Retirement Plan Consultant (Plan Transitions & New Business)

Remote Washington - United Statesremotemid$80K$90K

Posted 6 days ago · via Workday

About this role

Job Description Summary Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education. Job Description An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less, teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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