Senior Retirement Plan Consultant

Role Description

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company.

• Has retention goals for assigned group of accounts.
• Assesses and prioritizes client needs in a timely manner.
• Identifies and helps clients to focus on their most critical needs.
• Sets and communicates clear and realistic expectations.
• Reviews/approves all key client deliverables.
• Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
• Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
• Contributes to the development of functional strategy.
• Leads project teams to achieve milestones and objectives.
• May supervise day-to-day work of junior level employees, but does not typically have formal management role.

Qualifications

• Required: Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience.
• 5 years related experience in professional services businesses.
• Excellent oral, written communication, organizational skills, negotiation and time management skills.
• Experience in defined contribution plan design, governance, compliance, and administration.
• Working knowledge of Microsoft Office Suite.
• Travel required (25%).
• Preferred: Master's degree or professional certification preferred.

Requirements

• Use of sound judgment of all client interactions.
• Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities.
• Ability to work under the pressure of deadlines.
• High degree of business technology awareness and its applications to workplace efficiencies.
• Ability to manage multiple priorities and deadlines.
• Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.

Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
• Charitable matching gift program.
• And more...