Strategic Retirement Plan Consultant

MAI Capital Management; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

MAI Capital Management seeks a Retirement Consultant to steward relationships with corporate retirement plan sponsors. The role is an individual contributor responsible for a book of business among small to mid-sized clients, focusing on overall client satisfaction, retention, and relationship expansion.

You will form and strengthen client relationships, develop business plans, manage pricing, RFIs and RFPs, and participate in the sales process for new 401(k) business.

Qualifications

• 4+ years in financial services or 2 years in defined contribution market.
• Bachelor’s degree preferred or equivalent work experience.
• Knowledge of 401(k) and non-qualified, ERISA plans; awareness of legal and regulatory framework.
• Preferred: client management experience

Responsibilities

• Form, maintain and strengthen relationships with key clients.
• Develop and manage business plans identifying key clients and action steps to strengthen relationships.
• Responsible for client retention; manages pricing, RFIs, RFPs, and benchmarking exercises; negotiate with existing clients.
• Participate in the sales process for new 401(k) business; identify opportunities for growth within the client base.
• Oversee compliance processes and support retirement plan committee meetings.
• Work with plan sponsors to design participant education campaigns that drive participation and contributions.
• Ability to travel frequently (25–40%).
• Participates on projects as needed.

Skills

Client management

Negotiation skills

Verbal communications

Written communications

Team collaboration

Attention to detail

Education

Bachelor's degree

Job description

MAI Capital Management seeks a Retirement Consultant to steward relationships with corporate retirement plan sponsors. The role is an individual contributor responsible for a book of business among small to mid-sized clients, focusing on overall client satisfaction, retention, and relationship expansion.

You will form and strengthen client relationships, develop business plans, manage pricing, RFIs and RFPs, and participate in the sales process for new 401(k) business.