About The Role
The Retirement Plans Consultant role services corporate client retirement plan accounts on an ongoing basis. Be responsible for a dedicated list of clients and is point-of contact for the client, plan participants and Advisor for their respective client list. Consultant is responsible for managing and scheduling all client deliverables and coordinating any necessary client projects.
The Impact You'll Make
- Oversees conversion of retirement plans to Retirement Plan Services.
- Conducts employee enrollment meetings.
- Conducts ongoing employee education.
- Completes and presents Annual Fiduciary Reviews to Plan Trustees.
- Completes and presents Mid-Year Planning Meetings to Plan Trustees.
- Interfaces with financial advisors to provide ongoing services to retirement plan clients.
- Consults with plan sponsors regarding appropriate changes to retirement plan design to enhance plan effectiveness.
- Maintains client files on Baird network.
- Perform special projects and assignments as required (e.g., obtaining pricing from alternate service providers, benchmarking plan provisions, etc.).
- Actively gathers information to understand customers’ circumstances, expectations, and needs, and acts quickly to meet and exceed them.
- Consistently seeks feedback from customers and Advisors on their level of satisfaction.
- Consider the impact of decisions, actions and changes on clients and plans accordingly.
What You'll Bring To Baird
- Bachelor’s degree in related field.
- 5 to 7 years’ industry experience.
- SIE, Series 7 and Series 66 licenses required with 12 months of hire, and AIF and/or CPFA accreditation preferred.
- Possesses understanding of retirement plan rules and regulations.
- Possesses understanding different retirement plan products and knows how to apply them to the custom needs of the retirement plan client.
- Stays current with developments in the retirement plan marketplace.
- Strong computational mathematical and analytical skills.
- Strong technical writing skills.
- Excellent interpersonal skills.
- Personal computer skills must include e-mail, Microsoft Word, PowerPoint, and Excel.
- Adjust behavior to adapt to new work structures, processes, client requirements or financial advisors or internal partners.
- Ability to change focus quickly and adapt to necessary circumstances to keep the client the number one priority.
- Maintains consistent productivity while experiencing both major and minor evolution in regulatory or client changes.
