Sr. Director, Personal Investment & Retirement Consulting

Job Description

Position Summary:

The Sr Director Personal Investment & Retirement Consulting manages and directs the Personal Investment and Retirement Consulting (PIRC) team in their day-to-day responsibilities of providing financial education to NRECA retirement plan participants. This position ensures team employee benefits knowledge relative to NRECAs Retirement Security (RS) Plan and the 401(k) Pension Plan and provides the framework for the team to provide investment and retirement education through calls financial seminars and one-on-one sessions. Collaborates with other NRECA teams to enhance retirement product offerings develop and update financial education for retirement plan participants and increase awareness and utilization of PIRC services. This is a position located in Arlington VA.

Essential Duties and Responsibilities:

• Directs the Personal Investment and Retirement Consulting (PIRC) Team. Provides guidance assistance and technical expertise on all aspects of financial services as they relate to NRECA operations policies retirement and health and welfare plans products and programs. Advises team and members on the latest legal and business developments in the areas of retirement/investment planning education funding personal portfolio management securities life insurance/annuities tax laws and estate planning issues; as well as Social Security and Medicare.
• Provides leadership to the team including: setting clear expectations/goals/objectives; providing timely feedback praise coaching and recognition; promptly addressing performance or employee relations issues in accordance with NRECA policy; upgrading the skill set and effectiveness of the staff; and providing the materials equipment and information required to support success.
• Oversees and manages development of team programs including retirement seminars presentations and written retirement and asset allocation plans.
• As needed travels to conduct seminars (standard or customized) and one-on-one consultations. Responds to participant inquiries (in phone or in person) regarding asset allocation diversification distribution strategies and post-retirement investments. Assesses suitability requirements and provides appropriate retirement distribution and asset allocation suggestions. Prepares and delivers written retirement plans as needed. Also travels to represent PIRC at conferences and manages staff at events.
• Collaborates with other NRECA teams to support organization-wide projects and initiatives to enhance retirement product offerings.
• Provides financial planning expertise in developing NRECA communications and marketing strategies.
• Works collaboratively with the compliance and legal departments to establish procedures and monitor activities to ensure adherence to regulatory and organizational compliance policies.

Direct Reports to this Position:

• Director Planners Investment and Retirement Services
• Sr Manager Planners Investment and Retirement Services
• Sr Manager Investment and Retirement Services

Qualifications

Formal Education Required:

Bachelors degree in business finance economics or accounting or an equivalent combination of education training and additional experience.

Experience and Certifications Required:

• Ten or more years of experience in the financial services industry consulting individuals on financial planning issues; managing a diverse and dispersed staff.
• Possess or be in the process of completing a relevant professional designation such as CFP CRC ChFC or CEBS.

Knowledge Skills and Abilities Required (as demonstrated by prior work experience):

• Ability to report to the office when required travel by air or car for business activities. Travel of 30-40% can be expected.
• Knowledge of personal financial topics such as retirement/investment planning education planning personal portfolio management securities life insurance/annuities tax law estate planning issues Social Security and Medicare. As well as knowledge of pension and health and welfare plans and how they affect and interact with a participants financial situation.
• Ability to build and sustain a high-performing team with strong strategic relationships with key internal decision makers members and staff.
• Ability to organize and manage time multi-task operate under pressure and prioritize projects (or work) using effective organizational skills.
• Ability to provide service excellence by building relationships being resourceful responsive accurate in communicating broad business and technical knowledge and respectful.
• Ability to use Microsoft Office tools (Excel Word Outlook Power Point) and to operate various office equipment such as personal computer copier printer fax machine or other job-related equipment.

Essential Physical Requirements:

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
• Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time the job is rated for light work.

Disclaimer Statement: The preceding job description has been written to reflect managements assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect managements assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation gender identity religion national origin disability veteran status or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment please e-mail or call: - NRECA Arlington Human Resources. Please call - NRECA Lincoln Human Resources for Lincoln NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the Know Your Rights poster which updates and replaces the previous EEO is the Law poster and EEO Is the Law Poster Supplement.

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.

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