401(k) Consultant

Job Summary

Managing a portfolio of strategic clients, the full-time salaried 401(k) Consultant will serve as a trusted advisor, driving plan success and participant outcomes while collaborating with cross-functional teams in a remote eligible environment.

Key responsibilities

• Manage a book of strategic 401(k) clients, focusing on driving plan success and participant outcomes
• Align with clients on retirement and financial wellness goals, delivering a clear roadmap to achieve them
• Guide clients through annual compliance needs and serve as the main point of contact for plan design and participation strategies

Required qualifications

• 4+ years of client-facing experience within the retirement plan space
• Deep understanding of 401(k) plan administration and participant engagement strategies
• Proven ability to influence and align internal and external stakeholders toward measurable outcomes
• Strong emotional intelligence and a growth mindset with a passion for continuous learning
• Advanced proficiency in tools such as Salesforce, Asana, and Excel is preferred