Associate Vice President, Retirement Consulting
About the Company
Respected insurance brokerage & risk management consulting firm
Industry
Insurance
Type
Public Company
Founded
1927
Employees
10,001+
Categories
Specialties
Business Classifications
About the Role
The Company is in search of an experienced and client-focused Associate Vice President for Retirement Consulting. The successful candidate will be a trusted advisor to a portfolio of group retirement clients, providing strategic consulting, investment guidance, and plan management expertise. This leadership role also involves business development, cross-functional collaboration, and the delivery of integrated solutions. Key responsibilities include serving as a Lead or Co-Consultant for a defined block of clients, building and maintaining strong relationships, preparing and presenting reports, managing the RFP and vendor selection process, and supporting business development initiatives.
Applicants for the Associate Vice President, Retirement Consulting position at the company should have a minimum of 10 years' experience in institutional retirement plans, investment consulting, or related fields. A Bachelors degree in business, mathematics, finance, or a related discipline is required, with professional designations such as CFA, CIPM, ASA, CFP, RPA, or CEBS considered strong assets. The role demands a deep understanding of Capital Accumulation Plans, Canadian pension legislation, and group retirement savings plans. The ideal candidate will have strong communication skills, be proficient in the Microsoft Office Suite, and possess strong planning and time management skills. Bilingual proficiency in French is an asset, and the candidate should be a collaborative team player with a proactive, solution-oriented mindset.
Travel Percent
Less than 10%
Functions
Vice President • Rolling Meadows, IL, US