Senior Workplace Strategy Consultant
Core
Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence long-term financial success.
Role type
Senior IC financial planning consultant
Builds
Managed account solutions and retirement distribution strategies
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement planning acumen, sales, relationship cultivation, policy communication, distribution strategy, financial education, goal setting, multitasking, stress management, software proficiency (Windows, MS Office, Salesforce), regulatory compliance (IAR)
Preferred skills
Consulting skills, self-starter mindset, quick learning ability, strong presentation skills
Technologies
Salesforce, Windows, Microsoft Office (Word, Excel, PowerPoint)