Marsh McLennan Agency

Director, Plan Consulting and Acquisition Support

Our not-so-secret sauce

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Director, Plan Consulting and Acquisition Support, at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As Director, Plan Consulting and Acquisition Support, you will serve as a consultative resource to the firm’s institutional clientele building relationships with clients while supporting complex plan design and M&A transactions. Your responsibilities include ERISA compliance, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions as well as other plan sponsor and sales team support.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

Bachelor's degreeMinimum 10 years of relationship/client service management experience requiredA student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and servicesPrior ERISA compliance experience requiredRelevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA)®; Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid work environmentCharitable contribution match programsStock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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