Director, Plan Consulting and Acquisition Support
New Today
Description:
Marsh McLennan Agency
Director, Plan Consulting and Acquisition Support
Our not-so-secret sauce
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Director, Plan Consulting and Acquisition Support, at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As Director, Plan Consulting and Acquisition Support , you will serve as a consultative resource to the firm’s institutional clientele building relationships with clients while supporting complex plan design and M&A transactions. Your responsibilities include ERISA compliance, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions as well as other plan sponsor and sales team support.
Our future colleague .
We’d love to meet you if your professional track record includes these skills:
Bachelor's degree
Minimum 10 years of relationship/client service management experience required
A student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and services
Prior ERISA compliance experience required
Relevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA)®; Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)
Valuable benefits
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work environment
Charitable contribution match programs
Stock purchase opportunities
- Location:
- Charlotte