Senior Consultant - 401(k) Client Service Manager

We need to output HTML fragment with sections: headings

for each section present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content. We must not repeat job title. No Job ID. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Let's extract sections: - About the role: The intro paragraphs: "Are you a retirement professional... virtual role...". Also description of Aon PEP, etc. We'll put that in

. - Responsibilities: The "Key Responsibilities" bullet list includes many subcategories: Client Ownership & Service Delivery, Technical & Analytical Responsibilities, Consulting & Plan Design, Regulatory & Compliance Oversight, Project Management and Project Leadership, Potential People Leadership. We'll need to list each bullet as

. Should we keep subheadings? The instruction: Use

• for any list of duties/requirements/benefits. So we can flatten all responsibilities into a list. But we could also keep subheadings as

  maybe? But they said use

  • for any list of duties/requirements/benefits. So we can produce a
    with each responsibility as
    • . Might be long but okay. - Requirements: The "Required Experience Skills and experience that will lead to success:" includes bullet points: At least 10 years..., Proven responsibility..., Experience serving..., Familiarity..., etc. Also Education: Bachelor’s degree... We'll list as
      . - Skills: There's a "Technical & Analytical Skills", "Client‑Facing & Communication Skills", "Project & Time Management", "Teamwork & Leadership". Could be considered Skills section. We'll list those as
      items. - Benefits: The paragraph about Aon offers a comprehensive package of benefits... list many items. We'll put as
      . - Pay: The salary range paragraph: "The salary range for this position (intended for U.S. applicants) is $100,000-$140,000 annually." plus bonus info. We'll include as

      maybe but they said use

      • for any list of duties/requirements/benefits. Pay is not a list; we can use

        . Also mention bonus eligibility. - Schedule: The posting mentions virtual role with flexibility to work from home or any local Aon office. That's schedule info. Could be included under Schedule section. We'll put as

        . We must not include sections with filler like "commensurate with experience". Not present. We must not include duplicated lines. Remove boilerplate like cookie/navigation/legal/EEO etc. The posting includes some repeated lines like "Aon is in the business of better decisions Aon is in the business of better decisions". We'll deduplicate. We must preserve all substantive information. Let's extract content precisely. I'll rewrite in my own words? Must preserve all substantive information, not invent or summarize away detail. So we need to keep the details but can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we should not omit details, but we can rephrase? Safer to keep original phrasing but maybe we can keep as is. However we need to output HTML; we can copy sentences. Let's craft sections. About the role: Combine intro sentences: "Are you a retirement professional who enjoys working directly with clients? Are you looking to join an exciting and innovative team revolutionizing the retirement space? The Aon Pooled Employer Plan (Aon PEP) is a fast-growing 401(k) solution delivering a better experience for employers and their employees. Be part of our growing team as a Client Service Manager! This is a virtual role with the flexibility to work from home or from any local Aon office in the US. Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As a global organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed." We need to avoid duplicate "Aon is in the business of better decisions". There's a duplicate line; we keep one. Responsibilities: We'll list each bullet. Let's extract responsibilities from the text: Under "Key Responsibilities": - Client Ownership & Service Delivery: * Serve as the primary contact and account executive for a portfolio of large, complex 401(k) clients in the Aon PEP. * Build and maintain trusted advisor relationships with plan sponsors, committees, and advisors. * Ensure timely, accurate, and proactive delivery of all agreed‑upon services. * Act in a fiduciary capacity, supporting clients in meeting governance and oversight responsibilities. - Technical & Analytical Responsibilities: * Analyze and interpret complex plan data, including: payroll data and payroll file accuracy; annual contribution calculations; compliance and testing results * Perform complex 401(k) calculations, such as: - Employer contribution and matching calculations - Corrective contributions and adjustments - Excess contribution summaries and plan corrections * Monitor plan activity and administrative processes to identify operational risks and anomalies. * Research issues, determine root causes, coordinate with internal and external partners, and develop clear remediation plans. - Consulting & Plan Design: * Provide consultative, strategic support tailored to each client’s objectives and workforce demographics. * Recommend plan design enhancements based on client goals, plan analytics, desired outcomes, and legislative requirements * Educate clients on legislative developments and regulatory changes, helping them understand implications for their plan and participants. * Translate complex technical and regulatory concepts into clear, actionable verbal and written communications for clients and committees. - Regulatory & Compliance Oversight: * Maintain a strong understanding of client objectives and ensure plan operations remain aligned with those objectives. * Stay current on the 401(k) regulatory and legislative landscape and anticipate potential client impacts. * Apply sound judgment to support clients through complex regulatory and administrative issues. * Establish and leverage analytical and organizational processes to monitor, review, and flag administrative concerns across participating employers. - Project Management and Project Leadership: * Manage multiple concurrent projects and deliverables across your client portfolio, including: - Plan design changes and plan amendments - Custom communications and educational webinars - Payroll and data corrections - Mergers, acquisitions, and related plan events * Work in a fast‑paced environment, tracking and prioritizing multiple deliverables and inquiries across multiple clients and participants. * Delegate, monitor, and peer‑review work across a team of Client Service Analysts to ensure quality and timeliness. - Potential People Leadership: * This role may include people leadership and management responsibilities. * Ideal candidates will bring prior experience managing and developing team members and be able to demonstrate success in this area. We'll flatten each bullet as

