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Professional Services

Retirement Plans Consultant

King of Prussia, PA

About the Role

Global Advisers is seeking a Retirement Plans Consultant in King of Prussia, PA to advise employers on retirement-plan design, investment oversight, participant outcomes, service-provider coordination, and ongoing plan governance. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Support plan sponsors with retirement-plan design, investment review, benchmarking, and governance.
  • Coordinate with recordkeepers, TPAs, custodians, and other plan-service providers.
  • Prepare investment and plan-review materials for fiduciary committees and business owners.
  • Support participant education and financial-wellness initiatives.
  • Monitor service issues, plan changes, and implementation deadlines.
  • Develop new employer relationships and coordinate broader business and executive planning opportunities.

Qualifications

  • Bachelor's degree or equivalent professional experience.
  • Three or more years of retirement-plan consulting, recordkeeping, investment advisory, employee benefits, or related experience.
  • Working knowledge of 401(k) plans, ERISA concepts, plan investments, and plan-service models.
  • Strong presentation, client-service, and project-management skills.
  • Ability to manage detailed implementation and governance work.

Preferred Qualifications

  • AIF®, CPFA®, CFP®, or other retirement-plan credential.
  • Experience with small and middle-market plan sponsors.

Skills for This Role

Retirement Plan Consulting, 401(k) Plan Consulting, ERISA, Retirement Plan Design, Participant Education, Investment Policy Statements, Client Relationship Management

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.