Director of Workplace Solutions

At Invst, we make money work for people. As an RIA, we bring that fiduciary mindset to everything we do - including retirement plans. We're hiring the leader of our Workplace Solutions division to guide its next phase of growth.

This is the head of our 401(k) business - a leadership, strategy, and operating role, not a traditional advisor seat. No registrations are required to apply. We're looking for an experienced, polished leader with deep credibility in the qualified plan space and the judgment to lead a division built around long-term relationships, disciplined service, and growth.

What You'll Lead

Sales Drive growth for Workplace Solutions by building relationships with business owners, centers of influence, and key custodian and service-provider partners. Partner with Marketing on campaigns and business development tools, and coach the sales team to turn opportunity into long-term client growth.

Service

Lead the day-to-day experience for retirement plan sponsors, including relationship management, onboarding, and service delivery. Oversee the Service Manager, develop the team, and partner with the CCO to help keep the division running smoothly and in compliance.

Private Wealth Integration

Create stronger connections between Workplace Solutions and our private wealth practice. Help business owners and plan participants access broader planning value through a more integrated client experience.

Investments

Lead the annual plan investment review process for business-owner clients, including preparing, maintaining, and at times presenting reviews. Bring a disciplined, practical approach to investment oversight within the firm's broader compliance structure.

What We're Looking For

· 7+ years in the qualified retirement plan space, whether in consulting, recordkeeping, TPA, distribution, or institutional retirement, with team or division-level leadership experience

· Strong working knowledge of pooled employer plans and how they fit in the market

· A track record of building go-to-market strategy for 401(k) or workplace retirement offerings

· Working knowledge of plan design and the regulatory landscape around qualified plans

· Real operating depth, executive presence, and the ability to develop people and lead strong client relationships

What We Offer

· $100,000-$125,000 base salary, depending on experience

· Three levels of bonus opportunity: company (monthly), division (quarterly), and individual (annual)

· 401(k) with match, group life, group disability, health reimbursement, and flexible PTO

· An EOS-run organization with clear accountability and a high degree of ownership

Invst operates on six values: always growing, batteries included, WITWOWWOW (whatever it takes, without whining, while always winning), abundance mindset, always got your back, and personal integrity. We hire people who already live these values.

Full-time, on-site position. Indianapolis office. Apply here.

Invst is an equal opportunity employer.