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Consultant

NestEggs

in Jacksonville FL

NestEggs

POSITION SUMMARY

The Senior Consultant delivers ongoing plan design advice and owns relationship management at the highest level, with the goal of providing  superior service and promoting the intellectual value added by NestEggs as a firm. The Senior Consultant also manages a team of Senior Administrators whose primary functions include operational support and maintenance for their assigned Defined Benefit, Cash Balance and Defined Contribution Plans.

ESSENTIAL FUNCTIONS

  • Manage and mentor a team responsible for supporting a book of Cross-Tested, Defined Contribution, Defined Benefit, Cash Balance Plans and Hybrid (aggregate testing) Plans maintained by NestEggs;
  • Supervise the use of software used to support these plans;
  • Develop Documents to support our clients’ Plans
  • Proactively provides support and advice to business owners, trustees, and CPAs which continually demonstrates the intellectual value provided by NestEggs;
  • Convey and support NestEggs’ investment philosophy
  • Work with Practice Manager to develop and integrate ‘best practices’ across the firm.

POSITION QUALIFICATIONS
 

  • Bachelor’s Degree
  • Multiple ASPPA Credentials, with emphasis on QPA, QPFA and QPC
  • Series 65 or Series 7 + 66
  • Minimum of 5 years’ experience actually managing a team of professionals
  • Minimum of 5 years’ experience being responsible for Client Relationships at the highest level
  • In-depth understanding of math related to Cross-Testing, Cash Balance Plans and aggregate plan testing
  • Minimum of 5 years working with the following software:
    • Daily Valuation Recordkeeping
    • 401(a)(4) and 410(b) testing software
    • Documentation
  • Demonstrated ability to be part of a small-business team

PERSONAL ATTRIBUTES

  • Collaborative, team-oriented
  • Patient mentor
  • Willingness to be measured and rewarded by results, including
    • Client satisfaction and retention
    • Higher skill-sets of direct report administrators
    • Development of new relationships
  • Career-Oriented, as demonstrated by continual self-improvement and learning
  • Ability to articulate 

How to Apply

Qualified candidates may send current resume, in confidence, to Rob@NestEggs.cc

Visit our web site.


This ad has been viewed 646 times. It expires on 1/30/2018.

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