Sr Change Management Consultant leading change management efforts and project activities at Workday. Focused on customer adoption and transition to Workday applications.
About the role
- As a Managing Consultant, you will handle retirement plan compliance and client interactions. The role involves strong analytical skills and retirement industry expertise.
Responsibilities
- Coordinate client requests, problem resolution, and retirement plan changes.
- Establish excellent working relationships within the organization to achieve common objectives.
- Consult with plan sponsors on plan design, compliance, and corrections.
- Perform IRS/DOL audit support for plans under audit.
- Handle inquiries related to plan compliance, corrections, and plan documents.
Requirements
- Bachelor’s Degree or 4+ years related experience in the retirement industry.
- Strong research, analytical and critical thinking skills.
- Excellent communication skills – written, verbal and interpersonal.
- Positive attitude and ability to work well in a team environment.
- High level of initiative and able to work independently to achieve objectives.
- Proficient in Microsoft Office suite with strong experience in Excel.
- In depth understanding of retirement plans with a current CPC, QPA or QKA ASPPA designation.
- Experience with IRS EPCRS correction program is a plus.
- Strong analytical and decision-making skills.
- Knowledge of DOL and IRS regulations for retirement plans.
Benefits
- Health and Wellness: A range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: 401(k) Plan with generous Company matching contributions.
- Employee Assistance Program: Confidential counseling services and resources available to all employees.
- Matching charitable donations: Corebridge matches donations up to $5,000.
- Volunteer Time Off: Up to 16 volunteer hours annually.
- Paid Time Off: At least 24 PTO days for personal and family needs.
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