Retirement Services Associate Consultant
4 weeks ago
We are seeking a highly skilled and motivated Retirement Services Associate Consultant to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our consultants and clients.
Your primary focus will be on coordinating client projects, including preparing materials for meetings, attending meetings to track tasks and deliverables, and participating in client project calls. You will also be involved in coordinating changes to investment plans, creating and updating summaries for clients, and assisting with requests for proposals (RFPs) and benchmarking materials.
In addition, you will be interacting with service providers and other external contacts, requiring strong communication skills. When it comes to onboarding new clients, you will be responsible for coordinating the collection and review of agreements and documents, and sometimes leading implementation calls.
Our ideal candidate will have three to five years of experience in the retirement industry, with a strong background in record keeping and a familiarity with MS Office Suite, particularly Excel and PowerPoint. A college degree is preferred, and a shared commitment to our company values of integrity, collaboration, passion, innovation, and accountability is essential.
We offer a range of benefits, including generous time off, tuition reimbursement, and professional development opportunities. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.
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Retirement Services Associate Consultant
4 weeks ago
Boston, Massachusetts, United States Marsh LLC Full timeAbout the Role:We are seeking a highly skilled and motivated Associate Consultant to join our Retirement Services team. As a key member of our team, you will support our Consultants and help with various tasks, including preparing materials for client meetings, attending meetings to track tasks and deliverables, and participating in client project...
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Retirement Services Associate Consultant
4 weeks ago
Boston, Massachusetts, United States Marsh LLC Full timeAt Marsh LLC, we're seeking a skilled Retirement Services Associate Consultant to join our team. As a key member of our Retirement Services team, you'll play a vital role in supporting our Consultants and contributing to the success of our clients.About the RoleThe ideal candidate will have three to five years of experience in the retirement industry, with a...
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Retirement Plan Consultant
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Boston, Massachusetts, United States Franklin Templeton Full timeJob SummaryFranklin Templeton is seeking a highly motivated Retirement Plan Consultant to join our Workplace Retirement Sales team in Boston. The successful candidate will be responsible for developing and maintaining relationships with financial professionals, serving as a resource to our sales organization, and providing thought leadership in retirement...
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Retirement Benefits Manager
3 weeks ago
Boston, Massachusetts, United States Sevita Full timeRetirement Benefits ManagerAt Sevita, we strive to provide high-quality services and individualized supports that lead to growth and independence for those we serve. As a Retirement Benefits Manager, you will be responsible for the overall management and administration of Sevita's qualified and non-qualified retirement plans. This includes developing...
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Strategic Retirement Accounts Manager
2 weeks ago
Boston, Massachusetts, United States Natixis Investment Managers Full timeThe Strategic Retirement Accounts Manager will cultivate and expand relationships with key clients in the US Defined Contribution marketplace. This role requires a collaborative approach with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers, and outsourced Fiduciary Investment Solutions Providers.The ideal...
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Senior Consultant, Client Services
4 weeks ago
Boston, Massachusetts, United States eSentio Full timeInformation Governance Consultant OpportunityeSentio Technologies is a leading provider of technology consulting and implementation services to law firms and corporate legal departments. Our teams of consultants are industry leaders who are among the most experienced in their fields.We are seeking a dynamic Senior Information Governance (IG) Consultant to be...
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Financial Planning Specialist
4 weeks ago
Boston, Massachusetts, United States South Shore Retirement Services Full timeSouth Shore Retirement Services is a successful Boston-based independent financial advisory firm seeking a dynamic Financial Advisor to work closely with their advisory team.This role involves managing the existing client book, executing trades, building financial plans, and meeting with existing clients to review their current financial plan.The ideal...
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Economic Consulting Senior Associate
4 weeks ago
Boston, Massachusetts, United States Charles River Associates Full timeAbout Charles River AssociatesCharles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. Our team of experts advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and...
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Private Equity Consultant
1 month ago
Boston, Massachusetts, United States Investor Group Services (IGS) Full timeJob DescriptionInvestor Group Services (IGS) invites candidates with an interest in private equity, due diligence, analyzing investment opportunities, and creating value for clients to apply for the Consultant role. This position will involve working with private equity firms and corporate clients to assess investment and growth opportunities across a broad...
