendly, timely, and responsive whenever corresponding with our clients.
Security
With an emphasis on high technological standards, we lead you toward peace of mind that your savings and investments are protected.
Transparency
We take pride in representing the retirement plan industry as an open, honest, and socially responsible firm with our clients.
Our Team Has A Lot To Say
Career Opportunities Currently Available
If our open roles don't currently fit what you are looking for, please feel free to submit your resume for general consideration. We will reach out if we find a fit for you. We frequently seek out retirement plan experts to join our team of plan administrators, recordkeepers, client consultants, and more.
Retirement Client Consultant
The RCC will communicate directly with our clients in an effort to understand their experiences with our company, discuss the services we provide, and assist in any addition requests they may have. Apply here
Retirement Plan Administrator
The Retirement Plan Administrator communicates with plan sponsors, plan participants and referral partners to maintain a high level of customer satisfaction through oversight and coordination of referral relationships and new clients. Apply here
Retirement Plan Account Executive
The Sales Consultant will reach out to prospects, customers, an investors, and identify a customer’s unique needs and make sure that those needs are met. Apply here
Retirement Plan Recordkeeper
The Retirement Plan Recordkeeper will specialize in daily trading, reconciliation, plan and participant transaction activities. Apply here
Recordkeeping Manager
Manage and oversee a team of recordkeepers and 401(k) recordkeeping functions connected with fulfillment of participant and client driven transactions, including daily payroll contribution reconciliation and processing, reviewing and/or processing of participant distributions, withdrawals, loans, rollovers, and annual contribution processing in all related systems and applications. Apply Here
Billing Clerk
Provides and maintains excellent customer service as the first line of communication for all accounting related inquiries. Apply Here
Retirement Plan Senior Plan Administrator
The Senior Plan Administrator will support a team responsible for servicing company sponsored retirement plans, train and mentor team members and conduct thorough reviews of their work and assist with all aspects of administration in a balance forward and daily valuation environment Apply Here
If you're interested in a position with LRS please send a resume, references, and any additional applicable information to our HR department by emailing us at careers@leadingretirement.com
Culture & Perks
Our best perk is being part of a company culture that inspires our employees to do their best!
Work From Home
Our advanced technology allows for opportunities to work from home.
Employee Recognition Program
We appreciate, recognize and reward our employees for their continuous dedication to the team!
Learning & Development
Our employees can attend talks, conferences, and professional development events.
Educational Allowances
We support our employees' continued education, so they can gain knowledge for career growth.
Referral Bonuses
We encourage our employees to tap into their networks in order to grow our awesome team.
Medical, Vision, Dental, & More
We support our employees and their health by offering great, low cost benefits.
401(k) Matching
We provide the best retirement solutions, not only for our clients, but for employees as well.
LRS Research
Are you aware of the Retirement Gap between men and women in business?
Our Mission: To proactively support organizations and lead them toward a secure future
Leading Retirement Solutions is known for its expertise in the retirement industry as well as its service model in helping other entrepreneurs, business owners, and retirement professionals find solutions to unique needs and specific goals. We look for people who are honest, enjoy serving others, and above all embody the spirit of an entrepreneur.
We promote and support the professional development of every employee and offer significant opportunity for growth through credentialing and continuing education activities. We believe it is the employee who determines what their next job will be.
All successful applicants have a passion for helping others achieve a quality retirement, always maintain a positive attitude, and enjoy being contributing member of a team.
For certain positions, LRS employees may be required to successfully pass a comprehensive exam on retirement plans shortly after they are hired.
