Defined Contribution/Defined Benefit Implementation Consultant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Stamford, United States Kalos Consulting Full time

DC/DB Implementation Consultant / Onboarding Manager


Company Highlights

  • 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
  • Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
  • This firm offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

  • Competitive Compensation
  • 401(k) Profit Sharing Plan
  • Medical / Dental Insurance
  • Section 125 (cafeteria) Plan


The Role You Will Play

  • The DC/DB Implementation Consultant will manage and initiate the installation process for new sales as well as assume project ownership for assigned accounts.
  • This role will compile and review prior DC/DB plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design/administration.
  • The DC/DB Implementation Consultant will complete all necessary installation paperwork and set up internal databases as needed.
  • This role is entrusted to collaborate with the internal team to develop and improve new business procedures.

Community Highlights

  • The Implementation Consultant / Onboarding Manger is based onsite in Stamford, Connecticut.
  • This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
  • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.

Background Profile

  • 4+ years of retirement services experience
  • Exposure to sales processes
  • Strong communication, organization, and project management skills
  • Expertise in Excel & Word; Access a plus
  • Bachelor’s Degree


  • Stamford, United States Kalos Consulting Full time

    Company Highlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh...

  • Defined Contribution Consultant

    Found in: Appcast US C2 - 1 week ago


    Stamford, United States Kalos Consulting Full time

    Company Highlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh...

  • Defined Contribution Consultant

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Stamford, United States Kalos Consulting Full time

    Company Highlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh...


  • Stamford, United States Kalos Consulting Full time

    DC/DB Implementation Consultant / Onboarding Manager Company Highlights 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement...


  • Stamford, United States CareerBuilder Full time

    DC/DB Implementation Consultant / Onboarding Manager Company Highlights 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement...


  • Stamford, United States Kalos Consulting Full time

    DC/DB Implementation Consultant / Onboarding Manager Company Highlights 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement...


  • Stamford, United States Kalos Consulting Full time

    DC/DB Implementation Consultant / Onboarding Manager Company Highlights 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs. Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement...

  • Pension Consultant

    1 week ago


    Stamford, United States Pension Associates Retirement Planning, LLC Full time

    Job DescriptionJob DescriptionPension Associates is a third party administration firm located in Stamford, CT.  We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in...

  • Sr. Actuary, Pension

    2 weeks ago


    Stamford, United States Kalos Consulting, Inc. Full time

    Job DescriptionJob DescriptionCompany Highlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and...


  • Stamford, United States Kalos Consulting, Inc. Full time

    Job DescriptionJob DescriptionCompany Highlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and...

  • Benefits Manager

    3 days ago


    Stamford, United States Lu Guasco, LLC Full time

    Are you an International Corporate Benefits professional looking for the next step in your career? Would you like to work for a growing, global organization? This could be the job for you! The ideal candidate will be detail orientated, possess a continual improvement mentality, and have a successful track record of working in a fast-paced, deadline-driven...

  • Benefits Manager

    2 weeks ago


    Stamford, United States Lu Guasco, LLC Full time

    Are you an International Corporate Benefits professional looking for the next step in your career? Would you like to work for a growing, global organization? This could be the job for you! The ideal candidate will be detail orientated, possess a continual improvement mentality, and have a successful track record of working in a fast-paced, deadline-driven...

  • Benefits Manager

    7 days ago


    Stamford, United States Lu Guasco, LLC Full time

    Are you an International Corporate Benefits professional looking for the next step in your career? Would you like to work for a growing, global organization? This could be the job for you! The ideal candidate will be detail orientated, possess a continual improvement mentality, and have a successful track record of working in a fast-paced, deadline-driven...

  • Senior Underwriting Risk Manager

    Found in: Talent US C2 - 1 week ago


    Stamford, United States AXA Group Full time

    Location - London/Paris/USA A commercial lines (re)insurer, AXA XL is subject to a range of risks as a result of its underwriting activities. AXA XL’s Risk Management Function defines processes, rules and governance to empower the business to take on risks in a secured environment, thus enhancing value creation and protecting the capital, liquidity,...

  • Data & Analytics Manager

    Found in: Appcast US C2 - 3 days ago


    Stamford, United States ICON International, Inc. Full time

    Manager, Data & AnalyticsJOB WILL BE LOCATED IN STAMFORD, CTICON International, repeatedly named one of the 25 Best Places to Work in Connecticut, is currently seeking a Manager of Data & Analytics to join our Ad Platforms team. This position requires 5+ years of experience in a data-driven marketing or analytics role. ResponsibilitiesSpearhead the...

  • Data & Analytics Manager

    Found in: Appcast Linkedin GBL C2 - 2 days ago


    Stamford, United States ICON International, Inc. Full time

    Manager, Data & AnalyticsJOB WILL BE LOCATED IN STAMFORD, CTICON International, repeatedly named one of the 25 Best Places to Work in Connecticut, is currently seeking a Manager of Data & Analytics to join our Ad Platforms team. This position requires 5+ years of experience in a data-driven marketing or analytics role. ResponsibilitiesSpearhead the...


  • Stamford, United States Ethan Allen Global Inc Full time

    Stamford, CT, USA Req #27 Monday, September 4, 2023 General Objectives:The Design Consultant works closely with the customer in the design center/studio, remotely, online or in the customer’s home to create individualized design solutions to sell Ethan Allen products and services. The designs include space planning, fabric coordination, product...


  • Stamford, United States EWM Global Full time

    Company Description EWM Global is a leading provider of technology solutions for financial services firms. Our secure, digital platform enables large financial services firms to manage their deferred cash, share, carried interest, and co-investment plans. We have been partnering with our clients since 2001 to streamline compensation plan administration and...

  • Compensation Consultant

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Stamford, United States EWM Global Full time

    Company Description EWM Global is a leading provider of technology solutions for financial services firms. Our secure, digital platform enables large financial services firms to manage their deferred cash, share, carried interest, and co-investment plans. We have been partnering with our clients since 2001 to streamline compensation plan administration and...


  • Stamford, United States EWM Global Full time

    Company Description EWM Global is a leading provider of technology solutions for financial services firms. Our secure, digital platform enables large financial services firms to manage their deferred cash, share, carried interest, and co-investment plans. We have been partnering with our clients since 2001 to streamline compensation plan administration and...