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Retirement Plan Consultant

Concierge Retirement Services, Inc.

(Remote)

Logo for Concierge Retirement Services, Inc.

Company Overview:

Concierge Retirement Services is a leading provider of retirement plan and actuarial consulting services, dedicated to helping clients navigate the complexities of retirement plan design. Our team of experts offers comprehensive solutions tailored to meet the unique needs of each client, ensuring they achieve their retirement goals with confidence and peace of mind.

Position Overview: We are seeking a highly skilled and experienced Senior Consultant to join our team and play a key role in delivering exceptional retirement plan and actuarial consulting services to our clients. The Senior Consultant will work closely with clients to understand their objectives, assess their current retirement plans, and develop customized strategies to optimize their retirement benefits. .

Responsibilities (some not limited to): 

  1. Consult with clients to understand their retirement objectives, risk tolerance, and financial situation.
  2. Analysis of clients' existing retirement plans, including defined benefit, cash balance defined contribution, and other retirement plans.
  3. Collaborate with internal teams to develop and present tailored retirement plan solutions and recommendations to clients.
  4. Effectively communicate contribution analysis, plan design changes, etc.
  5. Stay abreast of industry trends, regulatory changes, and best practices in retirement plan design.
  6. Cultivate and maintain strong relationships with clients, serving as a trusted resource for all retirement-related matters.
  7. Identify opportunities for business development and expansion of services, contributing to the growth and success of the firm.
  8. Day to day administration of all retirement plan types (plan document work, loans & distributions, working with investment platforms, filing 5500s, SAR/AFN, 1099s, contribution analysis, top heavy testing, compliance testing, etc.)

Qualifications:

  1. Bachelor's degree in Actuarial Science, Mathematics, Finance, or other related field. Professional designations a plus.
  2. Minimum of 5 years of experience in retirement plan consulting, actuarial analysis, or related field, with a proven track record of success.
  3. Strong knowledge of retirement plan design, pension regulations, and actuarial principles and methodologies.
  4. Excellent analytical skills and attention to detail, with the ability to interpret complex data and make sound recommendations.
  5. Exceptional communication and interpersonal skills, with the ability to effectively engage with clients and colleagues at all levels.
  6. Proficiency in relevant software and tools (Datair, Microsoft Office) including actuarial valuation software, spreadsheet applications, and presentation software.
  7. Ability to work independently, prioritize tasks, and manage multiple projects simultaneously in a fast-paced environment.

Benefits:

  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Opportunities for professional growth and advancement within a collaborative and supportive work environment.
  • Fully remote firm so working from home

Join our team and make a meaningful impact on the financial well-being of individuals and organizations as a Retirement Plan Consultant at Concierge Retirement Services. Apply now to be part of a dynamic and collaborative work environment where your expertise and contributions are valued and rewarded. 

How to Apply

To apply please email your resume to kfaby@conciergeretirementservices.com


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Concierge Retirement Services, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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