Senior Defined Contribution Consultant | DC Plan Advisory

Marsh; Los Angeles (CA); Hybrid; USD 110,000 - 220,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) matching

Job summary

Marsh's Investments and Retirement team seeks a senior consultant to serve as lead advisor to defined contribution clients with plans from $25M to $500M in assets. For a Sr.

Consultant, manage at least $1,000,000 in revenue and maintain strong client relationships. Based in Los Angeles or other specified cities, this hybrid role requires collaboration with fiduciary governance and plan design experts to deliver investment reviews, vendor management, fees benchmarking and employee engagement

Qualifications

• 6+ years or more experience including a demonstrated track record of providing investment advice and consulting/strategy for retirement plans
• A strong understanding of the defined contribution landscape including fiduciary topics, investments, plan design trends, administrative practices, employee engagement and retirement readiness trends, and the broad range services providers
• The ability to contribute to the development of new ideas and ways to solve client problems and make team more efficient at local and zone level
• A track record of building intellectual capital for business development and client delivery
• Strong presentation skills; Polished, professional countenance

Responsibilities

• Serve as the lead consultant and advisor to a book of defined contribution clients with plans between $25M and $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, anticipate and uncover client needs and create a scope of services around those needs
• Ensure timely delivery and accuracy of all client work
• Ensure consistent compliance and professional standards into all business development and work processes including transparency and peer review for team/projects
• Initiate and participate in sales activity and assist other consultants and sales professionals in developing opportunities and corresponding strategy; assist in the preparation and execution of business plans
• Retain and grow a book of business by developing long-term mutually beneficial relationships with clients and decision makers within your existing client base; and other Mercer lines of business
• Serve as the subject matter expert on a variety of defined contribution topics, and ensure clients and prospects are aware of the various ways Mercer can support their initiatives including plan design consulting, investment advisory services, and delegated OCIO services
• Conduct plan document/SPD, operational and compliance reviews as needed; demonstrate strategic plan design knowledge of DC retirement plans
• Oversee RFP/RFI marketing process, strategy and transition; present RFP/RFI marketing results to client

Skills

Defined contribution knowledge

Retirement plan consulting

Client management

Business development

Presentation skills

Job description

Marsh's Investments and Retirement team seeks a senior consultant to serve as lead advisor to defined contribution clients with plans from $25M to $500M in assets. For a Sr.

Consultant, manage at least $1,000,000 in revenue and maintain strong client relationships. Based in Los Angeles or other specified cities, this hybrid role requires collaboration with fiduciary governance and plan design experts to deliver investment reviews, vendor management, fees benchmarking and employee engagement