The Baldwin Group
The Retirement Plan Consultant will manage strategic planning, consulting, marketing, investment analysis, and service for an assigned book of retirement business, building and growing the consultant's book of business. The role focuses on client relationship development, plan reviews, participant education, and achieving service, growth, and retention goals while ensuring compliance with company and regulatory policies.
Headquarters
Washington, District Of Columbia, United States
Company Size
51-200 employees
Founded
1988
The Baldwin Group specializes in enterprise software solutions for municipal courts, tax departments, and health departments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Baldwin Group.