[Hiring] Senior Consultant @USI Holdings Corporation

Role Description

Responsible for building and maintaining strong client relationships. Ensure compliance with regulatory requirements and drive business growth.

• Oversee and manage complex record-keeping projects. Ensure timely and accurate deliverables.
• Develop strong relationships with clients. Understand their needs and provide tailored solutions.
• Collaborate with internal and external stakeholders. Identify and address record-keeping challenges.
• Provide expert consulting services to clients on a range of record-keeping issues.
• Educate clients on retirement plan features, benefits, and options.
• Oversee and ensure the accuracy and completeness of retirement plan records, including participant accounts, contributions, distributions, and loans.
• Stay up to date on retirement plan regulations and provisions. Ensure processes and procedures comply with applicable laws and regulations.
• Manage and oversee projects related to retirement plan administration, ensuring they are completed on time and within budget.
• Participate in industry conferences, webinars, and workshops.

Qualifications

• 7-10 years of relevant recordkeeping experience, combined with employee benefits or defined contribution experience.
• 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms.
• Bachelor's degree in business, mathematics, or finance preferred.
• Advanced knowledge of the retirement plan industry. Ability to read and interpret plan documents.
• Strong understanding of defined contribution compliance, including testing and 5500 preparations.
• In-depth knowledge of ERISA and IRS regulations and compliance requirements.
• Ability to provide outstanding client service and build strong relationships.
• Strong analytical skills and ability to leverage data to solve problems effectively.
• Proven experience in financial analysis and working with numerical data.
• Proven ability to oversee and implement projects efficiently, on time, and according to procedures.
• Ability to mentor and train other team members.
• Advanced skill level in Microsoft Office products. Experience utilizing a database system preferred.

Benefits

• Competitive pay, incentives, and benefits.
• Summit Awards program recognizing excellence.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial help in times of need.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.
• Annual salary range is $70,000 - $85,000, plus potential compensation incentives.