Retirement Plan Consultant (Plan Transitions & New Business)

About the position Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education. Job Description 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. Responsibilities • Manage a select group of retirement plan conversions • Responsible for all aspects of plan conversions • Drafting participant notices and service agreements • Perform project tasks independently, and direct the efforts of others • Anticipate client needs and formulate solutions to client issues • Prepare and review deliverables for accuracy and quality • Plan and participate in client conversion meetings • Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences Requirements • Excellent problem solving including an ability to independently research and determine strategies to solve client needs • Experience fostering client relationships • Operating standard office equipment and using required software applications, including Microsoft Office and established databases • Providing excellent customer service • Critical thinking • Communicating effectively, both orally and in writing • Prioritize, work independently and drive tasks to completion • Lead project teams and function with multiple tasks and deadlines concurrently • Handle multiple ongoing projects • Knowledge of the Relius recordkeeping system • Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services. OR Any equivalent combination of education, training and/or experience approved by Human Resources. Nice-to-haves • QKA or QPA designation preferredApply Now

Apply Now