Senior DC Consultant – Retirement Strategy & Fiduciary

Marsh

Irvine (CA)

Hybrid

USD 110,000 - 220,000

Full time

25 hours ago
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Benefits offered by this job

Health and welfare benefits
401K savings plan
Tuition assistance
Employee assistance programs

Job summary

Marsh is seeking a Sr. Consultant to join the Investments and Retirement team. You will advise defined contribution clients on investments, plan design, and governance.

Based in major U.S. cities with a hybrid model requiring in-office presence at least three days a week. The role emphasizes leadership in client engagements, business development, and delivering compliant, high-quality service across a book of business valued in the tens of millions to hundreds of millions.

Qualifications

  • 6+ years of experience providing investment advice and retirement plan consulting.
  • Strong knowledge of defined contribution landscape, fiduciary topics, and plan design trends.
  • Ability to develop new ideas to solve client problems and improve team efficiency.
  • Track record of building intellectual capital for business development and delivery.
  • Strong presentation and professional communication skills.

Responsibilities

  • Serve as lead consultant to defined contribution clients with plans ranging from $25M to $500M in assets.
  • Support clients with plan investments, design, fee benchmarking, and vendor management.
  • Present plan and investment reviews for advisory and OCIO engagements.
  • Ensure timely, accurate client work and adherence to professional standards.
  • Drive business development and strategic opportunities with sales teams.
  • Grow a book of business and maintain relationships with client decision makers.

Skills

Investment consulting
Defined contribution
Client management
Presentation skills
Business development
Fiduciary governance

Job description

Marsh is seeking a Sr. Consultant to join the Investments and Retirement team. You will advise defined contribution clients on investments, plan design, and governance.

Based in major U.S. cities with a hybrid model requiring in-office presence at least three days a week. The role emphasizes leadership in client engagements, business development, and delivering compliant, high-quality service across a book of business valued in the tens of millions to hundreds of millions.

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