Senior Defined Contribution Advisor — Hybrid Role

Marsh; Phoenix (AZ); Híbrido; USD 110.000 - 220.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

Tuition assistance

401K / retirement savings

Descripción de la vacante

Marsh is seeking a Sr. Consultant to join the Investments and Retirement team in a hybrid role across major U.S. cities, including Phoenix, with at least three days in the office.

You will lead defined contribution client engagements, advise on investments, plan design and governance, and help expand client relationships. You will present reviews to clients, ensure timely, accurate work, and collaborate with sales to grow the book of business while upholding our professional standards and

Formación

• 6+ years of experience providing investment advice and consulting for retirement plans.
• Strong understanding of the defined contribution landscape including fiduciary topics, investments, plan design trends, administrative practices, employee engagement and retirement readiness trends.

Responsabilidades

• Lead consultant for defined contribution clients with plans from $25M to $500M in assets; for a Sr. Consultant, managing at least $1,000,000 in revenue.
• Support clients on an ongoing basis with respect to plan investments, plan design and fee benchmarking, recordkeeping vendor management, fiduciary governance practices and employee engagement strategies.
• Present plan review/investment review reports to clients for advisory and OCIO engagements.
• Exhibit solid understanding of the defined contribution landscape and anticipate client needs to create a scope of services.
• Ensure timely delivery and accuracy of all client work.
• Initiate and participate in sales activity and assist in developing opportunities and strategy.
• Retain and grow a book of business by developing long-term relationships with clients and decision makers.

Conocimientos

Investment consulting

Defined contribution

Client relationship

Presentation skills

Descripción del empleo

Marsh is seeking a Sr. Consultant to join the Investments and Retirement team in a hybrid role across major U.S. cities, including Phoenix, with at least three days in the office.

You will lead defined contribution client engagements, advise on investments, plan design and governance, and help expand client relationships. You will present reviews to clients, ensure timely, accurate work, and collaborate with sales to grow the book of business while upholding our professional standards and