Retirement Plan Consultant

2 weeks ago

Portland, United States Multnomah Group, Inc. Full time

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 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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