Retirement Plan Consultant
NBT Bancorp
NBT Bank is seeking a detail‑oriented professional to oversee recordkeeping, administration, and servicing for a portfolio of employee benefit plans. You will ensure adherence to pension laws, manage client communications, and support project activities across internal teams. The role emphasizes data analysis, Excel proficiency, and effective written and verbal communication. A strong emphasis on accuracy, regulatory knowledge, and timely service delivery is required. #J-18808-Ljbffr
- ...Ascensus, the leading independent technology and service platform powering retirement plans across America, seeks a Client Services Consultant to support partners, intermediaries and plan sponsors with expert retirement plan guidance. You will work with the Relationship...Retirement
- ...Empower is seeking a Retirement Plan Consultant to drive new retirement plan adoption and onboard employers into PEO, PEP, and MEP solutions. You will partner with business owners and C-suite stakeholders to assess needs and guide implementation, owning the full sales...RetirementRemote work
- ...CPS Inc. is hiring a Retirement Plan Onboarding Specialist to manage the full onboarding process for retirement plans, including takeover and startup scenarios. This role is fully remote and requires 3–5 years of onboarding experience, with preference for prior remote...RetirementRemote work
- ...Alliance for Career Enhancement is looking for a Workplace Planning Consultant to join their Empower Personal Wealth team. This role involves... ...providing support to customers at key life moments, like retirement account decisions. The position offers a base salary plus...RetirementRemote workRelocation package
$1,100 per month
...is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers... ...and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both on video and via phone...RetirementCasual workLocal area$5,000 per month
...candidates who apply from March 25 to April 30. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth... ...guidance on available account options for our customers' retirement savings goals, such as 401K and IRA products. At Empower, we...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours- A consultancy in energy solutions is seeking skilled Transmission Planning Consultants to support its nationwide operations. The role requires deep expertise in power... ...and the ability to address generation retirements and renewable integration. Ideal candidates will...RetirementFull time
- Ascensus is seeking a Retirement Plan Consultant to serve as the primary contact for plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting. The role involves client meetings via video or phone and requires advanced knowledge...Retirement
- 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...RetirementRemote job
$100.17k - $186.03k
...workforces to perform at their best. Learn more at Adaptive Planning Senior Consultant Key Responsibilities Maintain proficiency and... ...wellbeing programs, paid leave (vacation, sick, parental), retirement plans, learning opportunities, and more. All offers are contingent...RetirementRemote jobWork experience placementLocal areaWork from homeWorldwideFlexible hours$71.16k - $94.9k
...provided by internal training.Tasks Performed:45% Proactively ensure plans are administered in compliance with plan provisions and current... ...: Including hospital, accident, and critical illness coverage.Retirement Plans: Benefit from a 401(k) plan with employer matching, an...RetirementFull timeTemporary workPart timeWork at officeWork visaFlexible hours$71.16k - $94.9k
...provided by internal training. Tasks Performed 45% Proactively ensure plans are administered in compliance with plan provisions and current... ...: Including hospital, accident, and critical illness coverage. Retirement Plans:Benefit from a 401(k) plan with employer matching, an...RetirementFull timeTemporary workPart timeWork at officeLocal areaWork visaMonday to FridayFlexible hours$110k - $400k
Transmission Planning Consultant Nationwide Opportunities Description 1898 & Co., a division of Burns & McDonnell, is seeking experienced... ...grid performance and develop solutions addressing generation retirements, renewable integration, congestion management, and...RetirementFull timeContract workWork experience placementWork at officeLocal area$120k - $185k
...highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated... ...advice to individuals, families and company retirement plans across the country through trusted...RetirementWork at office- Vestwell is seeking a Senior Specialist for its Retirement Services team, pivotal in shaping retirement plan documentation and compliance. You will interact directly... ...alignment. This position blends independent consulting with cross-functional collaboration, offering a...Retirement
- At Capital Group in New York, as an Internal Retirement Plan Counselor, you will engage with clients to help them save for retirement while collaborating with financial advisors. Your role involves effective communication and problem-solving to promote American Funds and...Retirement
- MeridianLight is hiring for a 100% remote, independent contractor role focused on retirement planning for teachers and public employees. You will meet pre-scheduled clients via Zoom or similar platforms, assess their retirement goals, and present life insurance, IUL, and...RetirementRemote jobFor contractors
$115k - $185k
...internal Morgan Stanley partners, institutional client relationships, Financial Advisors, plan administration teams, and other subject matter experts to deliver thoughtful, consultative guidance to plan sponsors.Position Summary:The NQDC Plan Consultant will serve as a...Temporary workWork at officeWorldwide$77k - $202k
...ApplicableSpecialismWorkdayManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior Associate, you will engage with clients to optimize their operational efficiency by implementing and managing...Full timeH1b$25 - $45 per hour
...considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally...Hourly payWeekly payExtra incomeTemporary workPart timeFor contractorsSeasonal workRemote workWork from homeFlexible hours$102k - $147k
...guide and manage initiatives related to IBP (Integrated Business Planning) and S&OP (Sales & Operations Planning)* Partner with clients... ...Work independently, as a team member, or as a mentor of other consultants and/or clients to ensure successful project delivery.* Build...Temporary workLocal area- ...service-oriented organization focused on delivering customized planning and coordination solutions for a diverse client base.... ...: We are seeking a detail-oriented and dependable Planning Consultant to support clients with coordination and scheduling services....Remote workFlexible hours
- ZS is a management consulting and technology firm focused on life sciences, patient access, and market strategy. The ASI team delivers... ...pharma and life sciences. You will work on strategy insights, planning, and key account management with cross‑functional teams, mentoring...
- Algoleap Technologies seeks an experienced Senior SCM Platform Consultant with deep expertise in supply chain planning and the o9 platform to drive end-to-end implementations for global clients. The role requires a Bachelor's degree in Engineering or related field, extensive...
- Workday is seeking a Senior Solution Consultant - Planning to join our Planning Presales team supporting large enterprise diversified industries. You will be a planning subject matter expert credible with CFOs, translating complex problems into compelling value stories...
- Workday is seeking a skilled consultant to lead governance and post-production initiatives for HR/Financials. You will guide customers, shape deployment and ongoing success across Workday Success Plans, leveraging your deep product knowledge and advisory experience. The...Flexible hours
$124k - $280k
...informed decisions to resolve issues and contribute to the overall success of our firm.Responsibilities- Leading strategic workforce planning initiatives to align with client business objectives- Analyzing workforce trends and developing talent management strategies to...Full timeH1b- We are seeking an experienced Workday Adaptive Planning Consultant to lead the design, implementation, and optimization of enterprise budgeting, forecasting, and financial modeling solutions. In this role, you will partner closely with Finance and FP&A teams to transform...Work at office
$40 per hour
...Policies & Procedures (PPP). Under general direction, with latitude for independent initiative and judgment, the Strategic Planning Consultant , in the Division of Contracts and Purchasing (DCP), is responsible for supporting the division through administrative and operational...Hourly payFull timeContract workTemporary workFor contractorsWork at office- ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it,... ...passion to drive life‑changing impact to ZS. Strategy Insights and Planning Associate Consultant - AOR Shape how life‑changing therapies...Work at officeLocal areaWork from homeWorldwideFlexible hours
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