Marsh & McLennan Retirement Plan Consultant in Boston, Massachusetts

In this role you will be responsible for managing the overall relationship for a group of assigned clients of the Retirement Plan Services practice. You will leverage the collective team resources to provide superior strategic and tactical support. You will also serve an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement Professional who enjoys a fast-paced, collaborative culture! Key Responsibilities

Apply broad industry knowledge in order to service existing clients and land new clients

Manage ongoing service needs of multiple clients

Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.

Assimilate industry and competitor benchmarking data and analyze plan design in order to develop objective recommendations that best fit the client’s objectives

Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client

Provide on-going/customized investment advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.

Act as liaison between client and retirement plan service providers to achieve optimal results

Conduct quarterly investment reviews and fiduciary responsibility meetings with respective clients’ senior leadership teams

Become well-versed in all of Marsh McLennan Agency’s practices in order to articulate our services and value proposition to existing and prospective clients Qualifications

7-10 years industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration including strong 403(b) knowledge

Demonstrated ability to apply and expand broad industry knowledge in order to effectively service and advise existing and future clients

Excellent communication skills, including advanced writing and presentation skills

CEBS or AIF® Certification or equivalent experience preferred

FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred

LAH Licensure or commitment to achieving within 12 months of start date

Strong industry knowledge regarding service providers, plan design, industry trends, etc.

Proficiency in Microsoft Office Suite and Morningstar Principia BOS0012F-en