At
Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we’ve worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future. TheSenior Associate on our Retirement Plan Advisory Services team will provide various advisory services, client management, process management, project/analytics research, and operations support for Choreo’s retirement plan practice.
This position will be based in Des Moines, IA or Rockford, IL.
Primary Responsibilities:
- Serve as a retirement plan consultant to Retirement Plan Advisory Services clients.
- Assist with the fiduciary process implementation for multiple clients using a standardized process
- Assist and help coordinate TPA and recordkeeper relationships and be able to articulate the unique service capabilities of each
- Collect and analyze data and prepare plan review and benchmarking reports
- Prepare quarterly investment due to diligence reports
- Assist with plan conversions to various recordkeeping platforms
- Assist and coordinate investment updates on multiple recordkeeping systems at once
- Research client and participant questions using the recordkeeper/vendor websites
- Assist with multiple client and practice related projects at one time
- Ability to communicate with clients and work through client service-related issues
- Prepare and facilitate reports and presentations for quarterly client materials/meetings
- Conduct employee education meetings, both group, and one-on-one
- Assist with tracking business activity - manage pipeline reporting for multiple advisory practice locations
- Meet high-level service expectations from clients and internal partners
Basic Qualifications:
- Minimum of 3 years in retirement plan industry, which may include relationship management, retirement plan administration, and basic investment knowledge
- Bachelor’s Degree or Equivalent Work Experience
- Series 65 or equivalent license – or ability and willingness to attain license within three months
- Knowledge of retirement plan rules, ERISA laws, and administration
- Ability to travel to client locations, including overnight travel
- Self-motivated and possess a sense of urgency
- Ability to work alone or as part of a team - both locally and regionally
- Excellent verbal and written communication skills
- Strong mathematical and analytical skills
- Strong attention to detail, accuracy, and problem solving skills
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Strong ethical and professional standards
- Flexibility, adaptability, and strong team orientation
- Basic knowledge of mutual fund investments
- Ability to present material to clients and prospective clients as part of a team
- Ability to present education topics to plan participants
- Demonstrate advanced Excel and PowerPoint proficiency
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
