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Plan Change Consultant

The Standard

in Remote

Logo for The Standard

Works directly with internal and external retirement plan clients and is responsible for reviewing, coordinating, implementing and managing complex retirement plan changes. Requires a very strong end to end understanding of systems, regulatory requirements and product knowledge. Plan changes include, but are not limited to, mergers and acquisitions, advisor changes, service model changes and fiduciary services. Provides a positive customer experience while managing detailed tasks and mitigating risk. Acts as a consultative resource in reviewing plans prior to undergoing a complex plan change or product selection including automatic enrollment and Mainspring Managed. Trains account managers, relationship managers and other internal teams on complex plan design and product changes and/or additions. Role may include process ownership and improvement including documentation and supporting training for new processes. May act as a recognized subject matter expert.

Education & Experience: 

Bachelor's degree preferred but not required. Minimum of 4 years of progressively responsible retirement plans experience including:  implementation activities, core account management functions, project involvement, plan document design, client and partner relationship management, experience with various plan types, investments, and federal pension regulations, knowledge of retirement plan asset transfer and reconciliation processes and regulations including SOX notification. Direct customer facing experience in retirement plans is required. ASPPA CPC, QKA, QKC, QPA, or NIPA (APA) (APR) preferred or in progress.

Business Acumen: 

Interprets internal and external business challenges and recommends best practices to improve products, processes or services.


Acts as a resource for colleagues with less experience; may lead projects with manageable risks and resource requirements while understanding stakeholder concerns and risk to the business.

Independence & Supervision Required:  

Plans and schedules own work and requires minimal direction. Proactively sees big picture and downstream impacts of work. Work is often shared with team. Participates on cross-function or cross-department projects as needed, potentially as a subject matter expert. 

Problem Solving: 

Works on problems of varying complexity using Lean methodologies. Takes a new perspective on existing solutions. Explains difficult or sensitive information where greater understanding is required. Exercises judgment based on the analysis of multiple sources of information.


Impacts a range of customer, operational, project or service activities within own team, other related teams and department. Works within broad guidelines and policies. Influences internal and external customers to meet deadlines.

Interpersonal Skills: 

Ensures an effective flow of information through appropriate channels and promotes the exchange of knowledge among colleagues. Communicates difficult concepts and negotiates with others to influence a different point of view.

How to Apply

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