Careers
Join the RMS Family
At Retirement Management Services, we believe great work starts with a great team. Whether you’re beginning your career or bringing years of industry experience, you’ll have the opportunity to learn, take on new challenges, and build a career with a company that values both professional growth and life outside of work.
RMS provides the training, mentorship, and support our employees need to grow their skills and take the next step in their careers. We also believe that a successful career should leave room for family, community, and the things that matter most.
What We Value
- Excellence
We take pride in doing thoughtful, accurate work and providing a high level of service to our clients. - Integrity
We believe in being honest, dependable, and accountable to our clients, our coworkers, and the work we do. - People First
We value the people behind every plan, building strong relationships with our clients and supporting one another as a team. - Education
We believe in continually learning, sharing knowledge, and staying current in an industry that is always changing.
Company Culture
We’re a close-knit team that takes our work seriously without taking ourselves too seriously. Our workplace is professional, welcoming, and collaborative, with opportunities to learn from experienced colleagues and work together on challenging projects.
We also recognize that employees have lives outside of work. That’s why we offer flexible, family-friendly scheduling and encourage a healthy balance between professional responsibilities and personal priorities.
Life at RMS
- Flexible and family-friendly work schedules
- Monthly team lunches and employee events
- Team celebrations and employee appreciation activities
- Employee-led committees and initiatives
- Opportunities to learn and contribute beyond your day-to-day role
- Mentorship, continuing education, and professional credential support
- Opportunities to take on new responsibilities and advance your career
- Professional but relaxed work environment
- End of Year Bonus Opportunities
Benefits & Perks
We offer a competitive benefits package designed to support employees both at work and at home.
Health & Wellness
- Medical insurance
- Dental insurance
- Vision insurance
Financial & Security
- Profit sharing and 401(k) plan
- New business bonuses
- Long-term disability coverage
- Employee and dependent life insurance
- Accidental death and dismemberment insurance
Time Away
- Company-paid holidays
- Personal days
- Flexible scheduling
Careers
We’re always interested in meeting talented people who want to build a career in the retirement plan industry. Our current opportunities include roles for both experienced professionals and individuals looking to develop their skills through hands-on training.
Opportunities
Account Executive
The Role
Our Account Executives manage client relationships and retirement plans while serving as a trusted resource for plan sponsors and their professional advisors.
This is a hands-on role that combines retirement plan administration, client service, consulting, and team leadership. Account Executives work directly with clients, review work prepared by other team members, attend client meetings, coordinate with attorneys, CPAs, and payroll providers, and contribute to business development and new client opportunities.
What We’re Looking For
- 7–10 years of experience with defined contribution retirement plans
- Professional credentials such as QKA, CEBS, NIPA, CPA, or similar
- Previous client management experience
- Strong communication, analytical, and organizational skills
- Experience with ASC and/or ESOPs is a plus
- Ability to coach and mentor team members
Plan Specialist
The Role
Plan Specialists work with 401(k) and profit sharing plans, using analytical, accounting, and communication skills to support our clients and their retirement plans.
Responsibilities may include data analysis, asset reconciliation, report preparation, compliance-related projects, and other work supporting new and existing clients. You’ll work closely with experienced team members and receive extensive on-the-job training as you build your knowledge of the retirement plan industry.
What We’re Looking For
- Background in accounting, finance, math or business
- QKA, APA certifications
- Strong attention to detail and organizational skills
- Strong written and verbal communication skills
- Strong analytical and problem-solving skills
- Proficient in current and new office technology (ex. Microsoft Teams/Zoom)
- Willingness to learn and grow in a specialized industry
We’re also willing to consider motivated candidates who are newer to the retirement plan industry.
Build Your Career With RMS
You don’t have to come to RMS knowing everything about retirement plans. We believe in developing people, sharing knowledge, and giving employees opportunities to grow.
If you’re looking for a workplace where you can build specialized expertise, work alongside experienced professionals, and have a career that leaves room for life outside of work, we’d love to hear from you.