Success Factors

Responsibilities

• Conduct client meetings and present retirement solutions available alongside the wealth advisory team, including quarterly investment reviews
• Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty
• Ensure Wealth Advisors are informed of what is included in a specific retirement plan and ensure funds are being replaced in accordance with the quarterly due diligence report
• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
• Conduct periodic plan review meetings with plan trustees, provide education and counseling to retirement plan participants, and work with the wealth advisory team to help grow the retirement plan practice
• Develop leads, referrals from current clients and outside contacts, while increasing current accounts
• Represent RKL Wealth Management process and investment philosophy to colleagues, clients and prospects
• Produce various client and internal reports and trouble shoot challenges for plan sponsors
• Responsible for the quarterly due diligence report and legal documentation review
• Communicate across the RKL team on updates in the retirement plan arena and develop the communication and education strategy for assigned plans
• Train and develop other retirement plan team members to build their expertise and ensure career success
• Maintain confidentiality with external and client information as well as internal employee and firm information

People Management/Relationships

• Take initiative to be a team player (seek out opportunities to help others)
• Treat everyone with respect; develop loyalty and trust with the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Analytical and data-driven individual with strong problem-solving skills
• Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment
• Ability to use sound judgement and discretion regarding confidential information
• Drive to complete performance targets and track record of meeting/exceeding expectations
• Ability to listen to client needs and provide financial solutions, with strong networking capabilities
• Ability to shift focus and adapt to change

Education, Experience and Certifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field
• Knowledge and experience working with ERISA plans and ability to comprehend legal documentation
• 10+ years’ experience working in investment or financial management firm with client interaction
• Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP
• ASPPA certified, CFP a plus
• Experience using CRM tools
• Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: