Senior Consultant - Retirement Plan Services - Wealth Advisory

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking for a Senior Consultant Retirement Plan Services Advisor.

Summary:

This role serves as a relationship manager providing Total Retirement Plan Services to their clients. Total Retirement Plan Services is a comprehensive service that revolves around the CLA Promise, to get to know and help plan sponsors meet their fiduciary responsibilities. They are responsible for the growth of our qualified employee benefit services to existing CLA clients and prospects. They are responsible for implementing Experience the CLA Way-Qualified Plans, ensuring proper client segmentation, and a consistent service experience. They have a high level of knowledge about plan design, plan operational issues, and investment solutions. They have a passion for the defined benefit and defined contribution marketplace, as they will be interacting directly with plan sponsors, consultants, and other decision makers.

Essential Job Functions:

* Business Development: Networks within CLA family and with external centers of influence to build and manage a pipeline of opportunities. Leads sales process for retirement plan services in office/region, to increase plan assets under management. Develops strategic business goals for retirement plan services within office/region.

* Client Service: As a relationship manager, serves as the main point of contact for day-to-day needs of client. Serves as the point person for team communication to implement Experience the CLA Way Qualified Plans to ensure consistent, scalable client experience. Effectively develops and manages team to deliver superior client service to retain client base. Owns client service structure and embraces customer relationship management.

* Industry Subject Matter Expert: Leverages technical knowledge of ERISA and other benefit-related laws to grow the business. Effectively communicates trends to internal and external clients and ensure all communications to clients, employees, Wealth Advisors and Principals are consistent with team and firm business objectives.

* Practice Development: Embraces and supports vision and business plan for retirement plan services. Assists with development of processes and procedures to execute/implement retirement planning services initiatives.

Requirements:

Experience:

Minimum of eight years of experience in qualified plan design and selling and servicing qualified plans. Working knowledge of ERISA and the IRS laws and a proven ability to integrate TPA services with financial service offerings. Demonstrated experience in participating in building a service team.

Education:

* Bachelor's degree in Business Administration or related field.

Certifications / Licenses:

Must have or acquire within 6 months of employment Series 65, 63 and 6, as well as the QPFC designation from ASPPA. A QPA, QKA or RPA are a plus.

Technical Competencies:

Proficiency with Microsoft (MS) Office including Word, Excel, PowerPoint and Outlook.

Organizational Interfaces:

The Senior Wealth Advisor Retirement Services reports to the Managing Principal Retirement Services with an indirect reporting relationship to the Managing Wealth Advisor of a defined Region. S/he works directly with the Retirement Services Group, Wealth Advisors, Principals and staff.

Travel Requirements:

This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. This position requires significant (>50%) travel.

Physical Requirements:

Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, stamina to maintain attention to detail despite interruptions, strength to lift and carry files weighing up to 5 pounds; ability to read printed materials and electronic documents, and ability to communicate in person and over the telephone. Individuals in client-serving positions must be able to travel to/from client sites, as required.

Normal office working conditions. The noise level in the work environment is quiet to moderate. Client environments may vary, depending on services provided, but most, if not all, work will be performed in a traditional office setting under normal working conditions.

Our Perks:

Flexible PTO (designed to offer flexible time away for you!)

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Complete list of benefits here

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $124,900. - $221,000.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.