Retirement Plan Manager (Consultant)
Core
Lead the administration of employer-sponsored retirement plans, serving as the primary contact for plan sponsors to meet operational and administrative needs.
Role type
Retirement Plan Manager (Consultant)
Builds
Operational efficiency and positive client experiences for retirement plan sponsors
Domain
Asset Management / Retirement Services
Deliverable
client delivery
Required skills
communication, project management, relationship building, client consultation, process improvement, issue resolution, campaign execution, internal collaboration
Preferred skills
ASPPA credentials (QKA, QPA), RPF certification, account management, project management
Technologies
N/A
Responsibilities
Maintain understanding of client plan objectives and daily operations; consult with clients to maintain relationships; uncover ways to improve daily operations; serve as primary contact for operational challenges; resolve moderately complex client issues; work with partners on new product adoption; present at client sales and rebid meetings
Seniority
Mid-level IC