Associate Vice President, Retirement - Toronto, Canada - Gallagher

Gallagher

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.
We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets.

A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a member of our benefits and HR consulting team, you'll help our clients - employers of all sizes, across all industries - build workplaces that work better.

Overview:

Gallagher Benefit Services (Canada) Group, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security - all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.

Responsibilities:

How will I impact the business?

As the Associate Vice President, Retirement in the Financial and Retirement Services (FRS) practice you will be responsible for the day-to-day account management with our group retirement clients.

Our approach is warm and our relationships are everything with these client groups.

Lead Consultant for a defined block of FRS clients
Maintain close relationship with the FRS team and other GBS practices
Maintain close relationship with clients and recordkeepers
Regularly prepare and deliver succinct and intelligent reports including investment reviews and annual plan reviews
Provide product and process expertise in plain language to meet client needs
Manage request for proposal and marketing process to provide information and recommendation for selection of appropriate recordkeepers for clients
Participate in, and occasionally lead, responses to requests for proposal for new business
Involved in business development initiatives for the FRS practice to crosssell through existing clients as well as new prospect opportunities
Understand and communicate what can be delegated to the recordkeeper vs. what should be handled by the Consultant
Monitor client satisfaction level with recordkeeper and with FRS
Proactively monitor service activity against service standards; watch for possible problems and proactively find solutions
Creatively devise solutions and facilitate necessary process changes to ensure delivery of timely and efficient client service
Proactively present new ideas to improve efficiencies
Coordinate and occasionally deliver offsite Retirement Seminars (utilizing the recordkeeper) to educate clients and their employees about fiduciary responsibilities, investment and retirement needs, and pension and tax legislation
Provide investment guidance to Plan members either via phone or in person, as required
Work with the client and recordkeeper to develop a communication strategy; prepare written communication pieces
Evaluate and judge the similarities, differences, and capabilities of the various investment managers and recordkeepers
Assist in the development of articles or presentations on industry related trends

Qualifications:

Do I have what it takes to be considered?

A minimum of 10 years' experience in, institutional retirement plans, and general investment consulting with significant client‐facing exposure is required
Undergraduate degree in Math, Business or other related areas
CFA, CIPM, ASA, CFP, RPA, CEBS an asset
Capital Accumulation Plan experience and knowledge of Canadian pension industry, group retirement and nonregistered savings plans, and pension/investment regulations and legislation (some U.S. knowledge valuable, too)
Strong oral and written communications skills
Team player; however, able to work independently
Willing to be an individual and have fun
Strong work ethics
Bilingual (French) an asset
Highly proficient in Microsoft Office programs
Strong planning and time management skills
Solution minded

LI-Hybrid