Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)
(Remote)

Qualified Plan Consultants, LLC (QPC) logo

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Administrator

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Compliance Manager

Newfront, formerly ABD Insurance and Financial Services
(Remote / San Mateo CA)

Newfront, formerly ABD Insurance and Financial Services logo

DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

United Benefit Pensions Inc. logo

Plan Administrator / Assistant

National Employers Retirement Trust
(Remote / Bethesda MD / DC / PA / VA / WV)

"You Break It, We Fix It" Administrator

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

Bidwell Consulting Services, Inc. logo

Relationship Manager

The Retirement Plan Company (TRPC)/an ABG firm
(Remote / Pacific WA)

The Retirement Plan Company (TRPC)/an ABG firm logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc
(Remote)

BlueStar Retirement Services, Inc logo

Client Relationship Manager

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

401(k) Plan Administrator Trainee/Assistant

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

Senior Plan Administrator

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Senior Plan Consultant

Bidwell Consulting Services, Inc.

in Remote / Chico CA

Logo for Bidwell Consulting Services, Inc.

Bidwell Consulting Services, Inc., a retirement plan administration and consulting firm in Northern California, is seeking to add 2-3 senior consultants to our team. Compensation commensurate with experience. This is a full-time permanent position with additional hours required during tax season.

Job Summary:    The Senior Consultant will be the lead service team member with the ultimate responsibility of overall client satisfaction and retention for all assigned clients.  The Senior Consultant must possess the skills and experience to provide proactive retirement plan client service, plan design, investment reviews, employee education and consulting work while managing overall client relationships.  In addition to being the key contact for clients regarding the management of their retirement plans, the Senior Consultant works to secure new clients and participates in generating additional fee-based revenue.   

Responsibilities:

  • Build and maintain strong relationships with senior management in the client’s organization to ensure retention of the business
  • Provide annual plan review meeting with clients to ensure plan is operating in good standing, preventing issues, recommending, and implementing plan design enhancements, educating clients about what they have, why they have it and what else is available and update & upgrade client programs to include additional services offered by BCS while always striving to improve their plan performance.
  • Serve as an internal client advocate looking after the best interest of clients and participants and providing expert problem resolution that builds trust, credibility and loyalty with clients and participants.
  • Sales - participating in prospect meetings and/or final presentations
  • Coordinates relationship management activities with the sales, marketing, legal, investments and other internal functional areas
  • Delivers accurate and complete results adhering to BCS’s internal controls
  • Conduct participant education meetings
  • Support of other functional areas (Client Transition, Compliance, etc)

Requirements: 

  • 5-10 years of retirement plan related industry experience
  • Bachelor’s degree - preferably in business accounting or finance
  • Expertise in Defined Contribution and/or Defined Benefit plan consulting and administration
  • Some travel
  • Excellent written, verbal, public speaking, and presentation skills
  • Experience working with client senior management and Board members
  • Strong understanding of ERISA and industry related laws and regulations
  • ASPPA or other industry specific designation preferred

How to Apply

apply via email at: employment@bidwellconsulting.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.