Senior Retirement Advisor Consultant

About the role

We currently have an opportunity for a Senior Retirement Advisor Consultant to join our RPW team in our Boston, MA office on a hybrid schedule. The Retirement Plan Senior Advisor Consultant serves as lead advisor for a book of retirement plan business, with full accountability for implementation and execution of the consulting service model. This role requires expert-level knowledge, proven business development capabilities, and strong leadership skills. The Senior Advisor acts autonomously on most decisions, provides guidance on complex fiduciary matters, and applies experienced-based judgment to resolve sophisticated plan design and governance issues.

Responsibilities

• Serve as lead advisor for an assigned book of retirement plan business
• Drive implementation and execution of the firm’s retirement plan consulting service model
• Build relationships with HR executives, CFOs, and board-level decision-makers at plan sponsor organizations
• Lead complex fiduciary discussions including investment policy development, fee benchmarking, and governance structures
• Advise on sophisticated plan design including cash balance plans, nonqualified deferred compensation, and executive benefits
• Use experienced-based judgment to resolve service and policy issues requiring nuanced analysis
• Drive business development through strategic COI relationships, thought leadership, and targeted prospecting
• Lead finalist presentations and RFP responses for prospective clients
• Collaborate with client service teams, education specialists, and investment analysts to deliver integrated solutions
• Represent the firm in industry forums, conferences, and professional associations
• Ensure all advice meets the highest fiduciary and regulatory standards

Requirements

• 10 years of progressive experience in retirement plan consulting and fiduciary advisory
• In-depth knowledge of the retirement plan industry, products and services, and competitive landscape
• Proven track record managing complex, high-value plan relationships
• Demonstrated business development success with consistent new client acquisition
• Expert in fiduciary best practices, investment due diligence, and plan governance
• Excellent executive presence with strong communication, presentation, and negotiation skills
• Proficient in Microsoft Office Suite
• Bachelor’s degree required
• FINRA Series 6, 63, and 65 licenses required
• 10+ years of relationship management or client service experience, preferably within the retirement/401(k) industry
• AIF (Accredited Investment Fiduciary) credential preferred
• Additional credentials highly valued: CPFA, QPA, CFA, or CFP

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Pay

The expected salary range for this position is $150,000 - $200,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. This role has a potential opportunity for commission eligibility.

Schedule

Hybrid schedule in our Boston, MA office.