What are the responsibilities and job description for the Retirement Plan Consultant position at Retirement Plan Advisors?
Job Description
We are a Registered Investment Adviser (RIA) specializing in defined contribution (DC) retirement plans. We are looking for an experienced retirement plan consultant and relationship manager. This role is focused on supporting and retaining RPA’s defined contribution plan sponsor clients.
This position can be based in our Chicago home office or remotely.
Primary Responsibilities:
Estimated travel: 40%
Company Description
Retirement Plan Advisors (RPA) provides investment consulting and advisory services to plan sponsors and participants, with a focus on the public sector. We act as a 3(21) or 3(38) advisor to the plan and provide managed account services. With over $7 billion in assets under advisement, we serve more than 550 plan sponsors and 87,000 participants. We are headquartered in Chicago, IL and have 50 advisors nationwide.
RPA’s commitment to diversity: As a firm that strives to build a world where people unite and take action to create lasting change, RPA values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
Retirement Plan Advisors (RPA) provides investment consulting and advisory services to plan sponsors and participants, with a focus on the public sector. We act as a 3(21) or 3(38) advisor to the plan and provide managed account services. With over $7 billion in assets under advisement, we serve more than 550 plan sponsors and 87,000 participants. We are headquartered in Chicago, IL and have 50 advisors nationwide. RPA’s commitment to diversity: As a firm that strives to build a world where people unite and take action to create lasting change, RPA values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
We are a Registered Investment Adviser (RIA) specializing in defined contribution (DC) retirement plans. We are looking for an experienced retirement plan consultant and relationship manager. This role is focused on supporting and retaining RPA’s defined contribution plan sponsor clients.
This position can be based in our Chicago home office or remotely.
Primary Responsibilities:
- Responsible for plan support and retention, enhancing existing services while harnessing plan efficiencies
- Partner with RPA advisors and plan sponsors to initiate strategic partnerships with key plan decision-makers
- Work with key stakeholders including recordkeepers, advisors, and plan sponsors to achieve client satisfaction and favorable Net Promoter Scores
- Create business opportunities by promoting DC plan enhancements, fiduciary services, managed accounts, and comprehensive plan consulting
- Develop industry and best-practices discussions to lead clients as it relates to product positioning and adoption
- Lead client onboarding, working with implementation team to ensure a smooth transition
- Coordinate with internal and external service teams to drive resolutions to complex issues
- Partner with plan sponsors on Requests for Proposals (RFPs), advocating for our clients on improved plan services, pricing, and participant outcomes
- Review client financials and meet with RPA Leadership Team regarding long-term strategies
- Perform other tasks and duties as assigned
- 5-7 years in a client relationship role with defined contribution/retirement plan clients
- Strong understanding of the DC marketplace
- FINRA Series 6 and/or 7 securities license, or ability to acquire license(s) within 90 days of employment
Estimated travel: 40%
Company Description
Retirement Plan Advisors (RPA) provides investment consulting and advisory services to plan sponsors and participants, with a focus on the public sector. We act as a 3(21) or 3(38) advisor to the plan and provide managed account services. With over $7 billion in assets under advisement, we serve more than 550 plan sponsors and 87,000 participants. We are headquartered in Chicago, IL and have 50 advisors nationwide.
RPA’s commitment to diversity: As a firm that strives to build a world where people unite and take action to create lasting change, RPA values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
Retirement Plan Advisors (RPA) provides investment consulting and advisory services to plan sponsors and participants, with a focus on the public sector. We act as a 3(21) or 3(38) advisor to the plan and provide managed account services. With over $7 billion in assets under advisement, we serve more than 550 plan sponsors and 87,000 participants. We are headquartered in Chicago, IL and have 50 advisors nationwide. RPA’s commitment to diversity: As a firm that strives to build a world where people unite and take action to create lasting change, RPA values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.