Retirement Analyst
Core
Support Client Executives and Managers in the Retirement Services Division with employer-sponsored qualified and non-qualified retirement plans, including provider selection, pricing, and implementation.
Role type
Mid-level IC retirement plan analyst
Builds
Retirement plan implementations and administrative setups for new clients and transfers
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement plan provider selection, administration pricing analysis, proposal evaluation, Salesforce CRM management, plan transfer coordination, open enrollment coordination, carrier representative liaison, market research, data analysis, presentation support
Preferred skills
Series 65 securities license, California drivers license
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Assist with retirement plan provider selection for new clients or existing plan transfers; Prepare administration pricing of accounts; Analyze proposals inclusive of costs and benefits; Review bidding process results with Client Executives; Maintain and organize the customer relationship management system (Salesforce); Track Plan Transfers and Broker of Record changes; Coordinate and prepare materials for formal presentations; Accompany Client Executives on off-site presentations; Prepare announcement material for enrollment processes; Work with Carrier Representatives to coordinate new plan implementation; Conduct employee open enrollment meetings; Attend sales meetings as requested; Coordinate "Administrative Installation" with plan provider representatives; Prepare files and records needed for MMA; Keep abreast of the marketplace.
Seniority
Mid-level, hands-on IC