Retirement Plan Consultant
2 weeks ago
This prestigious retirement plan and insurance solutions consulting firm with a proud legacy of serving entrepreneurial families and middle market institutions for over 40 years is seeking to hire a Retirement Plan Consultant with a strong 401(k) background to join its Retirement practice with a potential for equity ownership.
This position is responsible for prospecting, relationship management, and providing solutions for clients. Retirement Plan Consultants work closely and are supported by a team of highly seasoned investment analysts, client service professionals and administrative assistants. The selected candidate will work closely with members of the Retirement team to learn both sales and service requirements of middle market institutional retirement plan markets. This position is appropriate for the candidate who wants to play the long game of earning a book of business over time and learning how to build their own book through internal sales.
This position is hybrid and can be located anywhere between Philadelphia and the New York City Metro area. The benefits package includes a six figure base salary with unlimited income potential, expenses paid, medical, dental, vision, life insurance, 401(d) with company match, STD, LTD, paid holidays, and a generous time off plan.
Essential Functions/Major Duties
- Support Senior Consultants in maintaining and growing current relationships
- Identify, qualify, and pursue new business prospects
- Attend review and sales meetings with senior members of the team
- Identify potential cross selling opportunities
- Build relationships with centers of influence that you and the firm has
- Understand the firm's processes to be able to accept internal client referrals
- Support firm-wide sales through concept sharing with other consultants and providing technical expertise to team members, as necessary.
Specific Job Skill Requirements
- Detailed understanding of DOL/ERISA pension plan regulations
- Ability to effectively converse with entrepreneurial prospects/clients
- Willingness to work with clients on their specific pension plan strategies
- Proven ability to present and communicate complicated concepts
- Managing meetings
- Engaging with other team members to implement meeting follow-ups with clients, internal team members, and external advisors
Essential Personality Traits
- Unquestionable integrity
- Independent self-starter
- Enjoys selling and prospecting
- Ability to motivate others to take action
- Eager to learn new concepts
- Strong interpersonal / communication skills
- Strong success motivation
Education and Experience Requirements
- 3+ years directly related experience
- Current (or willing to immediately attain) Series 7 & 66 FINRA registrations
- Life, Accident, and Health Insurance license in PA preferred
- Bachelor’s degree or equivalent
- Current or planned additional industry credentialization preferred
-
Retirement Plan Consultant
2 weeks ago
New York, United States Global Corporate Leaders Executive Recruiting Full timeThis prestigious retirement plan and insurance solutions consulting firm with a proud legacy of serving entrepreneurial families and middle market institutions for over 40 years is seeking to hire a Retirement Plan Consultant with a strong 401(k) background to join its Retirement practice with a potential for equity ownership. This position is responsible...
-
Retirement Plan Specialist
3 weeks ago
New York, New York, United States Empower Full timeEmpower Retirement Plan Advisor RoleWe are seeking a skilled Retirement Plan Advisor to join our team at Empower. As a key member of our organization, you will play a vital role in helping individuals achieve their long-term financial goals.Key Responsibilities:Develop strategic partnerships with key contacts in each location and agencies within assigned...
-
Retirement Plan Advisor Position
4 weeks ago
New York, New York, United States Empower Full timeEmpower Retirement Services JobJoin Empower, a leading provider of retirement services, as a Retirement Plan Advisor. In this role, you will help individuals build a healthy retirement and plan their financial future using Empower's retirement provider services through their employer.Key Responsibilities:Develop strategic partnerships with key contacts in...
-
Retirement Plan Tax Specialist
3 weeks ago
New York, New York, United States Alvarez & Marsal Tax, LLC Full timeAs a Retirement Plan Tax Specialist at Alvarez & Marsal Tax, LLC, you will work with a team of professionals to advise companies on qualified retirement plan issues, executive compensation matters, and other compensation and benefits topics.You will focus on completing complex tax projects, participating in engagements requiring tax analysis and modeling,...
-
Senior Retirement Plan Administrator
4 weeks ago
New York, New York, United States Transition Finance Strategies LLC Full timeWe are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans.We are the leading ESOP recordkeeping and administration services firm in the country, and we are rapidly growing our 401(k) and defined benefit retirement plan business.We are...
-
Strategic Planning Consultant
4 weeks ago
New York, New York, United States The New York Climate Exchange Full timeJob Title: Strategic Planning ConsultantThe New York Climate Exchange is seeking an experienced Strategic Planning Consultant to facilitate a strategic planning process to guide the first years of our new organization's strategy and growth. The consultant will work closely with our leadership team to develop a clear and actionable strategic plan that aligns...
