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NRECA · 2 weeks ago

Sr. Director, Personal Investment & Retirement Consulting

Arlington, VA

Full-time

Onsite

Director/Executive

10+ years exp

NRECA is a company that focuses on providing financial education to retirement plan participants. The Sr. Director of Personal Investment & Retirement Consulting will manage the PIRC team, ensuring they deliver effective financial education and enhance retirement product offerings through collaboration and leadership.

CommunitiesElectronicsEnergy

Comp. & Benefits

Responsibilities

Directs the Personal Investment and Retirement Consulting (PIRC) Team. Provides guidance, assistance and technical expertise on all aspects of financial services as they relate to NRECA operations, policies, retirement and health and welfare plans, products and programs. Advises team and members on the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate planning issues; as well as Social Security and Medicare

Provides leadership to the team, including: setting clear expectations/goals/objectives; providing timely feedback, praise, coaching and recognition; promptly addressing performance or employee relations issues in accordance with NRECA policy; upgrading the skill set and effectiveness of the staff; and providing the materials, equipment and information required to support success

Oversees and manages development of team programs including retirement seminars, presentations and written retirement and asset allocation plans

As needed, travels to conduct seminars (standard or customized) and one-on-one consultations. Responds to participant inquiries (in phone or in person) regarding asset allocation, diversification, distribution strategies, and post-retirement investments. Assesses suitability requirements and provides appropriate retirement distribution and asset allocation suggestions. Prepares and delivers written retirement plans, as needed. Also travels to represent PIRC at conferences and manages staff at events

Collaborates with other NRECA teams to support organization-wide projects and initiatives to enhance retirement product offerings

Provides financial planning expertise in developing NRECA communications and marketing strategies

Works collaboratively with the compliance and legal departments to establish procedures and monitor activities to ensure adherence to regulatory and organizational compliance policies

Qualification

Financial planning expertiseRetirement/investment planningTeam managementProfessional designation CFPProfessional designation CRCProfessional designation ChFCProfessional designation CEBSTax lawSecuritiesMicrosoft Office proficiencyCommunication skillsOrganizational skillsRelationship building

Required

Bachelor's degree in business, finance, economics or accounting or an equivalent combination of education, training, and additional experience

Ten or more years of experience in the financial services industry consulting individuals on financial planning issues; managing a diverse and dispersed staff

Possess or be in the process of completing a relevant professional designation, such as CFP, CRC, ChFC or CEBS

Ability to report to the office when required, travel by air or car for business activities. Travel of 30-40% can be expected

Knowledge of personal financial topics, such as retirement/investment planning education planning, personal portfolio management, securities, life insurance/annuities, tax law, estate planning issues, Social Security and Medicare

Knowledge of pension and health and welfare plans and how they affect and interact with a participant's financial situation

Ability to build and sustain a high-performing team with strong strategic relationships with key internal decision makers, members and staff

Ability to organize and manage time, multi-task, operate under pressure and prioritize projects (or work) using effective organizational skills

Ability to provide service excellence by building relationships, being resourceful, responsive, accurate in communicating broad business and technical knowledge and respectful

Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) and to operate various office equipment such as personal computer, copier, printer, fax machine or other job-related equipment

The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading

Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects