Senior Client Analyst at Bolton Partners Inc

Towson, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

95000.0

Posted On

23 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Analytical Skills, Project Management, Defined Contribution Plans, Retirement Plan Operations, Service Provider Coordination, Performance Monitoring, Reporting, Governance Documentation, Communication Skills, Organizational Skills, Data Management, Issue Resolution, Vendor Evaluations, Onboarding, Transition Support

Industry

Financial Services

Description

Description Job Title: Senior Client Analyst Salary: $80,000 - $95,000 Department: ICG FLSA Status: Exempt Location: Towson, MD About Bolton Bolton is an independent, full-service consulting firm with more than four decades of experience delivering actuarial, benefits, investment, compensation, communications, and HR consulting. Bolton’s Investment division provides fiduciary-focused advisory services to corporate, public sector, and multi-employer defined benefit and defined contribution plans, backed by national presence and technical excellence. The firm is recognized for its integrity, client-first approach, and deep domain expertise. Position Summary The Senior Client Analyst supports client consultants within the Investment Practice by providing advanced operational, analytical, and project support across a range of retirement plan clients. This role works closely with plan sponsors, recordkeepers, and internal stakeholders to support ongoing client deliverables, plan governance activities, and service provider oversight. While experience with Defined Contribution (DC) recordkeeping is a key area of exposure, the role is intended for a professional with broad retirement plan experience who can apply their skills across multiple client and plan contexts. Key Responsibilities Client & Consultant Support Serve as a primary operational and analytical resource to client consultants for assigned investment clients. Interact directly with plan sponsors to gather information, respond to requests, and support day-to-day client needs. Participate in client meetings and projects as appropriate, particularly related to operational topics, reporting, and service provider coordination. Plan Operations & Service Provider Support Support the ongoing operational aspects of clients’ retirement plans, including coordination with recordkeepers and other service providers. Leverage Defined Contribution recordkeeping exposure to support plan administration, issue resolution, and data management, while applying best practices across varied plan types. Assist with onboarding new service providers, including recordkeepers, and support implementation and transition activities. Performance Monitoring & Reporting Prepare and maintain performance monitoring and other client reports, ensuring accuracy, timeliness, and consistency. Support consultants with report review, analysis, and interpretation of results. Assist with ad hoc analyses related to investments, plan operations, and service providers. Governance & Policy Support Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation. Support plan sponsor governance processes, including documentation tracking and periodic reviews. Service Provider Searches & Transitions Support service provider searches, including recordkeeping evaluations, by assisting with data collection, analysis, documentation, and project coordination. Help manage timelines, materials, and communications related to provider selection and onboarding. Provide operational support during service provider transitions to promote a smooth and efficient implementation. Requirements Qualifications & Experience Bachelor’s degree in finance, economics, business, or a related field (or equivalent experience). Minimum of 5 years of experience in retirement plan operations, investment consulting, or a related field, with exposure to Defined Contribution plans. Experience interacting directly with plan sponsors and supporting client-facing consultants. Exposure to service provider searches, RFP processes, or vendor evaluations. Strong understanding of retirement plan operations and service provider relationships. Excellent organizational skills with strong attention to detail. Ability to manage multiple priorities in a client-service environment. Strong written and verbal communication skills. Preferred Qualifications Prior experience working for or closely with a retirement plan recordkeeper. Experience supporting investment consultants or advisory teams. Familiarity with performance reporting tools and recordkeeping platforms. Experience supporting service provider transitions or implementations. Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends. Equal Opportunity Employment: Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Responsibilities

The Senior Client Analyst provides operational and analytical support to client consultants within the Investment Practice, focusing on retirement plan clients. This includes interacting with plan sponsors, supporting ongoing client deliverables, and assisting with performance monitoring and reporting.