Remote Relocation Consultant Jobs in Maryland (NOW HIRING)

Role Summary

The Employee Meeting Consultant is responsible for working with RPS plan sponsors to consult, plan, and organize retirement plan meeting campaigns that drive action for their employees and revenue for the firm. The position's primary duties include goal setting, content and strategy development and implementation, resource planning and organizing, campaign measurement, and client servicing for both internal and external clients.

Responsibilities

• Client Consulting - Working directly with plan sponsors, external plan consultants, and internal contacts to develop an investor meeting strategy for RPS clients. Expected to consultatively interact with clients using CCI skills and provide them with expert meeting advice and insight on the most effective ways to message and reach their retirement plan goals.
• Resource Planning - Responsible for managing the capacity of the team against the goals of the client. Responsibilities include managing an assignment calendar, gathering client and meeting information, and drafting meeting assignment documents for internal and external presenters/customers. Effectively resolve client conflicts and negotiate to win-win solutions.
• Project Management - Initiates, leads, and coordinates projects working with the Marketing Managers, Client Experience Manager, and Meeting Team Department Manager to identify areas of improvement to increase productivity and quality levels.
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues. Escalates highly complex issues to management or senior staff.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Retirement planning experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work and requires travel to our Owings Mills, MD and/or Colorado Springs, CO office locations up to two times per year.