Retirement Plan Consultant; Plan Transitions & New Business

Responsibilities

• Manage a select group of retirement plan conversions, including all aspects of plan onboarding to NWPS systems.
• Oversee conversion timelines, trust accounting, participant notices, plan documents, and data integration.
• Draft participant notices and service agreements.
• Perform project tasks independently and direct the efforts of others.
• Anticipate client needs, formulate solutions to client issues, and plan and participate in client conversion meetings.
• Prepare and review deliverables for accuracy and quality.
• Manage own personal and professional development; seek opportunities for growth and expansion of consulting skills.

• Excellent problem solving and independent research abilities.
• Experience fostering client relationships.
• Proficient with Microsoft Office and established databases.
• Providing excellent customer service.
• Critical thinking and effective communication, both oral and written.
• Prioritization, independent work, and drive to completion.
• Lead project teams and manage multiple ongoing projects concurrently.
• Knowledge of the Relius record‑keeping system.

• Bachelor’s Degree plus a minimum of three (3) years of relevant experience in financial services.
• Or an equivalent combination of education, training, and/or experience approved by Human Resources.
• Fields of study:
  Accounting, Business Administration, Finance, or related disciplines.

• QKA or QPA designation preferred.

Base salary range: $80,000.00–$92,000.00 per year. Compensation may include additional components such as discretionary bonuses, commissions, or equity.

Hybrid. An in‑office, three‑day‑per‑week schedule is preferred for local candidates; fully remote work may be considered for candidates with retirement plan onboarding expertise who are not geographically close.

• Medical, dental, and vision coverage.
• Life insurance, critical illness and accident insurance.
• Disability benefits and retirement savings plan.
• Paid time off—including vacation, holidays, and sick leave—and parental leave.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.