Retirement Plan Consultant (Plan Transitions & New Business)

About the role

Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.

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

Requirements

• Knowledge of the Relius recordkeeping system
• 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.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Skills

• QKA or QPA designation preferred

Education/Previous Experience

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
• General Experience - 3 to 6 years

Licenses/Certifications

• QKA or QPA designation preferred

Pay

$80,000.00-$90,000.00

Schedule

The position offers an in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices, or fully remote work if the candidate has retirement plan onboarding expertise.

Workstyle

Remote

Total Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retail Savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Company Culture

• Five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve)
• Core values of client-first, integrity, independence and a conservative, long-term view
• Expectations for associates to grow professionally and inspire others to do the same
• Grow professionally and inspire others to do the same
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

EEO Statement

We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.