Marsh McLennan Agency · 7 hours ago
Senior Retirement Consultant
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$90K/yr - $167K/yr
10+ years expMarsh McLennan Agency (MMA) is a leading provider of business insurance and retirement solutions, and they are seeking a Senior Retirement Consultant to join their Northeast Retirement Services Team. This role involves servicing existing clients and acquiring new business while leveraging extensive knowledge of retirement plans to align with clients' long-term strategies.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Apply broad industry knowledge to service existing clients and land new clients
Manage ongoing service needs of multiple clients
Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc
Conduct quarterly investment reviews, present fiduciary concepts and industry topics in a formal setting to a client’s senior leadership team
Assimilate industry and competitor benchmarking data and analyze plan design to develop objective recommendations that best fit the client’s objectives
Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
Provide on-going/customized investment advisory service and support, problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc
Act as liaison between client and retirement plan service providers to achieve optimal results
Become well-versed in all of Marsh McLennan Agency’s practices to articulate our services and value proposition to existing and prospective clients
Qualification
Required
10+ years of industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration. Direct consulting experience is preferred
Demonstrated ability to apply and expand broad industry knowledge to effectively service and advise existing and future clients
Excellent communication skills, including advanced writing and presentation skills
FINRA Series 65 or 66 licensure required within 120 days of being hired
Strong industry knowledge regarding service providers, plan design, industry trends, etc
Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
Comfortable presenting in group environment, both in person and virtually
Ability to effectively prioritize tasks and manage projects amidst competing deadlines
Excellent organizational skills with a strong attention to detail
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
Preferred
CEBS or AIF® Certification or equivalent experience preferred
Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data
Familiarity with Salesforce a plus
Knowledge of Zoom, Webinar, and video conferencing skills
College degree preferred
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
H1B Sponsorship
Marsh McLennan Agency 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 (2)
2023 (2)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
Company data provided by crunchbase