Senior Retirement Client Consultant

Leading Retirement Solutions • W2 Full-time • Remote (Remote, USA only) • $80k - $100k / year • 2w ago

Firm Type: Other

Total Compensation Range (Base + Commissions/Bonus): from 83000 to 104000

Benefits Offered: Health Coverage, 401k Retirement Program, Paid Time Off, Professional Development Assistance, Life Insurance, Flexible Work Schedule

Build a Career That Helps Millions Achieve Retirement Security

At Leading Retirement Solutions (LRS), we believe every worker deserves the opportunity to retire with financial confidence. Our mission is to proactively support organizations and lead them toward a secure future.

LRS is one of the nation's leading independent retirement plan administration, recordkeeping and consulting firms. We partner with employers, advisors, fiduciaries, and participants to navigate the complexities of retirement plans while delivering innovative solutions and outstanding service. When you join LRS, you become part of a team of passionate professionals dedicated to solving challenging problems, driving meaningful outcomes for clients, and shaping the future of the retirement industry. Our fully remote workforce spans the country, allowing us to bring together talented individuals who value collaboration, accountability, continuous learning, and excellence.

Whether you're helping a small business establish its first 401(k) plan or supporting large organizations with sophisticated retirement strategies, your work will have a direct impact on helping people achieve financial security for the future.

Department Responsibilities

The Client Services team works directly with customers and clients of all kinds of businesses. Team members work closely with plan sponsors, partners, and participants to deliver responsive, knowledgeable, and solutions-oriented support throughout the lifecycle of their retirement plans. Team members receive and respond to client or customer questions about properly using or accessing any information regarding their retirement plans as well as expectations on meeting regulatory requirements.

Team members monitor and maintain the client relationship, receiving and processing client requests across the spectrum of annual plan administration and/or daily plan management topics. As a hub of the organization, Client Service team members regularly collaborate with multiple departments to deliver excellent client care.

Role Responsibilities

Serve as the primary consultant and trusted advisor for assigned retirement plan clients, leading discussions related to plan administration, compliance, governance, operational challenges, and strategic plan objectives.
Manage complex client issues, escalations, and service initiatives through resolution while maintaining strong relationships with plan sponsors, advisors, auditors, attorneys, and other stakeholders.
Identify client risks, opportunities, and emerging needs, and provide proactive recommendations that support client goals, regulatory compliance, and operational effectiveness.
Provide advanced consultation on retirement plan administration, ERISA requirements, IRS and DOL regulations, plan document interpretation, and complex operational matters.
Research, analyze, and resolve complex technical issues, operational failures, and compliance concerns, including developing and recommending appropriate correction strategies.
Serve as a primary escalation resource and technical subject matter expert for high-risk or non-routine client situations.
Lead plan design consultations and recommend plan structure, amendments, and operational enhancements aligned with client objectives and regulatory requirements.
Consult on compliance testing, annual reporting, audits, fiduciary considerations, and regulatory obligations impacting retirement plans.
Support and advise on complex events including plan mergers, acquisitions, conversions, terminations, spin-offs, and other significant plan transactions.
Develop and maintain subject matter expertise in designated retirement plan disciplines and serve as a technical resource for clients and internal teams.
Develop technical resources, procedures, and training materials while providing mentorship and technical guidance to team members.
Review and provide guidance on complex client communications, recommendations, and technical deliverables to promote quality, accuracy, and consistency.
Identify root causes of service, compliance, and operational challenges and implement sustainable solutions that improve client and business outcomes.
Partner with cross-functional teams to implement client solutions, operational improvements, and strategic initiatives.
Contribute to a positive team culture through collaboration, knowledge sharing, mentorship, and exemplification of company values.

Qualifications

6+ years of retirement industry experience, with significant experience consulting on qualified retirement plans.
Demonstrated expertise in defined contribution plan administration, compliance, and plan document interpretation.
Demonstrated ability to collaborate effectively with clients, business partners, and cross-functional teams. Advanced knowledge of ERISA, IRS, and Department of Labor retirement plan regulations.
Experience consulting on complex retirement plan design, operational, and compliance matters.
Strong analytical and problem-solving skills with the ability to evaluate complex situations and develop practical solutions.
Experience researching technical retirement plan issues and communicating recommendations to diverse audiences.
Proven ability to independently manage high-value client relationships and complex service situations.
Advanced proficiency in handling matters akin or aligned to project management, notably with internal and external stakeholders.
Advanced proficiency in retirement plan document analysis, amendment review, and operational application.
ASPPA credentials strongly preferred (QKA, QPA, CPC, TGPC, APA, APR, or similar).
Experience supporting plan corrections, audits, plan conversions, mergers, acquisitions, or terminations preferred.
Bachelor's degree preferred.

Physical Demands and Work Environment

While performing the duties of this job, the employee is regularly required to talk and hear.
The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires less than 5% of travel.
The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.
Constantly operates a computer and other office productivity machinery such as a printer.

We Offer Great Benefits!