Consultant/team lead job description
Updated March 14, 2024
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Example consultant/team lead requirements on a job description
Consultant/team lead requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in consultant/team lead job postings.
Sample consultant/team lead requirements
- Minimum Bachelor's degree in relevant field
- At least 5 years of experience in consulting
- Proven track record of successful project management
- Expertise in data analysis and interpretation
- Proficiency in relevant software and tools
Sample required consultant/team lead soft skills
- Excellent communication and interpersonal skills
- Strong leadership and team management skills
- Ability to work under pressure and meet deadlines
- Adaptability and flexibility to changing situations
- Problem-solving and critical thinking skills
Consultant/team lead job description example 1
CUNA Mutual Group consultant/team lead job description
Remote Opportunity! Position open to remote/ work from home candidates nationwide.
Plan Consultant with RKO Team working with Plan Sponsors, Financial Professionals and TPAs with ongoing client management. Work with New Business Leaders, Relationship Managers and Intermediary Sales team with client ongoing service. Help promote the product with our TPAs and Advisor partners. Liaison for all aspects of product and client services. Collaborate with internal and external business partners.
Job Purpose:
This position is responsible for providing a broad range of retirement plan services to our clients, from small to large retirement plans. This role is accountable for day to day contact with Plan Sponsors, Financial Advisors, Third Party Administrators, and internal partners and may assist with overall coordination of client work with the Defined Contribution, and other Retirement Operations areas. This position is responsible for ensuring client satisfaction of their assigned caseload.
Proper coordination of services will create an environment to deliver excellent customer service to meet client expectations resulting in continued retirement plan growth and contribution to company's surplus.
Consultant - Provides expertise with regards to retirement plan recordkeeping. They analyze, identify, and research plan issues and problems, manage projects and provide technical assistance to all outside interested parties. Consultants also assist with payroll setup and training, answer questions regarding reporting and website navigation, and facilitates communication between all parties to ensure that the Plan runs smoothly.
Framework General Profile and Scope:
Requires knowledge and experience in own discipline/department; still acquiring higher-level knowledge and skills.Builds knowledge of the company processes and customers.Solves a range of straightforward problems.Analyzes possible solutions using standard procedures.Receives a moderate level of guidance and direction.
Job Responsibilities:
Serve as the primary contact for a caseload consisting of small to large retirement plans. Provides recordkeeping expertise and high levels of service to all interested parties.Act as an advocate for our clients representing their interests in Retirement Operations. Create an environment of excellent customer service.Act as a liaison between Plan Sponsor, Financial Professional and Third Party Administrator. Provide excellent customer service to retain clients, financial professionals, Third Party Administrators and plan assets.Provide input into the development of promotional, marketing, sales materials, retirement operations' written communication materials, etc.Serve as key contact for field staff in the assigned Marketing Divisions. Provide expertise and guidance regarding sales, service and retention.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience. 5 years of retirement plan experience (progressively responsible work experience in the following areas: recordkeeping, administration, marketing, federal regulations, project work). Demonstrated knowledge of retirement plan administration concepts, policies and procedures.Demonstration of effective presentation, oral and written communication skills.Demonstration of effective interpersonal and customer focused skills.Demonstration of effective analytical, organizational and planning skills.Demonstration of effective leadership skills.ASPPA Designations preferred.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$65,600.00 - $98,400.00
CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Plan Consultant with RKO Team working with Plan Sponsors, Financial Professionals and TPAs with ongoing client management. Work with New Business Leaders, Relationship Managers and Intermediary Sales team with client ongoing service. Help promote the product with our TPAs and Advisor partners. Liaison for all aspects of product and client services. Collaborate with internal and external business partners.
Job Purpose:
This position is responsible for providing a broad range of retirement plan services to our clients, from small to large retirement plans. This role is accountable for day to day contact with Plan Sponsors, Financial Advisors, Third Party Administrators, and internal partners and may assist with overall coordination of client work with the Defined Contribution, and other Retirement Operations areas. This position is responsible for ensuring client satisfaction of their assigned caseload.
Proper coordination of services will create an environment to deliver excellent customer service to meet client expectations resulting in continued retirement plan growth and contribution to company's surplus.
Consultant - Provides expertise with regards to retirement plan recordkeeping. They analyze, identify, and research plan issues and problems, manage projects and provide technical assistance to all outside interested parties. Consultants also assist with payroll setup and training, answer questions regarding reporting and website navigation, and facilitates communication between all parties to ensure that the Plan runs smoothly.
Framework General Profile and Scope:
Requires knowledge and experience in own discipline/department; still acquiring higher-level knowledge and skills.Builds knowledge of the company processes and customers.Solves a range of straightforward problems.Analyzes possible solutions using standard procedures.Receives a moderate level of guidance and direction.
