Retirement Planner Jobs in Washington (NOW HIRING)

Federal Retirement Plan Consultant

The Position:

We are seeking motivated, detail-oriented professionals with experience in defined contribution retirement plans, recordkeeping services, research, and analysis to support the Federal Retirement Thrift Investment Board’s modernization and recompete of its recordkeeping services. The Federal Retirement Plan Consultant will support industry research and benchmarking, data collection and analysis, project planning, process documentation, and the development of reports, presentations, and other client deliverables. This position requires strong analytical, writing, and problem solving skills, as well as the ability to interpret complex financial, operational, market, and technical information. A successful candidate will collaborate with senior subject matter experts, agency stakeholders, and cross-functional teams to support a complex, long term acquisition serving the nation’s largest defined contribution retirement plan. Responsibilities for the role will include:

• Support research and analysis related to defined contribution plan administration, recordkeeping services, technology, customer service, market trends, and industry practices.
• Gather, compile, validate, and analyze qualitative and quantitative data from agency, industry, and market research sources.
• Conduct benchmarking and comparative analyses of recordkeepers, plan administrators, products, technologies, service delivery models, costs, and competitors.
• Support current state discovery, process reviews, gap analyses, and development of future state recommendations.
• Assist with project planning, workstream coordination, timelines, milestones, resource tracking, risks, and execution activities.
• Develop and maintain analytical models, spreadsheets, process flows, narratives, configuration guides, and other project documentation.
• Analyze and interpret data to identify trends, gaps, risks, opportunities, and potential conclusions.
• Draft reports, executive summaries, presentations, charts, tables, and other client deliverables.
• Support survey development, data collection, statistical analysis, and presentation of research findings.
• Participate in stakeholder interviews, working sessions, requirements discussions, and project meetings.
• Translate complex defined contribution, recordkeeping, operational, financial, and technical information into clear written materials.
• Collaborate with senior subject matter experts and cross-functional project teams to support acquisition, transition, and strategic planning activities.
• Review deliverables for accuracy, completeness, consistency, and alignment with client requirements.

The Ideal Candidate: 

At Censeo, we are looking for unique candidates whose passion and enthusiasm will help shape Censeo’s client insights and workplace culture. Our staff have a wide range of backgrounds, areas of expertise, personality types, and favorite breakfast foods. Our client and cultural successes are rooted in our team’s innovation, creative problem solving, and collaboration. The unique perspective that you bring and the way you tackle problems are much more important to us than what’s printed on your diploma. Some of the core qualifications for the role include:
Required:

• Bachelor’s Degree or Associate’s Degree, relevant professional certificate, or equivalent demonstrated experience in business, technology, engineering, finance, research, or a related field.
• Early Career Level: Minimum of 1 year of experience in the defined contribution, recordkeeping, plan administration, information technology, or a closely related industry.
• Mid Level: Minimum of 4 years of experience in the defined contribution, recordkeeping, plan administration, information technology, or a closely related industry.
• Senior Level: Minimum of 10 years of experience in the defined contribution, recordkeeping, plan administration, information technology, or a closely related industry.
• Demonstrated knowledge of defined contribution plans, recordkeeping services, or plan administration operations.
• Experience gathering, compiling, validating, and analyzing qualitative or quantitative data.
• Experience using spreadsheet software to analyze information, develop models, and support project deliverables.
• Demonstrated ability to conduct research, analyze problems, exercise sound judgment, and develop well supported conclusions.
• Experience preparing written reports, presentations, charts, spreadsheets, process documentation, or other analytical deliverables.
• Strong listening, writing, analytical, organizational, and problem solving skills.
• Ability to work effectively with senior subject matter experts and cross-functional project teams.

• Master’s Degree in business, technology, engineering, finance, or a related field.
• Experience supporting complex recordkeeper or plan administrator transitions.
• Experience conducting discovery activities, process reviews, gap analyses, market research, competitor analysis, surveys, or statistical analysis.
• Experience developing process flows, narratives, configuration guides, executive summaries, or client presentations.
• Knowledge of defined contribution technologies, products, market trends, financial impacts, and project management practices.
• Experience managing portions of consulting projects or independently completing significant sections of customized client deliverables.

The Company:

Censeo Consulting Group is a top Washington D.C. based management consulting firm dedicated to helping public sector and non-profit clients build operational excellence, deliver better outcomes, and lower cost. We take a personalized approach to strategic consulting to solve our clients’ most complex problems and build operational excellence that transforms their organizations, allowing them to better deliver on their public and social missions. 

At Censeo, our award-winning culture means you’ll join a tight-knit community of 80 brilliant and passionate colleagues. We are advocates for a better functioning public sector, and we’re also good friends who know the names of each other’s dogs. Our philosophy is horizontal, not hierarchical, and our open-door policy encourages a culture of entrepreneurship at all levels. We share successes, make decisions together, and foster an environment for those with passion and initiative to lead. Our colleagues bring their own unique personalities to work every day and use them to help shape our growing firm in ways that reach far beyond client projects. 

The Location:

Censeo Consulting Group is based in Washington D.C., a fantastic city for working professionals. We work in a hybrid setting with flexibility to work from home and work in our office conveniently located in the heart of downtown, just a few blocks away from the White House. And with many of our clients also based in D.C., we have the luxury of leaving for a meeting and being back in the office in time for post-work happy hours, team dinners, and game nights.
The Fine Print:

• The salary range for this role is $60,000 - $165,000 depending on experience
• Expected travel 0-10%; may increase based on business needs 
• This is an exempt, full-time position but open to part-time/contracted arrangements
• This role is subject to a hybrid work schedule in the Washington D.C. 
• Essential Physical Functions
  • Sitting: Particularly for sustained periods of time
  • Light Carrying: Physically transporting items weighing less than 15 pounds from one location to another

Censeo offers a competitive compensation and benefits package, including paid vacation and sick leave, flexible and remote work opportunities, and tuition and training reimbursement. More information on our benefits and perks can be found at https://www.censeoconsulting.com/about/join-us/.  
Censeo is an equal opportunity employer. We are committed to providing equal opportunity to all applicants and employees in full compliance with all applicable state and federal laws prohibiting discrimination on the basis of race, color, age, gender, religion, national origin, disability, protected veteran status, or any other class protected by applicable state or federal law. 
Join Our Award-Winning Culture!
Our passion wins awards. But don’t just take it from us… 

• 2024 Vault #41 Consulting 50 North America
• 2024 Vault #7 Best Consulting Firm for Hours in the Office
• 2023 Vault #9 Best Consulting Firm for Work/Life Balance 
• 2023 Vault #23 Best Consulting Firm for Overall Diversity
• 2023 Management Consulted #3 Best Boutique Firms in Washington DC
• 2022 Vault #41 Best Overall Consulting Firm to Work For
• 2020 Vault #21 Best Boutique Consulting Firm 
• 2019 Ivy Exec #7 Best Boutique Consulting Firm 
• 2018 Consulting Magazine Best Small Firms to Work For  
• 2017 Vault #12 Best Boutique Consulting Firm 
• 2016 Forbes Best Management Consulting Firms in America 
• 2015 Washington Business Journal’s Philanthropy List 

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