-
Retirement Plan Advisor
2 months ago
NEW YORK, United States Empower Full timeGrow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...
-
Strategic Planning Consultant
3 weeks ago
New York, New York, United States The New York Climate Exchange Full timeJob DescriptionThe New York Climate Exchange is seeking an experienced Strategic Planning Consultant to facilitate a strategic planning process for the organization's first years of strategy and growth. The consultant will work closely with the leadership team to develop a clear and actionable strategic plan that aligns with the mission and goals, provides a...
-
Strategic Planning Consultant
4 weeks ago
New York, New York, United States The New York Climate Exchange Full timeJob Opportunity: Strategic Planning ConsultantThe New York Climate Exchange is seeking a seasoned Strategic Planning Consultant to lead a strategic planning process that will guide the organization's first years of strategy and growth.Key Responsibilities:Develop a clear and actionable strategic plan that aligns with the organization's mission and...
-
Client Retirement Consultant
4 weeks ago
New York, United States Gallagher Benefit Services Full timeIntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
-
Automotive Location Planning Consultant
4 weeks ago
New York, New York, United States S&P Global Full timeAbout the RoleWe are seeking a highly skilled Automotive Location Planning Consultant to join our team at S&P Global. As a key member of our Automotive Dealer Network Planning Solutions team, you will play a crucial role in providing insight and analysis to Vehicle OEM's, Dealer Groups, and other organizations focused on the location and optimization of...
-
Strategic Planning Consultant
3 weeks ago
New York, New York, United States International Rescue Committee Full timeJob DescriptionThe International Rescue Committee (IRC) is seeking a highly skilled and experienced professional to join our team as a Strategic Planning Consultant. This is a unique opportunity to work with a global humanitarian organization and contribute to the development of a country-level strategy for scaling up malnutrition treatment in Nigeria and...
-
Retirement Plan Service Specialist
4 hours ago
Kansas City, Missouri, United States SS&C Technologies Full timeJob DescriptionTitle: Retirement Plan Client Relations Specialist - Fund Event TeamLocation: Hybrid - Kansas City, MO or Braintree, MAJob Summary: We are seeking a skilled Client Relations Manager to join our Fund Event Operations team. The ideal candidate will have experience in the retirement plan industry and be able to effectively communicate with...
-
Financial Planning
1 week ago
New York, NY, United States Fidelity Investments Full timeFinancial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...
-
Retirement Plan Conversion Specialist
4 weeks ago
Kansas City, Missouri, United States SS&C Full timeAbout SS&CSS&C is a leading global provider of investment and financial services and software for the financial services and healthcare industries. With over 20,000 employees in 90 offices across 35 countries, SS&C has established itself as a top U.S. company based on revenue, according to the Fortune 1000 list. Our products and services are used by 18,000...
-
Senior Retirement Transformation Leader
7 days ago
New York, New York, United States Hispanic Technology Executive Council Full timeRole Summary:As a Senior Retirement Transformation Leader at the Hispanic Technology Executive Council, you will be responsible for driving industry-specific, function, and digital operating model transformation. This will involve designing and implementing business changes that drive continuous reinvention and help our clients become future-proof...
-
Retirement Plan Conversion Specialist
4 weeks ago
Kansas City, Missouri, United States SS&C Full timeJob Description:SS&C is a global leader in providing investment and financial services and software to the financial services and healthcare industries. With over 20,000 employees in 35 countries, SS&C has established itself as a top provider of innovative solutions. As a Retirement Plan Conversion Analyst, you will play a critical role in helping our...
-
Corporate Benefits and Retirement Plan Director
4 weeks ago
Panama City, Florida, United States Aegis Worldwide Full timeJob Title:Benefits and Retirement Plan ManagerJob Summary:We are seeking an experienced and detail-oriented Benefits and Retirement Plan Manager to oversee the administration and management of multiple benefits and retirement plans, with a special focus on working with union employees.The ideal candidate will have extensive experience in benefits...
-
Corporate Benefits and Retirement Plan Manager
2 months ago
Bay City, United States Aegis Worldwide Full timeJob Title: Benefits and Retirement Plan Manager Department: Human Resources Reports To: Director of Human Resources Position Type: Full-Time Job Summary: We are seeking an experienced and detail-oriented Benefits and Retirement Plan Manager to oversee the administration and management of multiple benefits and retirement plans, with a special focus on working...
-
Retirement Solutions Client Service Associate
3 months ago
New York, United States Alera Group, Inc. Full timeOverview: Brio Benefit Consulting is looking for a Retirement Solutions Client Service Associate to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services...