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.
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 clients.
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 employee retirement outcomes.
Identify participant needs and proactively propose value-add services; incorporate new participant-focused solutions 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. 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 50%-70%) to satisfy the needs of key clients, financial advisors, and TPAs.
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 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 is preferred.
Excellent understanding of 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 and enrollment.
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.