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Senior Defined Contribution Consultant

5 months ago

Chicago, United States Aon Full time

We have an exciting opportunity for a Senior Defined Contribution Consultant - within the Defined Contribution Consulting practice for Aon Consulting, Inc. any location

Summary

Aon Consulting, Inc. seeks an experienced team member to join the defined contribution plan consulting practice. The consultant provides support to existing clients' defined contribution programs (401(k), 403(b), 457, etc.), assists in the development of new business, and partners with plan consultants and project managers to provide full spectrum of DC client services to primarily mid to large sized clients. Consultants are responsible for supporting the execution and delivery of consulting projects and advice to our clients. Once fully integrated into our practice, they lead sales and marketing activities, and will manage a book of business.

Responsibilities:

  • Perform and lead vendor searches: RFP preparation, distribution, analysis, reporting.
  • Perform and lead vendor fee and expense analyses.
  • Assist clients in managing their vendors.
  • Coordinate fiduciary oversight processes, checklists and documentation with clients.
  • Lead data analysis projects, Excel and PowerPoint report preparation.
  • Research plan design trends and calculate financial impact of design changes.
  • Coordinate vendor implementations/conversions.
  • Manage client projects and services independently, coordinate with project teams, and proactively lead consultants on fulfillment of deliverables.
  • Initiate proactive client interaction, servicing and problem-solving by providing research and technical support to clients.
  • Provide proactive and creative support to clients. Apply good judgment and appropriate follow-through with clients, firm employees, and other service providers to clients.
  • Demonstrate initiative and ownership of all client-related work.
  • Exhibit outstanding knowledge of defined contribution plan administration and compliance requirements, and the ability to apply this knowledge to client work.
  • Efficiently manage time and internal resources to allow for effective handling of multiple projects for multiple clients simultaneously.
  • Provide support and leadership that contributes to the success of assigned client teams.
  • Participate in and lead the success of marketing activities. Provide support in the preparation of proposals and RFP responses and new business presentations.

Requirements:

  • Bachelor's degree in related discipline. CEBS, ASPPA or other retirement certification programs and/or coursework is a plus.
  • 7+ years of experience in defined contribution consulting including experience with a variety of DC plans including 401(k), 403(b), 457, etc.
  • An outstanding understanding of defined contribution administration requirements according to IRS and ERISA.
  • An understanding of the 401(k) recordkeeping marketplace and experience with recordkeeper selection and management, fee analysis, and fiduciary support. Prior recordkeeping experience also a plus.
  • Excellent analytical and consultative inquiry skills.
  • Proficient with PC experience, particularly the Microsoft suite of business applications (Word, Excel, and PowerPoint).
  • Ability to work well in a fast-paced, high-pressure environment.
  • Team player who can work with a variety of individuals.
  • Ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines.
  • Excellent planning and organizational skills.
  • Accuracy and attention to detail.
  • Excellent oral and written communication skills.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $109,000 to $130,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.