Retirement Plan Consultant (plan Transitions & New Business)

Chartwell Investment Partners

Base: $80,000.00-$87,000.00; bonus/equity: not spe...
Hybrid
Retirement plan conversion management
Plan onboarding to nwps systems
Drafting participant notices
The role involves managing a select group of qualified and nonqualified retirement plan conversions from start to finish

Job Summary

  • The role involves managing a select group of qualified and nonqualified retirement plan conversions from start to finish.
  • Candidates must be proficient in drafting participant notices, service agreements, and overseeing trust accounting processes.
  • The position offers a hybrid work schedule with three days in-office or fully remote options for qualified experts.

Matching Summary

The role involves managing a select group of qualified and nonqualified retirement plan conversions from start to finish.

Salary

Base: $80,000.00-$87,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • retirement plan conversion management
  • plan onboarding to NWPS systems
  • drafting participant notices
  • trust accounting oversight
  • data wrangling for plans

Nice-to-have

  • fostering strong client relationships
  • independent problem solving skills
  • critical thinking abilities
  • excellent oral and written communication
  • proactive client needs anticipation

Key Requirements

  • Bachelor's Degree required
  • Minimum 3 years financial services experience
  • QKA or QPA designation preferred
  • Knowledge of Relius recordkeeping system

Work Rights

Not specified

Tailored Resume

Cover Letter