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PanAgora Asset Management · 1 month ago

Retirement Plan Counselor- NY/NJ

United States

Full-time

Remote

Entry, Mid Level

$67K/yr - $95K/yr

2+ years exp

Empower Retirement is focused on transforming financial lives and fostering a flexible work environment. The Retirement Plan Counselor will deliver education and enrollment presentations to 401(k), 403(b), and Government 457 plan participants while building relationships with key stakeholders to enhance participant outcomes.

FinanceFinancial Services

No H1B

Responsibilities

Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner

Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans

Achieve business results and facilitate impactful conversations while meeting service level agreements

Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems

Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes

Manage meeting schedule, including travel booking

Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives

Attend client meetings with other service team members

May be asked to participate in finals presentations for new prospects based on the demands of the territory

Qualification

Financial services experienceMS WordExcelPowerPointFINRA Series 6Presentation skillsTerritory management skillsSalesforce knowledgeRelationship building skillsConsultative client interactionsBasic knowledge of defined contribution plansFluent SpanishStrategic thinking

Required

Candidate must reside in NYC or New Jersey

Candidate must speak fluent Spanish

Bachelor's degree and or equivalent experience considered in lieu of a degree

2 – 4 years relevant financial services experience

Strong presentation skills required

Proficiency in MS Word, Excel, PowerPoint and Teams required

Strong relationship building and territory management skills

FINRA Series 6 and Series 63 registrations within established timelines required

FINRA fingerprinting required

Ability to calculate figures such as interest, proportions, percentages, and fractions required

Strategic thinker who can work independently

Preferred

Working knowledge of Salesforce

Practical experience providing high-level, consultative client interactions

Basic knowledge of defined contribution plans

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company

PanAgora Asset Management

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

Founded in 1989

Boston, Massachusetts, USA

51-200 employees