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Posted: Sunday, January 14, 2018 12:07 AM

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POSITION SUMMARY

The Senior Consultant delivers ongoing plan design advice and owns relationship management at the highest level, with the goal of providing superior service and promoting the intellectual value added by NestEggs as a firm. The Senior Consultant also manages a team of Senior Administrators whose primary functions include operational support and maintenance for their assigned Defined Benefit, Cash Balance and Defined Contribution Plans.

ESSENTIAL FUNCTIONS

Manage and mentor a team responsible for supporting a book of Cross-Tested, Defined Contribution, Defined Benefit, Cash Balance Plans and Hybrid (aggregate testing) Plans maintained by NestEggs;
Supervise the use of software used to support these plans;
Develop Documents to support our clients’ Plans
Proactively provides support and advice to business owners, trustees, and CPAs which continually demonstrates the intellectual value provided by NestEggs;
Convey and support NestEggs’ investment philosophy
Work with Practice Manager to develop and integrate ‘best practices’ across the firm.
POSITION QUALIFICATIONS


Bachelor’s Degree
Multiple ASPPA Credentials, with emphasis on QPA, QPFA and QPC
Series 65 or Series 7 + 66
Minimum of 5 years’ experience actually managing a team of professionals
Minimum of 5 years’ experience being responsible for Client Relationships at the highest level
In-depth understanding of math related to Cross-Testing, Cash Balance Plans and aggregate plan testing
Minimum of 5 years working with the following software:
Daily Valuation Recordkeeping
401(a)(4) and 410(b) testing software
Documentation
Demonstrated ability to be part of a small-business team
PERSONAL ATTRIBUTES

Collaborative, team-oriented
Patient mentor
Willingness to be measured and rewarded by results, including
Client satisfaction and retention
Higher skill-sets of direct report administrators
Development of new relationships
Career-Oriented, as demonstrated by continual self-improvement and learning
Ability to articulate
How to Apply
Qualified candidates may send current resume, in confidence, to Rob@NestEggs.cc.

• Location: Jacksonville, Jacksonville, FL

• Post ID: 20294257 jacksonville
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