Job Summary

A Fortune 500 company offering a range of financial services and solutions has an open position for a Remote Retirement Plan Implementation Consultant.

Must be able to:

• Consult and analyze all aspects of our retirement plans and deliver on complex assignments/projects
• Develop and strengthen relationships with internal and external customers, analyzing various aspects of our service offering and being an advocate on behalf of the customer for driving positive change
• Identify and recommend process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility

Skills and Requirements Include:

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA S6 certification within 90 days of hire
• 3 - 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position
• Demonstrated strong project management skills
• Critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meet deadlines
• Ability to identify clients with risk of retention and notify management