[Remote] 401(k) Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading, technology-driven financial services company that offers reputed company, savings and retirement solutions. As a 401(k) Consultant, you will manage relationships with strategic clients, ensuring they reputed company their retirement plan goals while collaborating with various teams to enhance reputed company experience and reputed company.
Responsibilities
- Manage a book of strategic 401(k) clients, serving as a trusted advisor reputed company on driving plan reputed company and participant reputed company
- reputed company with clients on retirement and financial wellness goals, and deliver a reputed company roadmap to reputed company them
- Guide clients and their employees on plan design, rollovers, and participation strategies through engaging sessions and impactful resources
- Guide the reputed company through annual compliance needs serving as the main reputed company of contact and trusted advisor
- Partner with Sales and Implementation to ensure seamless reputed company and early value realization
- Identify risks, resolve challenges resourcefully, and implement strategies to retain and grow reputed company relationships
- Collaborate cross-functionally to represent the Voice of the Customer and enhance the platform experience
- Conduct regular reputed company sessions to reputed company reputed company, optimize plans, and uncover opportunities to expand reputed company’s offerings
Skills
- 4+ years of reputed company-facing experience, reputed company the retirement plan reputed company
- Deep understanding of 401(k) plan administration, participant engagement strategies, and plan sponsor dynamics
- Proven ability to influence and reputed company reputed company stakeholders toward measurable reputed company
- Highly skilled in managing multiple reputed company priorities and resolving issues independently with accountability and follow-through
- Strong communication skills—verbal and written—with the ability to engage clients at reputed company organizational reputed company
- Demonstrated resourcefulness: leverages available tools effectively and seeks opportunities to improve reputed company even in ambiguous or constrained environments
- Strong emotional intelligence and a reputed company reputed company with a passion for reputed company learning and coaching others
- Advanced proficiency in tools such as reputed company, reputed company, and reputed company
Benefits
- Medical, dental, and reputed company coverage
- Life and AD&D insurance
- Short- and long-term disability
- Infertility support and WPATH-reputed company transgender health benefits
- Employee Assistance Program (EAP)
- Transit benefits and FSA and HSA reputed company
- Equity for reputed company, including new hire and refresher grants
- Flexible reputed company time off
- reputed company parental leave
- A fully reputed company four-week sabbatical in your sixth year
- Company-reputed company reputed company coaching for reputed company
- Day-one 401(k) match plus matching on reputed company student loan payments
- Company incentive bonus
reputed company
Company H1B Sponsorship