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Creative Planning · 4 days ago

Senior Retirement Plan Consultant

Oregon, United States

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Creative Planning is a company that provides high-quality service to external clients through strategic management of Core Plus Accounts. The Senior Retirement Plan Consultant role focuses on ensuring exceptional service delivery, mentoring junior associates, and managing client relationships with a strong emphasis on retirement and investment knowledge.

ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Rita Mrad Zegeer, SHRM-CP®

Responsibilities

Maintain Salesforce records for assigned accounts

Attend and lead client meetings, coordinate with recordkeeper in advance as needed

Request client materials from Centralized Services or leverage Account Manager support, following required protocols

Review meeting materials for accuracy and delegate effectively to Account Specialists when appropriate

Manage follow-up tasks, including meeting minutes, fund changes, and match calculations

Lead client projects, including RFPs, M&A activity, plan consolidations, due diligence, and strategic initiatives

Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed

Lead team members in managing overall client relationships

Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups

Qualification

Series 65 licenseInvestment knowledgeTechnical consulting skillsRetirement plan expertiseSalesforce proficiencyCommunication skillsOrganizational abilitiesReceptive to feedbackTeam collaborationMentoring skills