Analyst, Advisor Channel Consulting
4 weeks ago
The Purpose of Your Role:
This new position offers a highly motivated individual the opportunity to learn the retirement plan service and sales support roles and be a critical contributor in servicing our financial advisor partners and external retirement plan wholesale sales team.
Filling this critical role is an integral part of Retirement Plan Services growth plan. The successful candidate is expected to provide service excellence with every interaction on a daily basis.
What you'll bring to Sentinel:
- Relationship Management: Candidates should excel in building and maintaining strong relationships with our external advisor partners and internal wholesale sales team. Effective communication skills, empathy, and the ability to understand clients' unique needs are crucial for success in this role.
- Data Analysis and Decision Support: Given the complexity of retirement plan design and pricing, candidates should be proficient in data analysis and able to interpret and present complex information in a clear and actionable manner.
- Review investment availability on different platforms.
- Prepare mutual fund share-class comparison report.
- Periodic review and control (QC) of model rebalancing and other automated STP jobs
- Periodically provide fee reports to advisors
- Contact Management maintenance
- Periodically upload advisor’s factsheets and deliverables to our Website
- Review Quarterly Investment Files to ensure fund balances are accurate
- Send Quarterly invoice file for processing, notify advisor when ACH has been released
- Process individual advisory invoices
- Recurring Advisory Fee payments set up
- Process fund changes and ensure necessary documentation is complete
- Collaborate with team members on various projects
- Interact/support advisor partner relationships
- Support external wholesale sales team
About you:
We are looking for innovative thinkers to drive our business and clients forward - someone with customer focus, drive, determination, and the strength of character to challenge the status quo. We strive to surround ourselves with team members who go beyond in all job facets and look for people who are willing to embrace change.
Preferred qualifications:
- 1-3+ years’ experience in a service role preferred but willing to train
- Strong analytical skills, attention to detail and excellent communication and collaboration abilities.
- Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.
- Familiarity with defined contribution and defined benefits retirement plans
Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.
Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
- PTO (vacation, sick, personal time bank) – unlimited FTO after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days Off
- Medical, Dental and Vision Benefits
- Life Insurance
- LTD & STD
- Retirement Plan with 3.75% Employer Match
- Parental Leave
See What We Stand For:
Who we are:
Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.
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