Senior Defined Contribution Consultant

. Serve as lead consultant and advisor to defined contribution clients with plans holding $25M–$500M in assets .

Posted 9/25/2026full-timeUnited StatesSenior💰 $84,500 - $168,500 per yearWebsite

Key responsibilities & impact

Serve as lead consultant and advisor to defined contribution clients with plans holding $25M–$500M in assets
Advise clients on plan investments, plan design, fee benchmarking, recordkeeping vendor management, fiduciary governance and employee engagement
Present plan review and investment review reports for advisory and OCIO engagements
Retain and grow a book of business through long-term client relationships
Serve as subject matter expert on defined contribution topics and Mercer services
Conduct plan document/SPD, operational and compliance reviews
Oversee RFP/RFI marketing process, strategy and transition, and present results to clients
Identify client needs and create scopes of services
Ensure timely, accurate client work and compliance with professional standards
Cultivate new business through professional networks, events and conferences
Participate in sales activity and support consultants and sales professionals with opportunities and strategy
Use AI and technology-enabled tools to improve work and client solutions

What you’ll need

4+ years of experience, including a demonstrated track record of providing investment advice and consulting/strategy for retirement plans
Strong understanding of the defined contribution landscape, including fiduciary topics, investments, plan design trends, administrative practices, employee engagement and retirement readiness trends, and service providers
Ability to develop new ideas and solutions to client problems and improve team efficiency
Track record of building intellectual capital for business development and client delivery
Strong presentation skills
Experience with 401(k), 403(b) and 457(b) plans
Demonstrated client management and business development experience
Ability to handle client inquiries and evaluate operational and plan design issues
Excellent personal, telephone and communication skills
Experience conducting client seminars and presenting at conferences
Ability to work in the office or onsite with clients at least three days per week

Comp & perks