Defined Contribution/Defined Benefit Implementation Consultant

3 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 hybrid 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


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