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Retirement Plan Consultant
4 months ago
Position Overview
The Retirement Plan Consultant role is responsible for building and maintaining client relationships by providing outstanding client service and advice to the firm's clients. The Consultant guides clients in the ongoing fiduciary oversight of their retirement program by delivering the firm's standard deliverables consistent with the Plan Forward consulting philosophy and the firm's Annual Fiduciary Program.
Primary Responsibilities
Serve as the primary point of contact to assigned clients
Attend all client workgroup and committee meetings for assigned clients
Deliver standard client deliverables
Write meeting minutes for each client meeting
Respond to ad hoc client inquiries and create custom deliverables, as needed
Interface with the centralized service 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
Consulting team subject matter expert
Serve as an internal subject matter expert to the assigned consulting team
Attend committee meetings for other clients assigned to the team to provide expertise
Business development (20%)
Develop and maintain relationships with centers of influence (e.g. retirement plan auditors, ERISA attorneys, recordkeepers, etc.)
Track and maintain relationships with former clients as they move among organizations
Nurture and engage with assigned leads with the intent to move them along the business development process
Minimum Qualifications
Demonstrated ability to build and maintain relationships with the firm's core clients
Demonstrated ability to service top-tier clients in support of the Senior Consultant
Demonstrated ability to lead consulting engagements without direct support of a Senior Consultant
Development of intermediate technical knowledge across the firm's areas of expertise (fiduciary governance, investments, recordkeeping oversight, or plan operations) to complement deep technical knowledge in one area
Demonstrated ability to present all of the firm's standardized client deliverables
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 theBest 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 aNAPA Top DC Plan Advisor Teams. This list highlights the nation’s leading retirement plan advisor firms.
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