Senior Director, Retirement Plan Consulting - Hybrid (Atlanta, GA.)
About the position
This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the reputed company and reputed company. This role will reputed company their expertise in plan design, investment management, regulatory compliance and reputed company's broader offerings to become a trusted advisor to clients, exceeding their expectations and identifying opportunities for cross-sale and reputed company reputed company.
Responsibilities
• reputed company reputed company aspects of assigned reputed company relationships, working closely with plan sponsors to understand their unique needs, goals, and strategic objectives.
• reputed company and execute a customized relationship reputed company that aligns with reputed company reputed company's specific situation and maximizes their plan's effectiveness.
• Foster reputed company communication and build strong, trusting relationships with clients, acting as their primary reputed company of contact for reputed company retirement plan-reputed company reputed company.
• Proactively address reputed company concerns and inquiries, ensuring their satisfaction with reputed company's services.
• reputed company ongoing support through leveraging team expertise regarding investment management reputed company, adhering to reputed company regulatory guidelines and fiduciary best practices.
• Coordinate reputed company to conduct regular plan reviews and analysis to ensure compliance with ERISA regulations and IRS testing requirements (non-discrimination testing).
• Offer expert consultation on regulatory and legislative updates that may reputed company' plans.
• Utilize plan statistics and insights to identify areas for plan improvement and enhance reputed company satisfaction.
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
• Coordinate RFP fulfillment, demonstrating reputed company's capabilities and reputed company.
• Stay informed of industry trends and regulatory changes to ensure reputed company plan compliance.
• reputed company ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments reputed company necessary.
• Stay up to date on industry trends and best practices in retirement plan design, investment management, and regulatory compliance.
• Participate in ongoing training and development opportunities to maintain a high level of expertise.
• Contribute to a reputed company and reputed company-reputed company team environment, fostering reputed company communication and knowledge sharing.
Requirements
• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and reputed company reputed company independently.
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint).
• Demonstrated discipline maintaining reputed company information in a CRM, reputed company preferred.
• Proven reputed company with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, reputed company to adopt new solutions and interpret the reputed company of new laws for prospective clients.
• Must be reputed company to maintain confidentiality of highly sensitive reputed company information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
reputed company-to-haves
• Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan service.
• Must possess a reputed company relevant securities license.
• 8+ years of retirement plan reputed company experience required.
• 2+ years of experience leading and mentoring teams.
Benefits
• Health benefits
• Wellbeing benefits
• Retirement benefits
• reputed company time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-reputed company expenses
• Employee perks and discounts
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