Job Responsibilities:
Serve as the primary contact for a caseload consisting of small to large retirement plans. Provides recordkeeping expertise and high levels of service to all interested parties.Act as an advocate for our clients representing their interests in Retirement Operations. Create an environment of excellent customer service.Act as a liaison between Plan Sponsor, Financial Professional and Third Party Administrator. Provide excellent customer service to retain clients, financial professionals, Third Party Administrators and plan assets.Provide input into the development of promotional, marketing, sales materials, retirement operations' written communication materials, etc.Serve as key contact for field staff in the assigned Marketing Divisions. Provide expertise and guidance regarding sales, service and retention.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience. 5 years of retirement plan experience (progressively responsible work experience in the following areas: recordkeeping, administration, marketing, federal regulations, project work). Demonstrated knowledge of retirement plan administration concepts, policies and procedures.Demonstration of effective presentation, oral and written communication skills.Demonstration of effective interpersonal and customer focused skills.Demonstration of effective analytical, organizational and planning skills.Demonstration of effective leadership skills.ASPPA Designations preferred.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$65,600.00 - $98,400.00
CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
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Consultant/team lead job description example 2
Chenega consultant/team lead job description
**Summary**
ChESS is looking for a **Principal Management Consultant-** **Financial Lead** to support the Department of Transportation (DOT), Office of the Secretary as they enact actions associated within the Bipartisan Infrastructure Law (BIL). This is a highly visible position and will require a self-motivated, well-versed, and knowledgeable candidate to support the organization.
Our company offers employees the opportunity to join a team where there is a robust employee benefits program, management engagement, quality leadership, an atmosphere of teamwork, recognition for performance, and promotion opportunities. We actively strive to channel our highly engaged employee's knowledge, critical thinking, and determination to innovate scalable solutions for our clients.
**Responsibilities**
The **Principal Management Consultant, Financial Management Team Lead** will work closely with DOT OST and Operating Administrations (OAs) serving as a strategic consultant to plan, analyze, track, and report on the funded programs through their entire lifecycle utilizing a Value Chain Management support model. Specifically:
+ Quickly gain an understanding of the responsibilities of each DOT Operating Administration (OA) along with their expected performance area, priorities and
+ Manage, track, and analyze the funding lifecycle for potential improvements and better process coordination.
+ Review and assess the pre-planning process for potential impacts and improvements so that a better upfront planning approach can be utilized.
+ Help establish initial program acceptance criteria and scoring so that overall value can be assessed prior to funding commitments and approvals begin.
+ Build a streamlined process for financial reporting, including simplified templates, procedures, and data models.
+ Establish key performance indicators, benchmarks, and metrics that provide total financial visibility for all stakeholders.
+ Establish social, economic, and constituent attributes for full visibility of potential project outcomes.
+ Manage the activities of a small team of budget analysts and consultants.
+ Work with the DOT leadership and ChESS consulting team to develop new strategic ideas and initiatives, and execute special strategic projects as needed
**Qualifications**
+ Bachelor's degree (Master's preferred) or equivalent experience in Business/Financial Management
+ Ability to report onsite to the clients Washington, DC location
+ 10+ years of relevant Federal work experience
+ Demonstrated successful experience working with Federal personnel at all levels of an organization
+ Excellent written and verbal communication with a commitment to high-quality output
+ Role will have a Hybrid schedule -Onsite & Telework
Chenega Corporation and family of companies is an EOE.
Equal Opportunity Employer/Veterans/Disabled
Native preference under PL 93-638.
We participate in the E-Verify Employment Verification Program
ChESS is looking for a **Principal Management Consultant-** **Financial Lead** to support the Department of Transportation (DOT), Office of the Secretary as they enact actions associated within the Bipartisan Infrastructure Law (BIL). This is a highly visible position and will require a self-motivated, well-versed, and knowledgeable candidate to support the organization.
Our company offers employees the opportunity to join a team where there is a robust employee benefits program, management engagement, quality leadership, an atmosphere of teamwork, recognition for performance, and promotion opportunities. We actively strive to channel our highly engaged employee's knowledge, critical thinking, and determination to innovate scalable solutions for our clients.
**Responsibilities**
The **Principal Management Consultant, Financial Management Team Lead** will work closely with DOT OST and Operating Administrations (OAs) serving as a strategic consultant to plan, analyze, track, and report on the funded programs through their entire lifecycle utilizing a Value Chain Management support model. Specifically:
+ Quickly gain an understanding of the responsibilities of each DOT Operating Administration (OA) along with their expected performance area, priorities and
+ Manage, track, and analyze the funding lifecycle for potential improvements and better process coordination.
+ Review and assess the pre-planning process for potential impacts and improvements so that a better upfront planning approach can be utilized.
+ Help establish initial program acceptance criteria and scoring so that overall value can be assessed prior to funding commitments and approvals begin.
+ Build a streamlined process for financial reporting, including simplified templates, procedures, and data models.
+ Establish key performance indicators, benchmarks, and metrics that provide total financial visibility for all stakeholders.
+ Establish social, economic, and constituent attributes for full visibility of potential project outcomes.
+ Manage the activities of a small team of budget analysts and consultants.
+ Work with the DOT leadership and ChESS consulting team to develop new strategic ideas and initiatives, and execute special strategic projects as needed
**Qualifications**
+ Bachelor's degree (Master's preferred) or equivalent experience in Business/Financial Management
+ Ability to report onsite to the clients Washington, DC location
+ 10+ years of relevant Federal work experience
+ Demonstrated successful experience working with Federal personnel at all levels of an organization
+ Excellent written and verbal communication with a commitment to high-quality output
+ Role will have a Hybrid schedule -Onsite & Telework
Chenega Corporation and family of companies is an EOE.
Equal Opportunity Employer/Veterans/Disabled
Native preference under PL 93-638.
We participate in the E-Verify Employment Verification Program
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Updated March 14, 2024
Updated March 14, 2024