Lead Associate for Defined Benefit Plan Administration and Consulting

Become a key player in defined benefit plan administration. As a Lead Associate, you’ll manage client services, mentor new analysts, and enhance retirement plan strategies in a collaborative environment.

In this pivotal role, you will oversee recurring plan administration while contributing to special projects. Your responsibilities include serving as the primary client contact, reviewing deliverables, and addressing intricate plan provisions. With a focus on growth, you'll leverage cutting-edge resources and methodologies to drive efficiency and ensure excellence in service delivery.

Key Responsibilities:
• Manage daily client communications regarding service delivery
• Review Analyst work and provide constructive feedback
• Address complex plan questions raised by clients
• Develop internal administration manuals for clients
• Enhance team efficiency through process improvements

Requirements:
• 6-9 years of de...