Senior Consultant

About the position

The Senior Consultant is responsible for building and maintaining strong client relationships, ensuring compliance with regulatory requirements, and driving business growth. This role involves overseeing complex record-keeping projects, developing tailored solutions for clients, and providing expert consulting services on various record-keeping issues. The consultant will also educate clients on retirement plan features and ensure the accuracy of retirement plan records while staying updated on relevant regulations.

Responsibilities

• Oversee and manage complex record-keeping projects, ensuring timely and accurate deliverables.
• Develop strong relationships with clients, understanding their needs and providing tailored solutions.
• Collaborate with internal and external stakeholders to identify and address record-keeping challenges.
• Provide expert consulting services to clients on a range of record-keeping issues.
• Educate clients on retirement plan features, benefits, and options.
• Oversee and ensure the accuracy and completeness of retirement plan records, including participant accounts, contributions, distributions, and loans.
• Stay up to date on retirement plan regulations and provisions, ensuring compliance with applicable laws.
• Manage and oversee projects related to retirement plan administration, ensuring timely and budget-compliant completion.
• Participate in industry conferences, webinars, and workshops.

Requirements

• 7-10 years of relevant recordkeeping experience, combined with employee benefits or defined contribution experience.
• 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms.
• Bachelor's degree in business, mathematics, or finance preferred.
• Advanced knowledge of the retirement plan industry and ability to read and interpret plan documents.
• Strong understanding of defined contribution compliance, including testing and 5500 preparations.
• In-depth knowledge of ERISA and IRS regulations and compliance requirements.
• Ability to provide outstanding client service and build strong relationships.
• Strong analytical skills and ability to leverage data to solve problems effectively.
• Proven experience in financial analysis and working with numerical data.
• Proven ability to oversee and implement projects efficiently, on time, and according to procedures.
• Ability to mentor and train other team members.
• Advanced skill level in Microsoft Office products; experience utilizing a database system preferred.

Benefits

• Competitive pay and incentives.
• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.