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Employee Benefit Plan Consultant
| Details |
Country: USA
Location: PA Valley Forge
Total applied: 35
Relevant Work Experience: 5+ to 7 Years
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
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Employee Benefit Plan Consultant
Vanguard, one of the world's leading investment management companies, seeks an experienced employee-benefits professional to provide best-in-class, business-focused plan compliance and consulting services to full service institutional retirement plan clients and the internal teams who serve them. A primary goal of this position is to be recognized by clients as a trusted adviser in their decision-making and, thereby, deepen and broaden internal and external relationships.
Your proactive approach to client consultation includes understanding the competitive, legislative, and regulatory environments and alerting clients to possible impacts on their plans. You'll evaluate existing plan designs and administration, and formulate recommendations that demonstrate Vanguard's commitment to the partnership. You'll use your legal and regulatory expertise to research and apply the law to issues raised by internal and external clients related to qualified and nonqualified retirement plans, and draft a range of technical, legal and strategic documents for clients.
With respect to administration and compliance, you'll identify risk areas for Vanguard clients, and create action plans for affected units as required. You'll present findings to client relationship teams as well as senior management, and regularly communicate the latest regulatory announcements to internal colleagues.
Your leadership skills will be evident through your involvement as part of the client team. You will work with and advise relationship managers as they execute on both administrative and strategic plans for their clients. You will be looked to as a champion of change by identifying opportunities for improvement. You will conduct formal and informal training to Vanguard employees. You will work with and report to senior plan consultants and can expect to work both independently and as part of a consulting team.
You'll contribute to RFP responses and conduct presentations that support institutional sales and marketing efforts. You'll have the opportunity to participate in industry conferences and client symposiums.
Position Qualifications:
Bachelor's degree or an equivalent combination of training and experience; professional degree (i.e. JD, MBA) or designation preferred (CEBS,ASPPA). A minimum of 5 years of employee benefits experience in a law firm, consulting firm, financial institution, or comparable work experience. Strong technical knowledge of ERISA and Internal Revenue Code and Regulations. Excellent communication and presentation skills. Demonstrated client and project-management skills. Ability to work independently, as well as part of a team and to develop practical responses to issues without clear precedent. Ability to effectively interact with internal and external clients at all levels. Proficiency with PCs and software. Ability to travel on occasion or to work extended hours as needed.
Vanguard, a leading financial company, offers a competitive Total Rewards package of cash compensation, benefits, work-life programs, and conveniences. Employment is contingent on a successful drug-screening result, and we maintain a smoke-free work environment. We are an equal opportunity employer committed to diversity in the workplace.
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