SUMMARY: In this role you will be responsible for managing the overall relationship for a group of assigned clients of the Retirement Plan Services practice. You will leverage the collective team resources to provide superior strategic and tactical support. You will also serve an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement Professional who enjoys a fast-paced, collaborative culture.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Apply broad industry knowledge in order to service existing clients and land new clients
Manage ongoing service needs of multiple clients
Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
Assimilate industry and competitor benchmarking data and analyze plan design in order to develop objective recommendations that best fit the client's objectives
Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
Provide on-going/customized investment advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
Act as liaison between client and retirement plan service providers to achieve optimal results
Conduct Plan reviews and fiduciary responsibility meetings with respective clients' senior leadership teams
Become well-versed in all of Marsh McLennan Agency's practices in order to articulate our services and value proposition to existing and prospective clients
REQUIREMENTS:
5+ years industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration
Demonstrated ability to apply and expand broad industry knowledge in order to effectively service and advise existing and future clients
Excellent communication skills, including advanced writing and presentation skills
AIF® Certification or equivalent experience preferred
FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred
Strong industry knowledge regarding service providers, plan design, industry trends, etc.
Proficiency in Microsoft Office Suite
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
