Consultant, Retirement Offerings
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: New Hampshire • Rhode Island • United States
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About the role
- Leads, influences, and motivates colleagues without formal authority
- Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner
- Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
- Actively participates in defining requirements and expectations to help inform product strategy and roadmap
- Work and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor
Requirements
- Bachelor’s degree with minimum of 8 years of professional experience
- MBA is a plus
- FINRA Licensing (Series 7, Series 63/66, Series 24, Series 9/10) is a plus but not a requirement
- Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services
- Business insight and analytical abilities
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipinfluencemotivationindependencemulti-taskinganalysiscommunicationsynthesisproblem-solvingpositive attitude
Certifications
Bachelor's degreeMBAFINRA LicensingSeries 7Series 63Series 66Series 24Series 9Series 10