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Senior Consultant

Pentegra

in Remote

Logo for Pentegra

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 provides assistance to the Sales team in securing 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 Pentegra 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.
  • Assist Sales team - 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 Pentegra’s internal controls
  • Conduct participant education meetings
  • Direct activities of Education Specialists
  • Participate in client trade conferences
  • 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
  • Extensive travel – 30-40%
  • 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
  • Series 6 licensed

How to Apply

Please send resume with salary requirements to HR@Pentegra.com


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