Who we are:
A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.
Job Purpose
Build and maintain relationships with internal and external partners to support technical plan design and compliance-related inquiries. Address issues promptly to support delivery of consulting services that align with retirement plan goals. Promote the value and capabilities of the ESOP consulting group.
Essential Functions
Regular and predictable attendance is a required function of this position.
| Description | % of Time Spent |
| Collect and evaluate relevant data to develop client or prospect strategies. Anticipate how proposed plan designs may impact retirement plans and financial outcomes. | 25% |
| Proactively identify and develop opportunities to provide value-added consulting services that help position the organization as a trusted advisor. | 15% |
| Contribute to new business efforts by supporting the proposal process and participating in sales presentations. May involve presenting to large plan sponsors. | 10% |
| Foster strong working relationships with internal teams to stay aligned with client needs and enhance the delivery of consulting services. | 10% |
| Maintain a high level of technical expertise and industry knowledge. Lead or support projects that provide measurable value to clients. Leverage new technologies to improve communication and delivery. | 10% |
| Provide technical analysis and consulting support on plan design, compliance, and administrative issues. Present complex topics clearly and effectively. | 10% |
| Maintain a solid understanding of available products and services to deliver comprehensive retirement solutions. Identify opportunities for cross-service offerings when appropriate. | 5% |
| Mentor and support the development of consulting staff. Identify training needs and create learning opportunities. May supervise team members. | 5% |
| Engage with the industry through speaking engagements, writing, and participation in professional associations to build expertise and visibility. | 5% |
| Perform additional duties and special projects as needed. | 5% |
Qualifications
- Bachelor’s degree or equivalent experience
- 9–12 years of experience in retirement plans, ERISA, or employee benefits
- ESOP experience preferred
- Strong technical knowledge of qualified and non-qualified plans, as well as current regulations
- Ability to think strategically and offer creative, customized solutions
- Effective communicator with strong listening, analytical, and problem-solving skills
- Skilled in understanding and navigating organizational structures and decision-making processes
- Proactive approach with the ability to anticipate client needs and respond to industry developments
- Capable of working in fast-paced and ambiguous environments
- Relevant industry certifications/designations preferred
- Travel required (less than 30%)
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.