Consultant

• Drive new client acquisition through targeted business development efforts
• Stay informed on competitive recordkeeping platforms to support strategic positioning and solution differentiation
• Set and drive strategic direction for assigned retirement plans
• Build and maintain strong relationships with plan sponsors and decision-makers
• Serve as the primary liaison between recordkeepers, TPAs, financial professionals, and the home office
• Provide fiduciary guidance and support to plan administrators
• Conduct executive-level and investment/market reviews both virtually and on-site
• Facilitate discussions around plan design, issue resolution, and regulatory compliance
• Drive plan participation and contributions through education and design strategies
• Differentiate Cetera’s retirement plan solutions to enhance client retention
• Support sales efforts by participating in new business presentations
• Cross-sell Cetera’s suite of solutions and services

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