Senior Defined Contribution Consultant
Core
Lead consultant and advisor to a book of defined contribution clients with plans between $25M and $500M in assets, managing at least $1,000,000 in revenue.
Role type
Senior Defined Contribution Consultant
Builds
Plan review/investment review reports, RFP/RFI marketing results, and long-term client relationships.
Domain
Financial Services / Retirement Planning / Defined Contribution
Deliverable
client delivery
Required skills
Defined contribution landscape expertise, fiduciary governance, plan design, investment advisory, recordkeeping vendor management, employee engagement strategies, business development, RFP/RFI management, strategic planning
Preferred skills
401(k), 403(b), 457(b) plan experience, seminar/conference presentation, thought leadership
Technologies
None stated
Responsibilities
Serve as lead consultant for DC clients; support clients on plan investments, design, fee benchmarking, vendor management, and governance; present review reports; initiate sales activity; retain and grow client book; conduct compliance and operational reviews; oversee RFP/RFI processes.
Seniority
Senior, hands-on IC with business development responsibilities