Lead Managing Consultant

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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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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