Sr. Advanced Markets Consultant
Core
Sr. Advanced Markets Consultant providing regulatory expertise and consultative support on qualified retirement plan matters, analyzing IRC and ERISA provisions to resolve complex inquiries and deliver strategic guidance.
Role type
Senior IC regulatory consultant (retirement plans)
Builds
Strategic guidance and compliance solutions for internal business partners, clients, and plan sponsors
Domain
Financial services / Retirement planning / Regulatory compliance
Required skills
IRC and ERISA interpretation, retirement plan compliance, plan design, operational compliance, remediation strategies, fiduciary responsibilities, regulatory frameworks
Preferred skills
Professional designations (CPC, QPA, QKA, ERPA, CEBS), experience with large/complex sponsors, corporate transactions expertise
Technologies
None stated
Responsibilities
Research and interpret IRC, ERISA, and state retirement laws; Serve as subject matter expert on plan design and operational compliance; Provide technical guidance to clients and internal partners; Recommend remediation strategies and plan design alternatives; Consult on complex issues involving mergers, acquisitions, and plan terminations; Develop educational resources and technical bulletins
Seniority
Senior, hands-on IC
