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.

Essential Duties and Responsibilities

• 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

Skills

• 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

Education/Previous Experience:

• Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.

OR

• Any equivalent combination of education, training and/or experience approved by Human Resources.

Licenses/Certifications

QKA or QPA designation preferred