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Job Details

Locations
CT - Glastonbury
Job ID
30306

Description and Requirements

General Description: Responsible for building and maintaining strong client relationships. Ensure compliance with regulatory requirements and drive business growth.  

Responsibilities:
  • Oversee and manage complex record-keeping projects. Ensure timely and accurate deliverables.
  • Develop strong relationships with clients. Understand their needs and provide tailored solutions.
  • Collaborate with internal and external stakeholders. Identify and address record-keeping challenges.
  • Provide expert consulting services to clients on a range of record-keeping issues.
  • Educate clients on retirement plan features, benefits, and options. 
  • Oversee and ensure the accuracy and completeness of retirement plan records. Includes participant accounts, contributions, distributions, and loans. 
  • Stay up to date on retirement plan regulations and provisions. Ensure processes and procedures comply with applicable laws and regulations.  
  • Manage and oversee projects related to retirement plan administration, ensuring they are completed on time and within budget.
  • Participate in industry conferences, webinars, and workshops.
Knowledge, Skills and Abilities:
  • 7-10 years of relevant recordkeeping experience, combined with employee benefits or defined contribution experience. 
  • 5 years of experience with Schwab Retirement Technologies (SRT) or related retirement platforms.
  • Bachelor’s degree in business, mathematics, or finance preferred. 
  • Advanced knowledge of the retirement plan industry. Ability to read and interpret plan documents. 
  • Strong understanding of defined contribution compliance, including testing and 5500 preparations.
  • In-depth knowledge of ERISA and IRS regulations and compliance requirements.
  • Ability to provide outstanding client service and build strong relationships. 
  • Strong analytical skills and ability to leverage data to solve problems effectively. 
  • Proven experience in financial analysis and working with numerical data.
  • Proven ability to oversee and implement projects efficiently, on time, and according to procedures. 
  • Ability to mentor and train other team members. 
  • Advanced skill level in Microsoft Office products. Experience utilizing a database system preferred.
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).  To learn more, visit usicg.com or follow us on LinkedIn. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition 
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


Salary Range is $60,000 - $80,000 plus potential for compensation incentives