**Essential Duties and Responsibilities** + Consult and advise on and create complex plan design + Mentor Senior Consultants + Support consultants and provide guidance on complex issues + Participant in internal Consultant training program + Monitor and review client deliverables for accuracy and quality + Attend client meetings + Superior client relationship management skills to ensure high quality deliverables + Schedule periodic check-ins with clients to ensure satisfaction + Regularly lead projects of critical importance, often with organization-wide impact + Monitor retirement plan related legislation and IRS and DOL rules and regulations, and draft both internal and external summary communications + Function as an additional point of contact for clients and advisors and be an escalation point for client issues + Anticipate client needs and formulate solutions to client issues + Draft and review plan documents + Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences + Participate in client sales presentations **Knowledge of** + Deep knowledge of retirement plan related IRS and DOL Code and Regulations + Extensive experience with all types of retirement plans, including profit sharing, money purchase pension, 401(k), 403(b), 457(b), 457(f), tribal, governmental, cash balance and other defined benefit plans, and non-qualified deferred compensation plans + Superior understanding of IRS controlled group and affiliated service group rules + Expert knowledge of compliance testing, including coverage, nondiscrimination (e.g., ADP, ACP, rate group testing, benefits rights and features), top heavy determination, etc. + Strong working knowledge of trust accounting + Operating standard office equipment and using required software applications, including Microsoft Office and Salesforce **Skill in** + Problem solving including the ability to independently research and determine strategies to solve client needs + Performing complex compliance testing and discussing complex plan design solutions with both internal and external clients + Providing customer service + Communicating effectively, both orally and in writing + Operating recordkeeping systems include Relius and Omni + Using ftwilliam software to create plan documents and governmental forms (e.g., 5500, 8955-SSA, 1099s, etc.) **Ability to** + Creatively solve problems + Interact with senior and C-level management + Prioritize, work independently and drive tasks to completion + Lead project teams and function with multiple tasks and deadlines concurrently + Handle multiple ongoing projects **Education/Previous Experience** + Bachelor’s degree, preferable in Mathematics, Actuarial Sciences or Business Administration; + 10+ years of experience in the retirement field including consulting with clients + ERISA legal experience preferable **Licenses/Certifications** + QKA or QPA designation **Travel Required:** + Yes, sales presentations and client meetings as needed *****SIE not required*****