Senior Defined Contribution Consultant

Marsh McLennan

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

Posted 11/3/2026full-timeUnited StatesSenior💰 $110,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defined contribution retirement plans, including fiduciary governance, investment strategies, and plan design. Proven ability to manage client relationships, deliver strategic consulting, and ensure compliance while driving business development.

Highest-signal resume keywords

Defined Contribution ExpertiseClient Management ExperienceInvestment Advice and ConsultingStrong Presentation SkillsBusiness Development Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design KnowledgeFiduciary GovernanceInvestment StrategyCompliance ReviewsOperational ReviewsFee BenchmarkingRecordkeeping Vendor ManagementEmployee Engagement StrategiesRFP/RFI Marketing ProcessesRetirement Readiness Trends

Soft Skills

Problem SolvingTeam Efficiency ImprovementCommunication SkillsProfessional CountenanceClient Relationship Building

Industry Keywords

Defined Contribution Plans401(k)403(b)457(b)Investment Review ReportsClient SeminarsBusiness DevelopmentDecision-Maker RelationshipsStrategic Plan DesignOperational Practices

About the role

Key responsibilities & impact

Serve as lead consultant and advisor to defined contribution clients with plans holding $25M–$500M in assets
Manage at least $1,000,000 in revenue for a Senior Consultant role
Advise clients on plan investments, plan design, fee benchmarking, recordkeeping vendor management, fiduciary governance, and employee engagement strategies
Present plan review and investment review reports for advisory and OCIO engagements
Assess the defined contribution landscape, anticipate client needs, and develop scopes of services
Ensure timely and accurate delivery of client work
Maintain compliance and professional standards across business development and work processes
Initiate and participate in sales activities and assist with opportunity development and business plans
Retain and grow business through long-term client and decision-maker relationships
Serve as a subject matter expert on defined contribution topics and Mercer services
Conduct plan document/SPD, operational, and compliance reviews
Apply strategic plan design knowledge to defined contribution retirement plans
Oversee RFP/RFI marketing processes, strategy, and transition; present results to clients

Requirements

What you’ll need

6+ 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, retirement readiness trends, and service providers
Ability to develop new ideas and solve client problems
Ability to improve team efficiency at local and zone level
Track record of building intellectual capital for business development and client delivery
Strong presentation skills
Polished, professional countenance
Experience with 401(k), 403(b), and 457(b) plans is a differentiator
Demonstrated client management and business development experience is a differentiator
Experience handling client inquiries and evaluating operational and plan design issues is a differentiator
Experience conducting client seminars and presenting at conferences is a differentiator
Excellent personal, telephone, and communication skills are a differentiator

Benefits

Comp & perks

Professional development opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Flexible hybrid work environment
Performance-based incentives may be available