Retirement Plan Project Manager
sentryinsurance · Stevens Point, WI · United States · Hybrid
Posted Sep 24, 2026
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In this role, you will provide technical knowledge & support during the sales of 401(k) products to achieve growth, retention & profitability among Sentry Direct Writer sales producers.
This position will be located at our office in Stevens Point, WI, Madison, WI, Davenport, IA or El Paso, TX in a hybrid work model and is not a fully remote opportunity.
For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.
What You'll Do
As a Senior Retirement Plan Analyst , you’ll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products. Along with this responsibility you will:
Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projects
Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas
Communicate product updates, progress, and challenges to stakeholders at all levels
Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements
Monitor product performance, analyze key metrics, and iterate on products to achieve business goals
What it Takes
Bachelor’s Degree or equivalent work experience
5+ years of related 401(k) industry experience
Experience and knowledge in retirement product development, project management and strategic project leadership
Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial
Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial
Knowledge of qualified retirement plan and group benefit insurance products
Proficient with working in Microsoft Power Point and Excel
Highly effective interpersonal, communication, and presentation skills
Here is what you can look forward to as part of our team:
At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.
Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with…