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About the Role

The Retirement Consultant is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. This role manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion.

Responsibilities

• Form, maintain, and strengthen relationships with key clients.
• Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
• Manage client retention, pricing strategy, RFIs, RFPs, and benchmarking exercises for the client portfolio.
• Negotiate with existing clients.
• Participate in the sales process for new 401(k) business.
• Identify business opportunities for organic growth and across the company.
• Work within the organization to develop, position, and implement solutions.
• Oversee compliance processes and support retirement plan committee meetings.
• Design participant education campaigns with plan sponsors to drive increased participation and contribution rates and improve overall plan health.
• Work in a dynamic environment with evolving roles and responsibilities.
• Participate on projects as needed.

Requirements

• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace.
• Bachelor’s degree preferred or equivalent work experience.
• Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends.
• Thrives in a team-based environment.
• Ability to work in a dynamic and fast-paced environment.
• High attention to detail and accuracy.
• Maintains absolute confidentiality of client information and safeguards client and company data.
• Maintains high ethical standards in all practices.
• Demonstrates knowledge of defined contribution financial products and services.
• Ability to travel frequently (25 – 40%).
• Preferred: consultative and negotiation skills.
• Preferred: strong verbal and written communication skills.

Skills

• Client management
• 401(k) plan design
• Non-qualified plan design
• ERISA plan knowledge
• Legal and regulatory framework knowledge
• Industry trends knowledge
• Team-based collaboration
• Dynamic and fast-paced environment adaptability
• Attention to detail
• Accuracy
• Confidentiality
• Ethical practices
• Defined contribution financial products and services knowledge
• Consultative skills
• Negotiation skills
• Verbal communication skills
• Written communication skills

Experience Level

• Minimum of 4 years of experience in financial services or 2 years in defined contribution marketplace

Education Level

• Bachelor's degree preferred or equivalent work experience