Retirement Plan Consultant (Plan Transitions & New Business)

An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise. Essential Duties and Responsibilities Manage a select group of retirement plan conversions Responsible for all aspects of plan conversions Drafting participant notices and service agreements Perform project tasks independently…