Retirement Plans Consultant at Baird

Pittsburgh, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Retirement Plans, Client Management, Employee Education, Fiduciary Reviews, Plan Design, Analytical Skills, Technical Writing, Interpersonal Skills, Microsoft Word, PowerPoint, Excel, Regulatory Knowledge, Customer Feedback, Project Coordination, Financial Advisory, Mathematical Skills

Industry

Financial Services

Description

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 You'll 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 You'll Bring to Baird: Bachelor’s 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Responsibilities

The Retirement Plans Consultant manages corporate client retirement plan accounts, serving as the primary point of contact for clients and plan participants. Responsibilities include overseeing plan conversions, conducting employee enrollment meetings, and consulting on retirement plan design.