Retirement Plan Consultant; Plan Transitions & New Business

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred.

A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.

• Manage a select group of retirement plan conversions
• Responsible for all aspects of plan conversions
• Drafting participant notices and service agreements
• Perform project tasks independently, and direct the efforts of others
• Anticipate client needs and formulate solutions to client issues
• Prepare and review deliverables for accuracy and quality
• Plan and participate in client conversion meetings
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

• Excellent problem solving including an ability to independently research and determine strategies to solve client needs
• Experience fostering client relationships
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases
• Providing excellent customer service
• Critical thinking
• Communicating effectively, both orally and in writing
• Prioritize, work independently and drive tasks to completion
• Lead project teams and function with multiple tasks and deadlines concurrently
• Handle multiple ongoing projects
• Knowledge of the Relius recordkeeping system

• Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.
• Any equivalent combination of education, training and/or experience approved by Human Resources.

• QKA or QPA designation preferred