Retirement Plan Consultant (Plan Transitions & New ...

_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_ _close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise._ Essential Duties and Responsibilities u2022 Manage a select group of retirement plan conversions u2022 Responsible for all aspects of plan conversions u2022 Drafting participant notices and service agreements u2022 Perform project tasks independently, and direct the efforts of others u2022 Anticipate client needs and formulate solutions to client issues u2022 Prepare and review deliverables for accuracy and quality u2022 Plan and participate in client conversion meetings u2022 Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences Skills u2022 Excellent problem solving including an ability to independently research and determine strategies to solve client needs u2022 Experience fostering client relationships u2022 Operating standard office equipment and using required software applications, including Microsoft Office and established databases u2022 Providing excellent customer service u2022 Critical thinking u2022 Communicating effectively, both orally and in writing u2022 Prioritize, work independently and drive tasks to completion u2022 Lead project teams and function with multiple tasks and deadlines concurrently u2022 Handle multiple ongoing projects u2022 Knowledge of the Relius recordkeeping system Education/Previous Experience: u2022 Bacheloru2019s Degree and a minimum of three (3) years of relevant experience in financial services. OR u2022 Any equivalent combination of education, training and/or experience approved by Human Resources. Licenses/Certifications QKA or QPA designation preferred

Created: 2026-02-04