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Senior Director of Consulting Services
1 month ago
Boston, Massachusetts, United States Synergy Management Group Full timeAbout UsSynergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors, portfolio companies, and growing businesses across various industries.Role OverviewWe are seeking a Managing Director to assist with engagement...
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Associate Director Counseling Services Position
4 weeks ago
Boston, Massachusetts, United States Suffolk University Full timeCounseling Services Leadership PositionSuffolk University is seeking a highly qualified Associate Director to join its Counseling, Health & Wellness team. As a key member of the Senior Leadership Team, this individual will be responsible for the development, oversight, and management of Counseling Services.The ideal candidate will have a Doctorate in...
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Senior Energy Consultant
4 weeks ago
Boston, Massachusetts, United States Energy And Environmental Economics Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Director to join our team at Energy and Environmental Economics Inc. As an Associate Director, you will play a key role in shaping the company's energy consulting services and driving business growth.Key ResponsibilitiesLead the delivery of customer work through modeling, developing...
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NetSuite Consultant
1 month ago
Boston, Massachusetts, United States Kimberlite Full timeJob OverviewWe are seeking a highly skilled NetSuite consultant to join our team at Kimberlite. As a NetSuite consultant, you will be responsible for managing multiple NetSuite support and software engagements across various verticals, building client relationships, and developing business opportunities for our professional services team.Key...
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Financial Wellness Consultant
1 month ago
Boston, Massachusetts, United States US012 Marsh & McLennan Agency LLC Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Wellness Coach to join our team at Marsh McLennan Agency – New England Retirement Services. As a key member of our team, you will be responsible for delivering individual retirement education and financial wellness materials to our client's employees and plan participants, both...
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HR Service Support Associate
4 weeks ago
Boston, Massachusetts, United States Lincoln Financial Group Full timeAbout the RoleThis position is responsible for providing exceptional customer support to employees, financial professionals, and retirees on HR-related topics. The ideal candidate will have a strong understanding of HR processes and procedures, excellent communication skills, and the ability to work collaboratively with HR Business Partners and other HR...
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Senior Manager, Digital Consulting Services
1 month ago
Boston, Massachusetts, United States Mass General Brigham Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Manager, Digital Consulting Services to join our team at Mass General Brigham. As a key member of our Information Services department, you will be responsible for leading two critical Strategic Planning & Performance teams: Collaboration & Productivity Tools and Digital Health Innovation.Key...
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Structural Design Engineer
4 weeks ago
Boston, Massachusetts, United States Rimkus Consulting Full timeJob SummaryRimkus Consulting is seeking a skilled Structural Design Engineer - Associate Consultant to join our team. As a key member of our engineering team, you will be responsible for designing and evaluating conventional wood framing, masonry, and concrete structures for new and remedial construction efforts nationwide.Key ResponsibilitiesEvaluate and...
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Associate Director Counseling Services Position
4 weeks ago
Boston, Massachusetts, United States Suffolk University Full timeCounseling Services Leadership RoleSuffolk University is seeking a highly qualified Associate Director to join its Counseling, Health & Wellness team. As a key member of the Senior Leadership Team, this individual will play a critical role in the development, oversight, and management of Counseling Services.The ideal candidate will have a Doctorate in...
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Senior Consultant
4 weeks ago
Boston, Massachusetts, United States CrossCountry Consulting Full timeAt CrossCountry Consulting, we're dedicated to delivering exceptional advisory solutions that drive business success. As a key member of our Risk Advisory practice, you'll play a vital role in helping our clients navigate complex technology risk challenges.With a strong focus on collaboration and client satisfaction, our team is passionate about delivering...
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Office Services Associate
1 month ago
Boston, Massachusetts, United States Williams Lea Group Limited Full timeJob Title: Office Services AssociateWilliams Lea is seeking a highly skilled Office Services Associate to join our team in Boston. As a key member of our on-site team, you will deliver exceptional customer service at our client locations.Responsibilities:Complete large numbers of reprographics requests according to job ticket instructions.Bind, cut, and/or...