1 Analyst, Advisor Channel Consulting Job in Wakefield, MA

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Analyst, Advisor Channel Consulting

Sentinel Group

Wakefield, MA | Full Time

$97k-121k (estimate)

1 Week Ago

Analyst, Advisor Channel Consulting

$97k-121k (estimate)

Full Time 1 Week Ago

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Sentinel Group is Hiring an Analyst, Advisor Channel Consulting Near Wakefield, MA

This role can be remote or hybrid in Wakefield, MA or Troy, MI. The Purpose of Your Role: This new position offers a highly motivated individual the opportunity to learn the retirement plan service and sales support roles and be a critical contributor in servicing our financial advisor partners and external retirement plan wholesale sales team.Filling this critical role is an integral part of Retirement Plan Services growth plan. The successful candidate is expected to provide service excellence with every interaction on a daily basis. What you'll bring to Sentinel:

Relationship Management:Candidates should excel in building and maintaining strong relationships with our external advisor partners and internal wholesale sales team. Effective communication skills, empathy, and the ability to understand clients' unique needs are crucial for success in this role.
Data Analysis and Decision Support:Given the complexity of retirement plan design and pricing, candidates should be proficient in data analysis and able to interpret and present complex information in a clear and actionable manner.

What you’ll be responsible for:

Review investment availability on different platforms.
Prepare mutual fund share-class comparison report.
Periodic review and control (QC) of model rebalancing and other automated STP jobs
Periodically provide fee reports to advisors
Contact Management maintenance
Periodically upload advisor’s factsheets and deliverables to our Website
Review Quarterly Investment Files to ensure fund balances are accurate
Send Quarterly invoice file for processing, notify advisor when ACH has been released
Process individual advisory invoices
Recurring Advisory Fee payments set up
Process fund changes and ensure necessary documentation is complete
Collaborate with team members on various projects
Interact/support advisor partner relationships
Support external wholesale sales team

About you: We are looking for innovative thinkers to drive our business and clients forward - someone with customer focus, drive, determination, and the strength of character to challenge the status quo. We strive to surround ourselves with team members who go beyond in all job facets and look for people who are willing to embrace change. Preferred qualifications:

1-3 years’ experience in a service role preferred but willing to train
Strong analytical skills, attention to detail and excellent communication and collaboration abilities.
Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.

Nice to haves:

Familiarity with defined contribution and defined benefits retirement plans

What you’ll be part of: Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see.Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits:

PTO (vacation, sick, personal time bank) – unlimited FTO after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days Off
Medical, Dental and Vision Benefits
Life Insurance
LTD & STD
Retirement Plan with 3.75% Employer Match
Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team Who we are: Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.Our ultimate goal is to take a holistic approach to help people prepare for their future health wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.