Associate Vice President, Retirement

Overview

We are seeking an experienced and client-focused Associate Vice President, Retirement to join our Financial Practice team. In this leadership role, you will serve as a trusted advisor to a portfolio of group retirement clients, delivering strategic consulting, investment guidance, and plan management expertise. You will also play a key role in business development and cross-functional collaboration across Gallagher’s practices. How you'll make an impact Serve as Lead or Co-Consultant for a defined block of group retirement clients, ensuring exceptional service and strategic alignment. Build and maintain strong relationships with clients, record-keepers, and internal teams to deliver integrated solutions. Prepare and present clear, insightful reports including investment reviews and annual plan performance summaries. Provide expert guidance on plan design, investment options, and regulatory compliance in simple, accessible language. Manage the RFP and vendo...