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plante moran

Experienced Hires

Institutional Retirement Plan Senior Consultant

  • Location: United States, Michigan, Grand Rapids

Date published:


From day one, experience our difference. With more than $12.4 billion of assets under management, Plante Moran’s Wealth Management Team serves as a trusted advisor to more than 2,400 employer-sponsored retirement plans, high net worth individuals, and family business owners helping them build, manage and preserve their wealth.  Our integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning.

Your role.

Your work will include, but not be limited to:

  • Preparing and presenting financial analysis on client’s current situation, working to design optimal solutions and recommending plan or vendor changes to the client
  • Expanding broad-based knowledge of retirement plan industry trends and regulatory changes
  • Expanding broad-based knowledge of client’s business across various industries to help develop meeting material customized to what is important to the client against the backdrop of current conditions
  • Building relationships and consulting with boards and committees on their fiduciary duties related to the employer-sponsored retirement plan
  • Identifying and presenting alternative solutions and anticipate questions from internal and external clients
  • This is done on a group basis as well as one-on-one
  • at meetings
  • Presenting at internal and external events to promote the retirement plan practice
  • Acting as a mentor to staff members by encouraging others to share ideas, reviewing work and providing feedback

The qualifications.

  • 3-5+ years business experience in employer-sponsored retirement plan investment consulting or retirement plan administration role
  • Bachelors’ degree in finance preferred OR a related field is required
  • Designation such as CPFA, CIMA, and/or CFP® is preferred
  • Combination of highly technical financial analysis skills and strong interpersonal skills that allow development of a trusted advisor relationship with clients and prospective clients
  • Ability to adapt communication style and content to the audience
  • Think and respond quickly and effectively under pressure
  • Effectively manage multiple responsibilities and large number of tasks
  • High level of technical ability related to economics, capital markets, fiduciary responsibilities, retirement plan document design and administration
  • Ability to build and maintain network while maintaining an understanding of firm services

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” We have been recognized on Forbes “Top 50 Wealth Managers” list and honored as the fifteenth largest independent financial advisory firm based on assets under management, according to Financial Advisor magazine.  At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Experience our difference.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

The specific statements above are not intended to be all-inclusive.