Retirement Plan Consultant (plan Transitions & New Business)
Chartwell Investment Partners
Remote
$80,000.00-$87,000.00; not specified; not specifie...
Fully remote (with hybrid preference for local candidates)
Retirement plan conversions
Plan onboarding
Trust accounting
Chartwell Investment Partners is seeking a Retirement Plan Consultant to manage retirement plan conversions and ensure accurate onboarding processes. The role is primarily remote, with a preference for candidates who can work in a hybrid model, and requires a minimum of three years of relevant experience in financial services
Job Summary
Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion timelines, trust accounting, participant notices, plan documents, and data wrangling.
An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred, but fully remote work is possible for candidates with retirement plan onboarding expertise.
The company expects associates to grow professionally, collaborate effectively, make prompt and client-focused decisions, take ownership of results, and contribute to continuous evolution.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Retirement Plan Consultant to manage retirement plan conversions and ensure accurate onboarding processes. The role is primarily remote, with a preference for candidates who can work in a hybrid model, and requires a minimum of three years of relevant experience in financial services.
Salary
$80,000.00-$87,000.00; Not specified; Not specified