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Retirement Plan Consultant (Advisory)

Cadence Financial Management

(Marlton NJ / PA / Hybrid)

Cadence Financial Management is seeking a dynamic and driven Retirement Plan Consultant to service and grow our corporate consulting practice. This is a client facing role with travel to in-person meetings.  This role plays a critical part in supporting retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. Our clients include 401(k), 403(b), defined benefit, nonqualified plans, and financial wellness programs. Our services include investment analysis, fee benchmarking, vendor RFPs, plan design consulting, etc. This is a hybrid role with flexibility, opportunities for professional development, and possible equity ownership.

Key Responsibilities

Client Relationships and Strategic Advice

• Earn and maintain clients’ trust by understanding their needs, offering tailored advice, and delivering exceptional experiences.
• Regularly consult with assigned clients to maintain a positive relationship and proactively uncover opportunities to improve plan operations.
• Maintain a firm understanding of clients' retirement plan objectives, design, and daily operations.
• Develop a high-touch client relationship system

Plan Operations and Administration

• Help maintain the efficient and effective operation of retirement plans to meet plan sponsors’ desired outcomes.
• Serve as the primary contact to address operational challenges and execute results.
• Lead retirement plan committee meetings and provide comprehensive updates on plan performance and compliance.

Problem Solving

• Address complex issues related to committee structure, plan design, payroll, administration, compliance testing, mergers and acquisitions, employee communication strategies, and RFPs.
• Escalate highly complex issues to senior advisors as necessary and participate in process improvement initiatives to enhance client satisfaction.

Employee Engagement and Education

• Design, coordinate, and implement employee education programs.
• Work with advisory team to coordinate meetings when necessary.

Client Acquisition and Retention

• Onboard new clients and coordinate vendor changes seamlessly.
• Participate in client sales, framing value-added solutions to drive client outcomes.

Key Competencies and Skills

• Entrepreneurial drive with a focus on delivering value-added solutions.
• Exceptional oral and written communication skills.
• High standard of professionalism and the ability to work independently.
• Strong proficiency in Microsoft Office, Adobe, and Client Relationship Management (CRM) software.
• Foundational knowledge of retirement plans and executive compensation plans such as Defined Contribution, Defined Benefit, Nonqualified, Equity Awards, and Stock Plans.
• Project management and account management experience preferred.

Education and Experience

• Bachelor’s degree required; majors in Business Administration, Marketing, or Finance preferred.
• Minimum of 5 years of experience in the retirement plan industry.
• Securities licenses (e.g., Series 65, 66, 7) are helpful and professional designations (e.g., CFP, CIMA, CFA, CRPS, CPFA, QKA) are preferred.

Perks and Benefits

• Hybrid work flexibility.
• Generous time off and schedule flexibility.
• Available bonuses in the form of client retention, client satisfaction, profit sharing, new client acquisition, and company stock.
• Clearly defined career path.
• Opportunities for professional development and growth.

How to Apply

Please email your resume to cadence@financialguide.com.

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