Retirement Plans Consultant
Share
Job Location:
Pittsburgh, PA - USA
Yearly Salary:
USD 5 - 7
Posted on:
03-11-2025
Vacancies:
1 Vacancy
Job Summary
About the Role:
The Retirement Plans Consultant role services corporate client retirement plan accounts on an ongoing basis. Be responsible for a dedicated list of clients and is point-of contact for the client plan participants and Advisor for their respective client list. Consultant is responsible for managing and scheduling all client deliverables and coordinating any necessary client projects.
The Impact Youll Make:
- Oversees conversion of retirement plans to Retirement Plan Services.
- Conducts employee enrollment meetings.
- Conducts ongoing employee education.
- Completes and presents Annual Fiduciary Reviews to Plan Trustees.
- Completes and presents Mid-Year Planning Meetings to Plan Trustees.
- Interfaces with financial advisors to provide ongoing services to retirement plan clients.
- Consults with plan sponsors regarding appropriate changes to retirement plan design to enhance plan effectiveness.
- Maintains client files on Baird network.
- Perform special projects and assignments as required (e.g. obtaining pricing from alternate service providers benchmarking plan provisions etc.).
- Actively gathers information to understand customers circumstances expectations and needs and acts quickly to meet and exceed them.
- Consistently seeks feedback from customers and Advisors on their level of satisfaction.
- Consider the impact of decisions actions and changes on clients and plans accordingly.
What Youll Bring to Baird:
- Bachelors degree in related field.
- 5 to 7 years industry experience.
- SIE Series 7 and Series 66 licenses required with 12 months of hire and AIF and/or CPFA accreditation preferred.
- Possesses understanding of retirement plan rules and regulations.
- Possesses understanding different retirement plan products and knows how to apply them to the custom needs of the retirement plan client.
- Stays current with developments in the retirement plan marketplace.
- Strong computational mathematical and analytical skills.
- Strong technical writing skills.
- Excellent interpersonal skills.
- Personal computer skills must include e-mail Microsoft Word PowerPoint and Excel.
- Adjust behavior to adapt to new work structures processes client requirements or financial advisors or internal partners.
- Ability to change focus quickly and adapt to necessary circumstances to keep the client the number one priority.
- Maintains consistent productivity while experiencing both major and minor evolution in regulatory or client changes.
#LI-CM1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
