Consultant, GRS
Core
Support business growth and client retention for group retirement solutions through proactive consulting, relationship management, and cross-selling initiatives.
Role type
Senior IC group retirement consultant
Builds
Group retirement solutions, cross-sell initiatives (ICPP, IFS), and client service models
Domain
Financial services / Retirement planning / Group benefits
Deliverable
client delivery
Required skills
group retirement program knowledge, investment expertise, governance and compliance knowledge, taxation expertise, regulatory requirements knowledge, client relationship management, solution-oriented recommendations
Preferred skills
RPA designation, CEBS designation, LLQP license
Technologies
internal systems and databases
Responsibilities
Maintain and service assigned block of group retirement clients, execute sales via marketings for partner firms and new opportunities, support cross-sales initiatives, respond to technical inquiries on plan design and legislation, prepare client meeting materials and governance documentation, monitor market trends and industry developments, develop governance processes for clients
Seniority
Mid-Senior, hands-on IC