      • . Might be long but okay. Requirements: Under "Required Experience Skills and experience that will lead to success:": - At least 10 years of experience in retirement consulting, plan management, and/or client service within the 401(k) industry. - Proven responsibility for a book of complex, large‑plan 401(k) clients in the stated AUM and participant range: $500M to $1B in assets under management (AUM); and 3,000+ plan participants - Experience serving as the primary point of contact for plan sponsors, committees, and advisors. - Familiarity with recordkeeping platforms, plan administration, and vendor coordination. - Education: Bachelor’s degree or equivalent years of industry experience. We'll list as
      • . Skills: There are sections: Technical & Analytical Skills: - Expert understanding of 401(k) plan design, administration, and compliance. - Strong analytical capability to work with: large census and payroll data set; plan‑level and participant‑level metrics and analytics - Advanced Excel skills, particularly with large data sets and census data (e.g., complex formulas, pivot tables, data validation, and analysis). - Resourceful, with strong critical thinking, analytical, and problem‑solving skills. Client‑Facing & Communication Skills: - Excellent written, oral, and interpersonal communication skills. - Comfortable and effective speaking with clients and vendors, including in challenging or sensitive situations. - Ability to: clearly and professionally explain administrative processes and best practices; educate clients on legislative and regulatory topics; translate complex technical concepts into clear, concise, client‑friendly language. Project & Time Management: - Demonstrated ability to own and take responsibility for multiple clients at once. - Proven capacity to manage multiple issues, questions, and concerns on a daily basis. - Outstanding time management, with a self‑motivated, detail‑oriented, and organized work style. - Strong project management skills to separate small tasks from major initiatives, manage dependencies, and ensure all tasks are completed accurately, on time, and in a collaborative manner Teamwork & Leadership: - Works well within a team‑based environment and collaborates effectively with colleagues across functions (operations, compliance, investments, legal, etc.). - Ability to delegate work to analysts, provide direction and context, and oversee the quality and completeness of deliverables. We'll list as
      • under Skills. Benefits: The paragraph: "Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies." We'll list each benefit as
      • . Could be many; we can split by semicolons/commas. But we can keep as a single
      • with the whole sentence? Better to split into items for clarity. However instruction: Use
        • for any list of duties/requirements/benefits. So we need to make a list. We'll break into items separated by semicolons. Let's extract items: - a 401(k) savings plan with employer contributions - an employee stock purchase plan - consideration for long-term incentive awards at Aon’s discretion - medical, dental and vision insurance - various types of leaves of absence - paid time off, including 12 paid holidays throughout the calendar year - 15 days of paid vacation per year - paid sick leave as provided under state and local paid sick leave laws - short-term disability and optional long-term disability - health savings account - health care and dependent care reimbursement accounts - employee and dependent life insurance and supplemental life and AD&D insurance - optional personal insurance policies - adoption assistance - tuition assistance - commuter benefits - an employee assistance program that includes free counseling sessions We'll keep as
        • . Pay: We'll include paragraph: "The salary range for this position (intended for U.S. applicants) is $100,000-$140,000 annually. Salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan." Schedule: "This is a virtual role with the flexibility