Senior Retention Consultant - ESOP Strategies Expert

Description

We are on the lookout for a Senior Retention Consultant to craft innovative and unbiased strategies for retaining ESOP clients. In this role, you will:

• Conduct In-Depth Reviews: Analyze client profiles, review pricing, and leverage relationships with Sales, CRM, Sales Leadership, and the RFP team to develop effective retention strategies.
• Collaborate with Team: Work alongside Relationship Managers and Consultants to present our value proposition during competitive RFP situations.
• Customize Strategies: Tailor retention approaches using insights gained from thorough administrative reviews to enhance client engagement.
• Ensure Communication: Maintain strategic and thorough communication with clients and advisors throughout the retention process.
• Share Best Practices: Provide real-time, deal-specific best practices across sales and relationship management teams.
• Build Relationships: Utilize existing consultant and sales representative relationships, and develop new ones to accurately understand client situations and improve retention chances.
  
  

We are driven by a mission to make financial security accessible to everyone, and our commitment to integrity and customer focus has earned us a trusted reputation for over 140 years.

Who You Are

Education: Bachelor's degree or equivalent experience.

Experience: At least 5 years in retirement sales with strong technical expertise in defined contribution, defined benefit, non-qualified plans, or Trust & Custody products.

Skills

• Excellent verbal and written communication
• Problem-solving
• Project management
• Presentation
• Negotiation
• Relationship-building skills.
  
  

Knowledge: Strong understanding of industry trends, portfolio construction, capital markets, financial service products, and regulations.

Travel: Ability to travel as required.

Preferred Skills

• Experience with ESOPs is highly desirable.
  
  

Compensation

• Salary Range: \(123,000 - \)167,000 per year, based on experience, location, and other factors. Additional compensation may include bonuses or incentives based on performance.
• Time Off: Flexible Time Off (FTO) is provided for vacation, personal, or short-term illness. There is no set number of days, and employees are not required to accrue time.
• Pension Eligibility: Yes
  
  

Additional Information

• Work Authorization: We are currently not considering applicants requiring any type of immigration sponsorship.
• Investment Code of Ethics: Compliance with an Investment Code of Ethics related to personal and business conduct may be required.
  
  

Why Join Us?

We value personal and professional connections and are committed to fostering a purpose-driven future in financial services. Our success is fueled by the diverse experiences and talents of our team members, and we offer comprehensive benefits to support their well-being.

Equal Opportunity Employer

We provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Application Information

• Posting Window: Applications are accepted for 3 full days from the original posting date. The posting may be extended or removed based on the volume of applications. Please apply promptly as availability beyond the deadline is not guaranteed.
  
  

Apply Today!

Employment Type: Full-Time