Retirement Plan Consulting, Senior Manager

Overview

CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager
to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan consulting, fiduciary education, plan design benchmarking, governance review, and regulatory compliance guidance. Intended internal title will be Senior Manager | Retirement Plan Consultant. Primary responsibilities may include the following:

• Provide technical and regulatory guidance for qualified retirement plans
• Provide fiduciary training
• Plan design benchmarking and consulting
• Industry thought leadership
• Prospect support
• Client onboarding
• IRS correction programs
• Misc. consulting services (i.e., project work)
• Provide ERISA expertise and technical support to CAPTRUST’s Financial Advisors and clients.
• Provide client support around plan design, including cost and impact analysis, plan design benchmarking, and peer-to-peer reviews.
• Provide prospect support for Financial Advisors around plan design.
• Present complex and technical material to audiences of all levels.
• Keep internal and external parties up to date on regulatory matters.
• Present fiduciary training modules for plan committees to ensure clients understand their role as fiduciaries.
• Create and update content for the Retirement Plan Consulting team intranet page, SharePoint site, and deliverable templates.
• Maintain strong relationships with plan auditors, ERISA counsel, and actuarial service providers.
• Contribute to team and firm-level strategic projects.

Minimum Qualifications:

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience.
• 12 years of relevant retirement industry experience.

Desire

Qualifications:

• Knowledge of ERISA guidelines and regulations.
• Experience working with defined contribution plans, specifically 401(k) and 403(b) plans.
• Retirement plan administration or compliance experience with a recordkeeper or TPA.
• Strong organization and project management skills.
• Strong written, verbal, and presentation communication skills.
• Detail-oriented with a passion for problem-solving.
• Industry-related certifications and designations are desired (examples: QPA, QKA, CEBS).
• Proficiency with Microsoft products, especially Excel/PowerPoint.

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• Compensation range (depending on location and experience): $130,000 - $200,000

WHERE will you be working?

Remote

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues,…