Institutional Consultant
TIAA
Posted: 10/21/2026
Funding Consultant
Tobii Dynavox
Posted: 10/21/2026
Technical Consultant, Subject Matter Expert I
Woolpert
Posted: 10/21/2026
Claims Consultant – Commercial Lines
HUB International
Posted: 10/21/2026
Broker Dealer Associate, Regional Consultant, AVP – US Wealth
State Street
Posted: 10/21/2026
Behavior Consultant, ABA
Clarvida
Posted: 10/21/2026
Forward Deployed Consultant, Value Acceleration
Salesforce
Posted: 10/21/2026Cloud
Associate Principal Consultant
Nagarro
Posted: 10/21/2026
Senior Sage Intacct Consultant
Pine Services Group
Posted: 10/21/2026
Educational Consultant, Math – Per Diem
Curriculum Associates
Posted: 10/21/2026Educational Consultant – Per Diem
Curriculum Associates
Posted: 10/21/2026Educational Consultant, ELA or Reading
Curriculum Associates
Posted: 10/21/2026Educational Consultant, Math
Curriculum Associates
Posted: 10/21/2026Educational Consultant
Curriculum Associates
Posted: 10/21/2026Educational Consultant – Per Diem
Curriculum Associates
Posted: 10/21/2026
Treasury Management Consultant
Columbia Bank
Posted: 10/21/2026
Corporate Travel Consultant
Internova Travel Group
Posted: 10/21/2026
Business Energy Consultant
Navigate Power
Posted: 10/21/2026
Wholesale Payments Consultant
Truist
Posted: 10/21/2026
Senior Consultant
Accela
Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan design, compliance, and client relationship management, with a strong focus on fiduciary responsibilities and regulatory adherence. Proficient in providing consultative guidance and education to plan sponsors while effectively managing complex inquiries and issues.
Highest-signal resume keywords
FINRA Series 6FINRA Series 63Life And Health Insurance LicenseClient Relationship ManagementRetirement Plan Compliance
About the role
Key responsibilities & impact- Provide primary inbound/outbound call center support to institutional plan sponsors using the Administrator Telephone Center service line
- Provide consultation on plan design, investment education, Planfocus education and support, signature 5500, and plan compliance
- Answer administrative and service inquiries, document and respond to concerns, and provide consultative guidance on lifetime income solutions
- Participate in training programs as a contributor or presenter on Planfocus, institutional tools and resources, and legal issues
- Participate in projects and initiatives supporting business goals and objectives
- Build and maintain plan sponsor and client relationships
- Advise on retirement plan design and pension regulation changes, and design programs to enhance plan participation and savings rates
- Provide client relationship management for TIAA plan sponsors, consultants, payroll vendors, auditors, and legal counsel
- Discuss fiduciary responsibilities and newly issued regulations with key influencers
- Educate plan sponsors on plan design and governance, compliance, audits, nondiscrimination testing, reporting, online services, and plan amendments
- Consult on Form 5500 filings, compliance issues, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing
- Provide audit support and assist with retirement plan tax filing inquiries
- Reach out to top-tier Primary Market clients to build relationships and encourage adoption of products and services
- Troubleshoot online services administrator access for plan setup and administration
- Resolve customer and team issues through initiative and timely follow-up while navigating sensitive and complex matters
Requirements
What you’ll need- 2+ years of work experience required
- FINRA Series 6 and 63 required
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- University degree preferred
- 3+ years of work experience preferred
- 2+ years of financial services experience preferred
- FINRA Series 7 preferred
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Comprehensive Total Rewards package
- Financial well-being support
- Learning experiences and development pathways
- AI tools and future-focused skills development
- Incentive program linked to performance may be included, depending on the role
- Drug-free and smoke-free workplace
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan DesignInvestment EducationPlan ComplianceForm 5500 FilingsNondiscrimination TestingAudit SupportRetirement Plan Tax FilingConsultative GuidanceTroubleshooting Online ServicesDocumenting Inquiries
Soft Skills
CommunicationProblem-SolvingInitiativeRelationship BuildingTraining Presentation
Certifications & Qualifications
FINRA Series 7
Industry Keywords
Fiduciary ResponsibilitiesPension RegulationPlan GovernanceCompliance IssuesAuditsLegal IssuesInvestment EducationPlan ParticipationBusiness GoalsFinancial Services