Current jobs related to Retirement Plan Consultant - Chicago, Illinois - CAPTRUST
-
Retirement Sales Consultant
4 weeks ago
Chicago, Illinois, United States Strongpoint Partners Full timeJob SummaryStrongpoint Partners, a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions, is seeking a highly motivated and ambitious Retirement Sales Consultant to join our team in the Chicago area. As a key member of our sales team, you will be responsible for delivering against our growth initiatives...
-
Financial Consultant
4 weeks ago
Chicago, Illinois, United States Empower Retirement Full timeUnlock Your Career PotentialEmpower Retirement is seeking a motivated and customer-focused Financial Consultant to join our growing team. As a key member of our sales team, you will play a vital role in helping our customers achieve their long-term financial goals.Key Responsibilities:Provide expert guidance to customers on available account options for...
-
Chicago, Illinois, United States Planpilot LLC Full timeJob OverviewPlanPILOT LLC, a leading retirement plan consulting firm based in Chicago, is seeking an experienced Business Development Associate to support the day-to-day needs of our clients. The successful candidate will work closely with our Client Services Manager to ensure client deliverables are executed in a timely manner and to the highest standard of...
-
Retirement Plan Services Specialist
4 weeks ago
Chicago, Illinois, United States Alera Group Full timeOverview:We are seeking a highly motivated Operations Associate to join our Retirement Plan Services team at Alera Group. As an integral part of a rapidly growing Retirement Plan business, you will focus on Financial Wellness and exceptional service.Responsibilities:Manage integration of new business data; assist with quarterly fee analysis and record keeper...
-
Retirement Plan Services Associate
3 weeks ago
Chicago, Illinois, United States Alera Group, Inc. Full timeOverview:Alera Group is seeking a highly motivated Operations Associate to join their Retirement Plan Services team.This is an exciting opportunity to be part of a rapidly growing Retirement Plan business with a focus on Financial Wellness and exceptional service.Responsibilities:Manage integration of new business data; assist with quarterly fee analysis and...
-
Senior Consultant Transmission Planning Expert
3 weeks ago
Chicago, Illinois, United States Burns & McDonnell Full timeJob SummaryThe Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and prepare the grid for future challenges represented by plant retirements and renewable integration.This role will lead a broad range of transmission and operational...
-
Senior Financial Planning Consultant
3 weeks ago
Chicago, Illinois, United States Health Care Service Corporation Full timeJob Summary:This role is a consultant-level position supporting the financial management of the enterprise project portfolio. The successful candidate will work closely with the EPMO and project delivery teams to prepare and submit monthly financial forecasts, ensuring accurate accounting practices and analysis of results. Key responsibilities include...
-
Senior Financial Planning Consultant
3 weeks ago
Chicago, Illinois, United States Health Care Service Corporation Full timeJob Summary:This role is a consultant-level position supporting the financial management of the enterprise project portfolio. The successful candidate will work closely with the EPMO and project delivery teams to prepare and submit monthly financial forecasts, ensuring accurate accounting practices and timely analysis of results.Key Responsibilities:Analyze...
-
Financial Planning Specialist
4 weeks ago
Chicago, Illinois, United States AscendHire Full timeUnlock Your Potential as a Financial ConsultantAre you a seasoned financial expert looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We have an exciting opportunity for a Financial Consultant to join our team at AscendHire.Your Role in Catalyzing GrowthIn this key role, you will serve as a...
-
Financial Planning Specialist
3 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeFinancial Consultant Role OverviewAt Fidelity Investments, we're seeking a skilled Financial Consultant to join our Investor Center team. As a Financial Consultant, you'll engage face-to-face with clients, offering personalized guidance and planning to help them achieve their financial goals. You'll work closely with our team to deliver comprehensive...
-
Actuarial Consultant
4 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeJob Overview:Fidelity Investments is seeking an experienced actuarial consultant to join our team. As a key member of our Workplace Consulting Group, you will provide expert advice to clients on the management of their domestic benefits.The Role:As an actuarial consultant, you will be responsible for:Providing actuarial services to clients, including pension...
-
Lactation Consultant
4 weeks ago
Chicago, Illinois, United States Sinai Chicago Full timeAbout Sinai Chicago:The Sinai Chicago Health System is a leading provider of high-quality healthcare services, delivering a wide range of inpatient and outpatient services to the community. Our team of dedicated caregivers is committed to improving the health and well-being of our patients.We are seeking a highly skilled Lactation Consultant to join our...
-
Airport Planning Specialist
4 weeks ago
Chicago, Illinois, United States Ricondo & Associates, Inc. Full timeJob SummaryWe are seeking a highly skilled Airport Planning Specialist to join our team at Ricondo & Associates, Inc. in Chicago. The successful candidate will be responsible for performing advanced planning duties in research, development, and implementation of aviation programs, projects, and studies, focusing on terminal and strategic planning.Key...
