AT
EncompaaS Functional Lead guiding clients through design and adoption of information governance platform. Leveraging expertise in metadata, compliance, and classification for effective governance frameworks.
About the role
- Services corporate client retirement plan accounts on an ongoing basis
- Responsible for a dedicated list of clients as point-of-contact
- Manages and schedules all client deliverables
- Conducts employee enrollment meetings and ongoing education
- Completes and presents Annual Fiduciary Reviews to Plan Trustees
- Interfaces with financial advisors to provide ongoing services
- Consults with plan sponsors on retirement plan design
- Maintains client files on Baird network
- Performs special projects and assignments as required
Requirements
- Bachelor’s degree in related field
- 5 to 7 years’ industry experience
- SIE, Series 7 and Series 66 licenses required within 12 months of hire
- AIF and/or CPFA accreditation preferred
- Understanding of retirement plan rules and regulations
- Knowledge of different retirement plan products
- Strong computational mathematical and analytical skills
- Strong technical writing skills
- Excellent interpersonal skills
- Personal computer skills must include e-mail, Microsoft Word, PowerPoint, and Excel.
Benefits
- Health insurance
- 401(k) retirement plans
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
AT
Principal Technical Consultant leading design and implementation of EncompaaS solutions. Guiding clients in Enterprise Information Management and Intelligent Information Governance at Atturra.
SY
Consultant Cloud Integration at Syntax managing cloud integration solutions and driving digital transformation for clients. Collaborating with cross - functional teams to ensure seamless data flows across platforms.
SY
Consultant supporting SAP Document Management Systems within Syntax's comprehensive technology solutions for businesses. Focused on incident handling and continuous improvement in SAP environments.
CI
CNA InsuranceGeneral Liability Claims Consultant
Claims Consultant at CNA responsible for managing high complexity commercial claims. Involves coordination of claim resolution activities while achieving quality and service standards.
TH
The HartfordEnvironmental Claim Consultant
Environmental Claim Consultant managing complex environmental claims at The Hartford’s Complex Claims Unit, requiring expertise in liability and legal matters.
VA
Junior Consultant at Valcon integrating strategy, technology, and data in a dynamic environment. Work on impactful projects for leading companies across various sectors.
HO
Consultor de Inspeção responsible for preparing inspections and technical reports in infrastructure projects. Supporting teams in certificate proposals and technical product development.
GT
GFT TechnologiesProject Office Consultant
Consultant Project Office supporting project management in banking sector from planning to completion. Collaborating with project leads and enhancing project structures and processes.
LG
Labtagon GmbHConsultant – Enterprise Service Management
Consultant focusing on Enterprise Service Management at Labtagon, enhancing client service operations with technology solutions. Engaging clients through workshops and tailored product configurations.