Senior Defined Contribution Consultant | Hybrid (3 days in-office)

Marsh & McLennan Agency LLC.; Los Angeles (CA); Hybrid; USD 110.000 - 220.000; Vollzeit

Benefits dieser Stelle

Health benefits

Tuition assistance

401(k) retirement plan

Employee assistance programs

Zusammenfassung

Marsh & McLennan Agency LLC. is seeking a Senior Investment & Retirement Consultant to lead defined contribution client engagements across multiple markets.

The role supports plan design, investment oversight, and fiduciary governance while driving client engagement and revenue growth. The position offers a hybrid work arrangement with in-office days required three days per week, and base salary commensurate with experience plus incentive opportunities.

Qualifikationen

• 6+ years or more experience providing investment advice and consulting for retirement plans.
• Strong understanding of defined contribution landscape including fiduciary topics and plan design trends.
• Ability to contribute new ideas and improve team efficiency at local/zone level.
• Track record of building intellectual capital for business development and delivery.
• Polished, professional presentation and communication skills.

Aufgaben

• Lead consultant/advisor to defined contribution clients with plans ranging from $25M to $500M in assets.
• Manage plan investments, design, fees, vendor management, fiduciary governance, and employee engagement strategies.
• Present plan/investment reviews for advisory/OCIO engagements.
• Ensure timely and accurate client work and adherence to professional standards.
• Contribute to sales activity and assist others in developing opportunities and business plans.
• Retain/grow a book by building long-term client relationships and cross-sell Mercer lines.

Kenntnisse

DC consulting

Client advisory

Relationship mgmt

Presentation skills

Jobbeschreibung

Marsh & McLennan Agency LLC. is seeking a Senior Investment & Retirement Consultant to lead defined contribution client engagements across multiple markets.

The role supports plan design, investment oversight, and fiduciary governance while driving client engagement and revenue growth. The position offers a hybrid work arrangement with in-office days required three days per week, and base salary commensurate with experience plus incentive opportunities.