Senior Retirement Plan Consultant jobs in United States
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Creative Planning · 5 hours ago

Senior Retirement Plan Consultant

positionGreater Phoenix Area
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date10+ years exp

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. The Senior Consultant provides high-quality service to external clients through strategic and day-to-day management of accounts, ensuring exceptional service delivery and client satisfaction.

ConsultingFinancial Services
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Growth Opportunities
Hiring Manager
Rita Mrad Zegeer, SHRM-CP®
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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 65/66 license10+ years in financial servicesTechnical consulting skillsInvestment knowledgeRecordkeeper vendor knowledgeReceptive to feedbackCommunication skillsOrganizational abilitiesCollaboration skillsConfidence in presentations

Required

B.A. or B.S. from an accredited university
Series 65/66 license
10+ years' experience in investment or financial services
Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
Strong organizational abilities with high attention to detail and the ability to manage competing tasks efficiently and effectively
Ability to collaborate effectively with internal teams
Receptive to constructive feedback and a commitment to continuous improvement
High level of confidence in delivering investment reviews and leading committees to make decisions
Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas
Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures
In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others

Company

Creative Planning

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Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
dateFounded in 1982
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
https://creativeplanning.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed

Leadership Team

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Peter Mallouk
President & Chief Executive Officer
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Recent News

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Investment News
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