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    Vendor Analyst - Portland, United States - Multnomah Group, Inc.

    Multnomah Group, Inc.
    Multnomah Group, Inc. Portland, United States

    1 week ago

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    Description


    Position OverviewThe Vendor Analyst is responsible for supporting consultants in serving the firm's retirement plan clients on matters related to their recordkeeping vendor.

    Areas of focus include new client onboarding, vendor fee benchmarking and fee changes, recordkeeping vendor search, and vendor implementation support.

    Primary ResponsibilitiesNew client and plan onboardingInitial data requestCollection and filing of documentsSetup and configuration of internal systems such as document management folders and CRM systemVendor fee benchmarkingOngoing clients, project clients, and prospective client fee benchmarkingData request and collectionComprehension and interpretation of service provider agreementsCreation of fee benchmarking reportsVendor fee changesCoordination of vendor fee changes with recordkeeping vendorsUpdates to CRM system to reflect changes in vendor fee structureVendor search project supportInitial data requestCollection and filing of vendor search dataUpdates to CRM to reflect changes in recordkeeping vendor relationshipsVendor due diligenceCollection and entry of vendor capabilities dataAttendance at recordkeeping vendor due diligence meetingsMinimum QualificationsBachelor's Degree or equivalent work experienceGoal-oriented and self-motivated to achieve objectivesAdvanced proficiency in Microsoft ExcelDemonstrated analytical mindsetAbility to communicate professionally with clients and vendorsInterest in learning the retirement plan industryDemonstrated attention to detailCompensation and BenefitsCompensation is commensurate with experience401(k) Plan with 3% Safe Harbor contribution plus annual discretionary profit-sharing contributions100% of employee's medical and dental insurance premiumsUnlimited paid time offFlexible spending plan for medical, dependent care, and transportation expensesTuition reimbursement planFirm OverviewMultnomah Group is a 100% fee-for-service consulting firm.

    We serve our investment consulting clients as fiduciaries to their plan.

    Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients.

    Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.

    At Multnomah Group, we want to grow and develop our people by providing an environment that fosters their personal development and professional growth.

    Our team has the flexibility to make work and life coexist in a balanced way.

    It's a culture that allows us to attract and retain skilled professionals that bring their passion and expertise to making retirement plans more effective.

    We are very proud that our commitment to cultivating our culture for our team is demonstrated by three consecutive years being included on the Best Places to Work for Financial Advisers by InvestmentNews.

    We are comprised of individuals from diverse backgrounds and with different experiences, but it's only through collaboration that we are successful for our clients.

    Our company is structured around consulting teams which provide our clients access to all of the resources of the company, and throughout the year we gather our full team together to share ideas and experiences (and usually a lot of food).

    Our collaboration has been noted through more than three year's being listed as a NAPA Top DC Plan Advisor Teams.

    This list highlights the nation's leading retirement plan advisor firms.

  • Multnomah Group, Inc.

    Vendor Analyst

    1 week ago


    Multnomah Group, Inc. Portland, United States

    Position Overview · The Vendor Analyst is responsible for supporting consultants in serving the firm's retirement plan clients on matters related to their recordkeeping vendor. Areas of focus include new client onboarding, vendor fee benchmarking and fee changes, recordkeeping v ...

  • Multnomah Group

    Vendor Analyst

    1 week ago


    Multnomah Group Portland, United States

    Job Description · Job DescriptionPosition Overview · The Vendor Analyst is responsible for supporting consultants in serving the firm's retirement plan clients on matters related to their recordkeeping vendor. Areas of focus include new client onboarding, vendor fee benchmarking ...

  • Multnomah Group, Inc.

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    1 week ago


    Multnomah Group, Inc. Portland, United States

    Position Overview · The Vendor Analyst is responsible for supporting consultants in serving the firm's retirement plan clients on matters related to their recordkeeping vendor. Areas of focus include new client onboarding, vendor fee benchmarking and fee changes, recordkeeping v ...


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