Associate Retirement Plan Consultant

2 weeks ago

Portland, United States Multnomah Group Full time
Job DescriptionJob Description

Position Overview
The Associate Consultant role provides support to the firm's lead consultants and consults with retirement plan clients on fiduciary governance, investments, recordkeeping vendor oversight and plan operation issues. The Associate Consultant role is designed to bridge experienced analysts from an analyst role into a lead consultant role by developing progressive responsibilities for client service within a consulting team overseen by the team's lead consultants. The Associate Consultant guides clients in the ongoing fiduciary oversight of their retirement program by delivering the firm's standard deliverables consultant with the Plan Forward consulting philosophy and the firm's Annual Fiduciary Program.

Primary Responsibilities

  • Attend client meetings
    • Attend all client workgroup and committee meetings for clients of the assigned consulting team
    • Deliver a component of the meeting at each committee meeting
    • Write meeting minutes for each client meeting
  • Interface with the centralized support services teams to implement client decisions
    • Create and update business processes to reflect client decisions
    • Initiate internal workflows
    • Update CRM to reflect client decisions
    • Maintain CRM with client changes
  • Develop consulting skills to present standardized client deliverables
    • Tax progressive ownership in delivering standardized client deliverables to clients

Minimum Qualifications

  • Deep technical knowledge in one area of our core technical expertise (fiduciary governance, investments, recordkeeping oversight, or plan operations) as demonstrated by industry designations, education or experience
  • Generalist technical knowledge in other areas of our core technical expertise (fiduciary governance, investments, recordkeeping oversight, or plan operations) as demonstrated by industry designations, education, or experience
  • Passage of series 65 exam
  • Senior Analyst level or equivalent work experience

Compensation and Benefits

  • Compensation is commensurate with experience
  • 401(k) Plan with 3% Safe Harbor contribution plus annual discretionary profit-sharing contributions
  • 100% of employee's medical and dental insurance premiums
  • Unlimited paid time off
  • Flexible spending plan for medical, dependent care, and transportation expenses
  • Tuition reimbursement plan

Firm Overview

Multnomah Group is a 100% fee-for-service consulting firm. We serve our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients. Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.

At Multnomah Group, we want to grow and develop our people by providing an environment that fosters their personal development and professional growth. Our team has the flexibility to make work and life coexist in a balanced way. It’s a culture that allows us to attract and retain skilled professionals that bring their passion and expertise to making retirement plans more effective. We are very proud that our commitment to cultivating our culture for our team is demonstrated by three consecutive years being included on the Best Places to Work for Financial Advisers by InvestmentNews. 

We are comprised of individuals from diverse backgrounds and with different experiences, but it’s only through collaboration that we are successful for our clients. Our company is structured around consulting teams which provide our clients access to all of the resources of the company, and throughout the year we gather our full team together to share ideas and experiences (and usually a lot of food). Our collaboration has been noted through more than three year's being listed as a NAPA Top DC Plan Advisor Teams. This list highlights the nation’s leading retirement plan advisor firms. 

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