Retirement Plan Advisor

3 weeks ago

Wakefield, United States Alliance Benefit Group Full time

**WHO YOU ARE: Retirement Plan Advisor**

Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advisory business.

We are looking for natural leaders, who have outgoing personalities and are not afraid to initiate, build and cultivate relationships. We are looking for innovative thinkers to drive our business forward; someone with an entrepreneurial spirit, client-first focus, drive, determination and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

**Job Responsibilities: Retirement Plan Advisor**
- The ability to understand our clients' businesses and relate to their concerns. Following industry best practices for fiduciary governance when advising clients.
- Handling client's retirement plan goals and recommend adjustments as needed to ensure that each plan is achieving the desired objective.
- Responsible for developing and managing key client relationships.
- Perform fee benchmarking, ERISA regulatory compliance, to monitoring investments and tracking plan performance.
- Easily establish relationships with Associates across the organization to understand the products and services/solutions we offers and foster interdepartmental collaboration.
- Appropriately identify business opportunities/best-fit solutions for existing and prospective advisory clients.
- Serve as day-to-day contact for 50+ institutional retirement plan advisory clients, across various client segments - responsibilities include, but are not limited to: (1) fiduciary and regulatory oversight for assigned plans; (2) coordination/execution of fiduciary governance meetings with retirement plan committees and plan trustees; (3) implementation/execution of investment policy; (4) documentation of process/decisions/meetings and timely execution of approved changes; (5) periodic review of retirement plan goals and plan design; and (6) ongoing client service.

**OUR IDEAL CANDIDATE HAS**:

- **Education**: Bachelors Degree preferred
- ** Experience**: 7+ years of experience working with qualified retirement plans/institutional investors
- **Licensure/Certification(s)**: FINRA Licensed (Series 65 required)
- **Skills/Knowledge**:

- Knowledge of retirement, advisory, and ERISA compliance services.
- Proficient in Microsoft Office (Excel, Word, PowerPoint, etc.) with an overall ability to learn and use different software packages.
- Excellent organizational, communication, presentation and follow-up skills.

**ABOUT OUR CLIENT**:
MP's Client proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, they've remained devoted to making a difference in the lives of their people, their clients and their community. With a 9-year average associate tenure among their 265 professionals, their team's commitment to excellent service has positioned MP's Client as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Their ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, they engineer simple solutions and continuously strive to make them better. Their in-house experts-and their commitment to excellence-define who they are.

MP's Client is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

They were also recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 they earned a Top Workplace USA Awards from Energage.

**ADDITIONAL INFORMATION**:

- **Location**:Hybrid Role in Wakefield, MA office. In office requirement: At least 2x per week. Note: We do not offer relocation assistance at this time.
- **Compensation**: $125k - $150k (salary + bonus)
- **Benefits**:Eligible for benefits day 1 No wait period.
- **Benefits offered**:PTO, 12 Paid Holidays, 2 Community Volunteer Days, 5 Summer Half Days, Medical, Dental, Vision, Life Insurance, LTD & STD, Retirement Plan with 3.75% Employer Match, and more
- **Why is this role open**: Succession. We have a team member who is retiring soon
- **Reports to**:SVP, Head of Fiduciary Advisory Services
- ** Interview Process**: 4 Step 1st phone interview with MP, 2nd phone call with HR, 3rd Zoom Interview with Hiring Manager, Final (Zoom or in-person) with team

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