Lead Managing Consultant

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source checked Jun 20, 2026

Seniority

Senior From the posting source checked Jun 20, 2026

Work mode

Hybrid From the posting source checked Jun 20, 2026

In-office days

2 days From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Lead Managing Consultant Cleveland, OH, United States #LI-OD1 #LI-Hybrid Essential Functions and Primary Duties Consult with plan sponsors and retirement committees on matters related to: fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed). Handle all day-to-day inquiries and service requests for assigned client base, responding to and resolving routine client questions or requests in a timely manner. Target 100% client retention. Proactively schedule, conduct, and lead client committee meetings (annually, semi-annually, or quarterly). Includes coordination with the strategic advisor, client committee, and vendors. Also includes the preparation and delivery of meeting materials and completion of post-meeting documentation and follow-up. Maintain regular communication between all parties (plan sponsor, committee members, recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen the client relationship. Coordinate with outside business partners as needed (recordkeepers, TPAs, investment managers) to manage client requests to successful completion. Maintain detailed notes/logs of client interactions and ensure all documentation is stored properly per firm protocols. Proactively address outstanding inquiries and develop possible solutions to alleviate future inquiries. Additional responsibilities as assigned by management. Preferred Qualifications Bachelor's degree Series 65 license Fifteen years of professional, retirement plan experience Advanced knowledge of plan structure and vendors: recordkeepers, TPAs, fee structures, plan benchmarking If Series 65 licensed, strong knowledge of investment concepts: economic & capital markets, investment lineups, investment vehicles, and general retirement planning theories. Attainment or pursuit of at least one: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary

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