Remote Retention Consultant II - Stock Plan Services | WFH

Job Overview

We are seeking a highly skilled Senior Retention Consultant to join our team in Stock Plan Services. In this pivotal role, you will be instrumental in devising impartial strategies aimed at retaining our ESOP clients. Your expertise will be vital as you conduct comprehensive assessments of client accounts, analyze pricing structures, and utilize your relationships across Sales, CRM teams, Sales Leadership, and RFP teams to formulate impactful retention strategies.

Key Responsibilities

• Conduct in-depth reviews of client accounts and assess pricing models.
• Collaborate with Relationship Managers and Consultants to present tailored solutions to clients, particularly in competitive RFP contexts.
• Customize retention strategies based on insights gathered through exhaustive administrative reviews.
• Ensure transparent and strategic communication between our service team and clients/advisors throughout the retention process.
• Share best practices in real-time with sales teams and relationship managers to enhance client retention efforts.
• Build and nurture strong relationships with advisors and consultants to accurately gauge client circumstances.
  
  

Required Skills

• Bachelor’s degree or a combination of relevant education and professional experience.
• A minimum of 5 years' experience in retirement sales, showcasing strong technical proficiency in defined contribution, defined benefit, non-qualified plans, or Trust & Custody products.
• Exceptional verbal and written communication skills for effective coordination with clients and internal stakeholders.
• Profound understanding of industry trends, portfolio construction, capital markets, financial service products, and regulatory frameworks.
• Proven ability to manage multiple projects, tackle complex challenges, and exhibit leadership qualities.
• Advanced analytical skills related to pricing and plan design, alongside negotiation and presentation capabilities.
• Demonstrated experience in managing intricate projects and RFP submissions.
• Willingness to travel as necessary.
  
  

Qualifications

• Bachelor’s degree or relevant professional experience.
• 5+ years in retirement sales.
• Proven track record in project management.
• Strong analytical, negotiation, and presentation skills.
  
  

Career Growth Opportunities

At our company, we are committed to fostering an environment that encourages professional growth and development. Join us and explore pathways for advancement within the organization while enhancing your skill set and expertise in the financial services industry.

Company Culture And Values

We pride ourselves on our mission-driven approach and our longstanding commitment to integrity and leadership in the financial sector. We believe in creating a diverse and inclusive workplace where every employee can thrive and contribute to our purpose of making financial security accessible to everyone.

Networking And Professional Opportunities

As a member of our team, you will have the opportunity to engage with industry leaders, participate in professional networking events, and collaborate with talented professionals who are dedicated to excellence in financial services.

Compensation And Benefits

• Salary Range: \(123,000 - \)167,000 annually, commensurate with experience and location.
• Flexible Time Off (FTO) for vacation, personal, or short-term illness with no set number of days.
• Eligibility for pension benefits.
  
  

Employment Type: Full-Time