Senior Retirement Plan Consultant | Pittsburgh, Pennsylvania

Reference Number: MHH7327
Location: Pittsburgh, Pennsylvania

Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant. This candidate will have the unique role of retirement plan advisory, service provider management, and client relationship management, as well as play a pivotal role in the growth of the practice. The ideal candidate is passionate about retirement plan advisory/consulting, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.


  • Perform retirement plan reviews with plan sponsors & support generation of quarterly fund watch list
  • Maintain Investment Policy Statement, investment models, and due diligence substantiation
  • Execute various retirement plan services on behalf of plan sponsors such as plan design features, cost assessments, performance benchmarking and request-for-proposals
  • Coordinate among plan sponsors, recordkeepers, TPAs, ERISA attorneys and investment personnel to ensure the timely completion of projects and plan maintenance
  • Assist with the creation & distribution of marketing materials
  • Actively manage new business development opportunities and close leads


  • Bachelor’s Degree
  • Professional designations a plus (CFA, AIFA, CFP, CPFA, AIF)
  • 5+ years’ experience with a financial services or RIA firm working with HNW clients
  • Strong knowledge of ERISA, DOL best practice standards, and current legislation
  • Experience working directly with retirement plans or retirement plan consulting
  • Excellent technology, communication, and presentation skills
  • Ability to work independently, self-motivated, and proactive

Very competitive base salary, bonus, and benefits

Pittsburgh, Pennsylvania

Reference Number: MHH7327