401(k) Consultant

📋 Description

• Manage a book of strategic 401(k) clients and drive plan success.
• Partner with Onboarding, Operations, Product, Compliance, Marketing.
• Deliver retirement guidance and a clear roadmap to goals.
• Guide clients on plan design, rollovers, and participation strategies.
• Own annual compliance needs as main client contact.
• Collaborate cross-functionally to capture Voice of the Customer.

🎯 Requirements

• 4+ years client-facing in retirement plans.
• Deep knowledge of 401(k) plan administration and engagement.
• Ability to influence internal and external stakeholders toward outcomes.
• Manage multiple priorities with accountability and follow-through.
• Strong verbal and written communication with clients at all levels.
• Proficient with Salesforce, Asana, and Excel.

🎁 Benefits

• Medical, dental, vision; life and AD&D; disability; infertility support; EAP.
• Equity for all employees, including new hire grants.
• Flexible PTO, parental leave, four-week sabbatical in year six.
• Company-paid professional coaching for all employees.
• Day-one 401(k) match and student loan matching.