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Investment Consultant

Remote- Eastern Time Zone, Remote- Mountain Time Zone, Remote- Pacific Time Zone Job ID: 32010 Posted 21-Apr-2026
General Description: This position is responsible for delivering institutional consulting services to retirement plan clients, including both Defined Contribution and Defined Benefit plans. The ideal candidate will be able to analyze and communicate capital markets and...
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Retirement Plan Transition Specialist

CT - Glastonbury, Remote- Eastern Time Zone, Remote- Central Time Zone Job ID: 32425 Posted 06-Jul-2026
About the Role:The New Business Transition Specialist leads the implementation and transition of new retirement plan clients for USI Retirement, ensuring a smooth, accurate, and timely onboarding experience. In this role, you will be the primary point of coordination and consultation across...
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Call Center Benefits Service Representative

Remote- United States, OH - Columbus, IL – Schaumburg Job ID: 32109 Posted 26-Jun-2026
General Description: Provide high-level customer service to client’s retired participants.  Includes responding to inquiries on routine transactions. Process retiree defined benefit transactions and create workflows.Responsibilities:Assist retirees with routine inquiries. Process...
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Sr Retirement Plan Administrator

Remote- United States Job ID: 32327 Posted 16-Jun-2026
General Description:The Sr. Consultant demonstrates a high degree of technical expertise in managing and retaining assigned clients’ retirement plan business and handling client relation issues. The Sr. Consultant possesses proficiency in providing compliance services for various types of plans,...
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Sr Investment Consultant

Remote- Eastern Time Zone, Remote- Mountain Time Zone, Remote- Pacific Time Zone Job ID: 32405 Posted 29-Jun-2026
General Description: Provide institutional consulting services to retirement plan clients. Work with clients to understand and meet investment and fiduciary goals. Act as subject matter expert on a wide range of investment topics. Partner with internal and external teams to service clients and...
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VP, Retirement Plan Services

NY - Uniondale Job ID: 30388
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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VP, Retirement Plan Services

AZ - Phoenix Job ID: 32446
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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ERISA Attorney

Remote- United States Job ID: 32355 Posted 16-Jun-2026
ERISA attorney who will provide technical regulatory and compliance services to its Practice Areas and clients in matters relating to retirement and employee benefit plans (DB, DC, H&W). Together with other USI Retirement consultants, the legal consultant will provide comprehensive retirement...
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Benefit Administration Analyst

OH - Columbus, IL – Schaumburg Job ID: 32393 Posted 26-Jun-2026
General Description: Entry-level role in the Benefit Administration team. Responsible for providing administration and analytical support to senior team members. Gain understanding of the design, operations, and regulations governing defined benefit plans. Responsibilities:Process and manage...
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VP, Retirement Plan Services

WA - Seattle Job ID: 30393
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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VP, Retirement Plan Services

MA - Woburn Job ID: 30386
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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VP, Retirement Plan Services

OH - Cincinnati Job ID: 24652
SummaryAs a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship...
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Senior ERISA Attorney

Remote- United States Job ID: 32356 Posted 16-Jun-2026
About the Role:As a Senior ERISA Attorney, you will provide strategic direction and advanced regulatory guidance to USI Retirement’s Practice Areas and clients on retirement and employee benefit matters, including Defined Benefit (DB), Defined Contribution (DC), and Health & Welfare plans....
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VP, Retirement Plan Services

WV - Charleston Job ID: 31285
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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VP, Retirement Plan Services

NV - Las Vegas Job ID: 31820
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting current defined contribution (DC) plans to a USICG preferred service platform....
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Senior Plan Document Consultant

Remote- United States Job ID: 32354 Posted 01-Jul-2026
General Description: With minimal supervision, provide technical and compliance support to the various internal practices and to external clients in matters relating to retirement and employee benefit plans. Communicate with attorneys, and account managers to manage client relationships and...
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VP, Retirement Plan Services

MN - Bloomington Job ID: 30392
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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VP, Defined Benefit Sales

IL - Chicago Job ID: 26065
SUMMARYThe VP, Defined Benefit Sales Producer is responsible for promoting all aspects of USI Consulting Group’s (USICG) defined benefit solutions and driving new business sales. Services include actuarial consulting, investment advisory, benefit administration co-sourcing and full outsourcing,...
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VP, Retirement Plan Services

VA - Falls Church, VA - Glen Allen Job ID: 30376
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting current defined contribution (DC) plans to a USICG preferred service platform....
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VP, Retirement Plan Services

CA - Woodland Hills Job ID: 32101
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build...
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1-20 of 27 results