Marsh McLennan · 12 hours ago
Retirement Analyst
San Diego - Towne Centre
Full-time
Hybrid
Mid Level
$41K/yr - $77K/yr
3+ years expMarsh McLennan is a leading global professional services firm, and they are seeking a Retirement Analyst to support the Retirement Services Division. The role involves assisting Client Executives and Managers with employer-sponsored retirement plans, analyzing proposals, and maintaining client relationships.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers
Prepare administration pricing of accounts
Analyze proposals, inclusive of costs and benefits
Review with Client Executives, Principals and/or Client Managers the results of the bidding process
Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented
Maintain and organize the customer relationship management system, Salesforce
Track Plan Transfers and Broker of Record changes
Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers
Accompany Client Executives, Principals and/or Client Managers on off-site presentations
Prepare and coordinate announcement material for enrollment process on sold or transferred business
Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans
Conduct employee open enrollment meetings
Attend sales meetings as requested
Coordinate 'Administrative Installation' with plan provider representatives. Accompany the plan provider representative to meetings
Prepare files and other records needed for MMA
Keep abreast of the marketplace
Maintain the professional standards established of MMA when working with clients
Share information with Benefit Analysts and others to create a first-rate network of information within the Department
All other duties as assigned
Qualification
Required
Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena
Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements
Excellent communication skills, both verbal and written with the ability to do oral presentations
Above average analyzing, problem solving and planning techniques are essential
Strong math skills are required
Must be dependable and a good team player
Must be detail-oriented and have the ability to multi-task
Ability to maintain confidentiality with client information
Ability to exercise independent judgment and initiative within established guidelines
Strong proficiency in Microsoft Word, Excel and PowerPoint
Average skill in navigating the Internet
A valid California Drivers License & a dependable transportation required
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan 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 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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