Senior Consultant
Core
Senior Consultant providing expert guidance on employer-sponsored retirement plans (457(b), 401(a), 401(k), 403(b), HRA/RMS) for governmental and corporate clients.
Role type
Senior Consultant (Financial Planning/Retirement Solutions)
Builds
Plan strategies, designs, and regulatory compliance solutions for plan sponsors.
Domain
Financial Services / Retirement Planning / Regulatory Compliance
Deliverable
client delivery
Required skills
ERISA and public sector plan law knowledge, RFP management, plan conversions, audits, Excel, Word, PowerPoint, client relationship management, regulatory guidance
Preferred skills
Series 65 or Series 7 and 66 (IAR qualification), CRM platform experience
Technologies
Excel, Word, PowerPoint, CRM platforms
Responsibilities
Consult on plan strategy and design, conduct audits of plan documents and fees, review service agreements, research fixed accounts and stable value funds, participate in plan conversions, conduct recordkeeper RFPs, present plan analyses to sponsors and committees, resolve escalated service requests, support sales team with proposals and prospect meetings, provide regulatory guidance, maintain client documentation.
Seniority
Senior, hands-on IC
