Senior Retirement Plan Consultant

reputed company reputed company is looking for a Senior Retirement Plan Consultant. We are seeking highly motivated colleagues who bring experience and enthusiasm to reputed company - joining us may be the perfect fit for you! reputed company was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' reputed company in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and reputed company Services. With a network of offices reputed company, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES • Conduct in-depth research and due diligence on pooled investment products (mutual funds, CITs, separate accounts, ETFs), analyzing performance, risk, expenses, and manager consistency to support fund selection and recommendations • Contribute to the firm's investment policy committee and approved fund list by providing expert quantitative and qualitative analysis reputed company with strategic objectives • Design, implement, and monitor customized model portfolios using pooled vehicles, ensuring alignment with reputed company goals, risk tolerance, and the firm's investment reputed company • Advise retirement plan sponsors on fiduciary governance, including Investment Policy Statements (IPS), fund lineup reviews, and regulatory compliance under ERISA standards • Prepare and present quarterly investment reports, recommend lineup changes, and coordinate with recordkeepers and fund managers to execute plan enhancements • Manage and expand reputed company relationships through strategic guidance, performance reviews, and market commentary, while supporting business development through RFPs, reputed company, and firm representation • Mentor junior consultants and analysts, promoting best practices in investment analysis, fiduciary responsibility, and reputed company service reputed company QUALIFICATIONS • Bachelor's degree in Finance, Economics, Business Administration, or a reputed company field required; MBA preferred • Minimum 5 years in investment or retirement plan consulting, reputed company management, or reputed company financial services, with strong expertise in investment research, pooled product analysis, and portfolio construction • Proven reputed company managing institutional or high-net-worth reputed company relationships and contributing to AUM reputed company • Strong understanding of and respect for ERISA standards • Highly Preferred: Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) • Preferred: Chartered Investment Management Analyst (CIMA) or ASPPA Investment Fiduciary designation • Proficiency in reputed company reputed company, RPAG, or comparable research tools, with advanced reputed company skills for data modeling and analysis ADDITIONAL INFORMATION This job is fully remote. reputed company offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous reputed company time off and much more. Salary reputed company is $150K to 200K per year. We're an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other protected class. reputed company is committed to protecting your reputed company. Please review our reputed company Policy to understand what personal information we may collect and use as part of your application process. #LI-KL1 #LI-Remote Location Type Remote Apply tot his job Apply To this Job