EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
The Retirement Education Consultant is accountable for delivering effective onsite and virtual group and one-on-one enrollment meetings for American Trust defined contribution relationships. The objective of these meetings is to drive long-term satisfaction, retention, and growth in the business.
Prepare and conduct group enrollment meetings for both direct and partnered American Trust defined contribution plans. These meetings will be for both new and existing business.
Proactively consult with Relationship Managers and financial advisors on participant enrollment, engagement, and digital experience strategies that will enhance the client’s retirement plan and maximize the retirement outcome obtained by their employees.
Identify participant needs and proactively propose value-add services; incorporate new participant-focused products and services offered by the company into enrollment meetings.
Coordinate strategic education campaigns with Relationship Management team and Advisor partners while balancing other communication initiatives targeted towards plans sponsors and participants.
Strengthen relationships with the Relationship Management team internally. Also develop and strengthen relationships with Financial Advisors and Plan Sponsors.
Prepare and deliver annual education and enrollment plans for key defined contribution plan and advisor relationships and monitor the effectiveness of those plans
Collaborate with participant services on escalated participant calls that need advanced knowledge of defined contribution plan investments and plan provisions.
Be a role model to foster a culture of collaboration, empowerment, and accountability across the team.
Adhere to team individual service and retention goals.
Travel as required (approximately 25-50%) to satisfy the needs of key client, financial advisor, and TPA.
Exceptional communication and presentation skills.
Ability to work effectively in a team environment and manage multiple tasks.
Demonstrate confidence and executive presence in external and internal business interactions.
Proven track record of developing, articulating, and implementing educational strategies to optimize participant outcomes.
Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA.
Strong collaboration skills with internal and external partners
Fluency in Spanish speaking capabilities is preferred
Excellent understanding industry trends, legislative updates, ERISA, DOL and IRS regulatory topics, administration and operations, participant communications strategies, and investments.
Education and Experience:
Bachelor’s degree or the equivalent combination of education and relevant experience and 5+ years of retirement plan industry experience with 3-5 years direct experience in retirement education.
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.