Resource Planning Consultant
Northwestern Mutual
President
PCS Retirement
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $154,000 - $200,000 per year
Job Level
Mid-LevelSenior
About the role
- Develop and execute the firm’s strategic vision across retirement plan consulting and wealth management services.
- Identify and pursue growth opportunities, including new client acquisition, partnerships, and market expansion.
- Oversee brand positioning, marketing initiatives, and public relations to enhance visibility and reputation.
- Lead the development and implementation of investment strategies tailored to retirement plans and individual client portfolios.
- Ensure investment processes align with fiduciary standards, regulatory requirements, and client objectives.
- Monitor market trends and economic indicators to guide portfolio adjustments and risk management.
- Maintain high standards of client service, ensuring timely and transparent reporting across all accounts.
- Oversee the design and delivery of performance reports, plan reviews, and financial planning documents.
- Serve as a senior advisor to key clients, providing strategic guidance and personalized financial solutions.
- Direct sales strategy and pipeline development for both institutional and individual clients.
- Collaborate with marketing teams to create targeted campaigns, thought leadership content, and educational materials.
- Represent the firm at industry events, conferences, and client meetings.
- Supervise and mentor cross-functional teams including advisors, analysts, operations, and support staff.
- Establish performance metrics, conduct evaluations, and promote professional development.
- Oversee compliance, technology infrastructure, and operational efficiency across the organization.
Requirements
- Proven executive leadership in financial services, preferably within investment advisory or wealth management.
- Deep understanding of ERISA, fiduciary standards, and retirement plan consulting.
- Strong grasp of investment theory, portfolio construction, and financial planning principles.
- Exceptional communication, negotiation, and interpersonal skills.
- Bachelor’s degree required; advanced degree (MBA, CFA, CFP) preferred.
- Visionary thinker with a strategic mindset and entrepreneurial spirit.
- Client-centric approach with a commitment to integrity and fiduciary excellence.
- Collaborative leader who inspires trust, accountability, and innovation.
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiesportfolio constructionfinancial planningmarket analysisrisk managementperformance reportingclient acquisitionbrand positioningmarketing initiativesfiduciary standards
Soft skills
executive leadershipcommunication skillsnegotiation skillsinterpersonal skillsstrategic mindsetentrepreneurial spiritclient-centric approachtrust buildingaccountabilityinnovation
Certifications
MBACFACFP
