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Baird · 2 days ago

Retirement Plans Consultant

Pittsburgh, PA

Full-time

Onsite

Senior Level

5+ years exp

Baird is a financial services firm, and they are seeking a Retirement Plans Consultant to service corporate client retirement plan accounts. The role involves managing client relationships, conducting employee education, and ensuring effective retirement plan design and compliance.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Carrie McGrath

Responsibilities

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

Qualification

SIE licenseSeries 7 licenseSeries 66 licenseRetirement plan knowledgeAIF accreditationCPFA accreditationMathematical skillsTechnical writingMicrosoft OfficeInterpersonal skills

Required

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

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

Preferred

AIF and/or CPFA accreditation preferred

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)