DC/DB Senior Compliance Consultant
About The Position
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere. You will bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
Requirements
- Bachelor's Degree
- 12+ years of experience in retirement benefits industry and/or consulting to large companies
- Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
- Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
- Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material.
- Experience with IRS/DOL correction programs and submissions
- Outstanding partnership skills and ability to inventively influence others across groups
- Strong critical thinking and problem-solving skills
- Excellent oral and written communication skills
Nice To Haves
- Similar experience with health and welfare plans would also be a plus
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
