FINRA Series 6 Licensed Consultant

Job Summary

A company is looking for an Implementation Partner Consultant to join their Retirement Plan Services organization in a remote environment.

Key Responsibilities

• Develop and execute complex implementation plans to meet client service needs and business objectives
• Collaborate with clients and internal teams to strengthen implementation plans and maintain relationships
• Advocate for clients to influence key projects and initiatives while providing training and consultation on processes and services

Required Qualifications

• Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 3 - 5+ years of experience in relationship management relevant to the role
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience in retirement plan administration or operations preferred
• FINRA Series 6 license at the time of hire is preferred