Senior Retirement Consultant

About the position Senior Retirement Consultant Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Consultant within our Retirement Services team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. We are looking for an energetic, positive person to join the Marsh & McLennan Agency – Northeast Retirement Services Team. Reporting to the Managing Consultant of the Retirement Services Consulting team, this position will be responsible for servicing existing or prospective clients. This role supports the MMA’s sales team in their efforts to retain existing clients and secure new retirement business. In this position, the employee will gain a strong foundation of all aspects of the retirement business, equipping them to grow within the practice and the company. The Senior Retirement Consultant will be relied upon for insight and broad knowledge of retirement plans for our larger clients, specifically those clients who have a formal retirement or investment committee structure. The ideal candidate will thrive in an environment where they can align a client’s long-term business strategies with their retirement plan options. This position also plays an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement Professional who enjoys a fast-paced, collaborative culture!

Responsibilities

• Apply broad industry knowledge to service existing clients and land new clients
• Manage ongoing service needs of multiple clients
• Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
• Conduct quarterly investment reviews, present fiduciary concepts and industry topics in a formal setting to a client’s senior leadership team.
• Assimilate industry and competitor benchmarking data and analyze plan design to develop objective recommendations that best fit the client’s objectives
• Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
• Provide on-going/customized investment advisory service and support, problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
• Act as liaison between client and retirement plan service providers to achieve optimal results
• Become well-versed in all of Marsh McLennan Agency’s practices to articulate our services and value proposition to existing and prospective clients

Requirements

• 10+ years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration.
• Direct consulting experience is preferred.
• Demonstrated ability to apply and expand broad industry knowledge to effectively service and advise existing and future clients
• Excellent communication skills, including advanced writing and presentation skills
• CEBS or AIF® Certification or equivalent experience preferred
• FINRA Series 65 or 66 licensure required within 120 days of being hired.
• Strong industry knowledge regarding service providers, plan design, industry trends, etc.
• Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
• Comfortable presenting in group environment, both in person and virtually
• Ability to effectively prioritize tasks and manage projects amidst competing deadlines
• Excellent organizational skills with a strong attention to detail
• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

Nice-to-haves

• Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
• Familiarity with Salesforce a plus
• Knowledge of Zoom, Webinar, and video conferencing skills
• College degree preferred

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities
• health and welfare benefits
• 401K savings and other retirement programs
• employee assistance programs

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