-
Terminal Planning Specialist
3 days ago
Chicago, Illinois, United States Ricondo & Associates, Inc. Full timeJob SummaryRicondo & Associates, Inc. is seeking a skilled Terminal Planning Specialist to join our team of aviation consultants. As a Terminal Planning Specialist, you will be responsible for performing advanced planning duties in research, development, and implementation of aviation programs, projects, and studies, focusing on terminal and strategic...
-
Retirement Benefits Administrator
3 weeks ago
Chicago, Illinois, United States The LaSalle Group Full timeBenefits Program ManagerWe are seeking a knowledgeable and detail-oriented Benefits Specialist to join our team. The Benefits Specialist will be responsible for managing and administering employee benefits programs, including health insurance, retirement plans, and other employee perks.Key Responsibilities:Manage the day-to-day administration of employee...
-
Benefits Consulting Director
4 weeks ago
Chicago, Illinois, United States CNA Full timeJob SummaryThe Benefits Consulting Director will be responsible for leading large benefit plan initiatives to further strategic goals and ensuring compliance with applicable laws and regulations.They will have experience in consulting on complex benefits issues and be accountable for results through the delivery of benefit programs within several areas...
-
Aviation Consultant
4 weeks ago
Chicago, Illinois, United States Ricondo & Associates, Inc. Full timeJob OverviewWe are seeking a highly skilled Aviation Consultant to join our team of experienced professionals at Ricondo & Associates, Inc. Our firm provides strategic planning services to airports across the United States and around the world, including operational and physical planning, master planning, environmental reviews, and business advisory...
-
Senior Consultant
4 weeks ago
Chicago, Illinois, United States Point B Full timeAt Point B, we're committed to helping our clients achieve meaningful outcomes through business transformation and technology services.We're seeking a skilled Senior Consultant to lead and advise clients on Enterprise Application transformation and modernization initiatives.As a key member of our Digital & Tech Modernization practice, you'll drive business...
-
Senior IT Audit Consultant
3 weeks ago
Chicago, Illinois, United States Bank of Montreal Full timeJob Title: Senior IT Audit ConsultantWe are seeking a highly skilled Senior IT Audit Consultant to join our team at the Bank of Montreal. As a Senior IT Audit Consultant, you will be responsible for delivering key messages to our executives and stakeholders, and supporting the development of an effective governance framework that defines the ways and methods...
-
Transformation Consultant
3 weeks ago
Chicago, Illinois, United States College of Charleston Full timeJob TitleTransformation ConsultantJob Description SummaryThis role involves supporting the delivery of business transformation solutions for business partners. The Transformation Consultant will drive engagements from ideation through implementation, value capture, and continuous improvement.Key Responsibilities:Manage hyperautomation solution delivery to...
Retirement Plan Consultant
4 weeks ago
CAPTRUST is seeking experienced professionals to join our team as Retirement Plan Advisors. As a key member of our team, you will be responsible for building and servicing a practice of retirement plan clients, including qualified plan sponsors, fiduciaries, and key executives in nonqualified plans.
Responsibilities- Develop and close new client relationships, with a focus on growing a $1 million+ institutional consulting practice in multiple markets.
- Deliver sales presentations and finals to individuals and committees, showcasing your expertise in retirement plan services.
- Set prospect meetings, with a minimum of three per week, to build relationships and identify new business opportunities.
- Cross-sell additive CAPTRUST services to existing clients, such as discretionary services, to increase revenue and grow the practice.
- Develop relationships with COIs and other referral sources to expand the network and identify new business opportunities.
- Provide fiduciary advice to existing client relationships, ensuring that clients receive expert guidance on their retirement plan needs.
- Conduct and document quarterly portfolio and plan reviews, providing clients with regular updates and recommendations.
- Provide education and advice programs for plan participants, helping them make informed decisions about their retirement plans.
- Minimum Qualifications:
- Bachelor's degree required; major in Business Administration, Marketing, or Finance preferred.
- 5 years of direct selling experience in the financial service industry.
- Desired Qualifications/Skills:
- Exceptional oral and written communications skills.
- High standard of professionalism.
- Looking to develop a long-term career in the investment/financial services industry.
- Able to work independently.
- Securities licenses series 65, 66, 7.
- Strong proficiency in Microsoft Office, especially Microsoft Excel.
- Client Relationship Management (CRM) software experience.
At CAPTRUST, we offer a dynamic and supportive work environment, with opportunities for personal growth and development. Our colleagues are passionate about delivering exceptional service to our clients, and we are committed to building a diverse and inclusive workforce.
We offer a comprehensive benefits package, including employee ownership opportunities, comprehensive health coverage, and a 401(k) program with a 5% employer match. Our compensation structure is designed to reward performance and provide opportunities for long-term growth and success.
Join our team and be part of a world-class organization that is dedicated to delivering exceptional service to our clients and building a better future for our communities.
", "lang_code": "en"}