Looking for a boutique retirement plan advisory & consulting firm with a focus on culture?
Do you want?
To lead client service as a relationship manager, without selling?
To build long term relationships with opportunities to impact clients and the team?
The backing of a stable, established firm that benefits from a national presence, a strong, defined culture focused on people, and a history of growth and profitability?
We are a privately held, award-winning retirement plan advisory team in Providence, Rhode Island (part of a national organization) providing fiduciary retirement plan & investment advice to hundreds of employers and tens of thousands of employees, primarily in New England, particularly Rhode Island and Massachusetts. We support plan sponsors in understanding and managing their fiduciary responsibilities to their plan and employees. Want a long-term relationship with a firm offering a culture that values people first and foremost along with benefits including, 6% 401(k) match, firm-paid health insurance, volunteer time, matching gifts, and plans available for all team players for personal/professional growth?
The Role Offers:
-The key responsibilities of:
Client Relationship Management & Plan Consulting:
Build, maintain, oversee, administer & operate retirement plans.
Primary point of contact with 35+/- assigned clients.
Use your knowledge about fiduciary plan governance, investments, recordkeeping, employee education, and compliance.
Liaison between service providers and client as a leader in proactively consulting & solving problems.
Fiduciary-always operating in the best interest of clients on fixed fee model.
-A defined, written culture/Game Plan that is openly shared with all staff members. • Use of your fiduciary skills in meeting with clients to review plans and investments. • Management that will be available and support you and an authentic team environment. • Boutique, but long-established stable firm with the strength of a national presence with over 20 offices. • Environment where your contributions will be noticed, and you can make a direct impact. • Excellent benefits, employer paid medical, disability, and life insurance. 401(k) plan with a 6% match! Competitive PTO policy and time off for charitable volunteering!
Our Requirements:
a. An individual who is a self-starter, organized, and aligns with our goals, mission and values.
Key values: Integrity, Customer Focus, Excellence, and Enhancement.
b. Bachelor's degree, 5-10 years of related Plan Consulting and Investment experience, excellent interpersonal skills, highly organized and detail oriented with a focus on getting things done. Able to handle all aspects of servicing clients. Active series 7, 63,65 licenses. Knowledge of ERISA.
c. A knowledgeable, passionate, service-oriented leader who wants a nurturing culture and a career with us. A relationship builder who is proactive and client-centric.
This is not a remote job, it is in-person with some limited flexibility. The office is in downtown Providence, Rhode Island. Clients are located primarily in New England, primarily Rhode Island and Massachusetts.