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retirement consultant Boston, MA

10 retirement consultant jobs found in Boston, MA

Sun Life
05/21/2026  
Senior Client Relationship Executive
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans and administration requirements Clients...
Sun Life Wellesley, MA Full Time
Risk Strategies
06/09/2026  
Select Commercial Lines Account Manager
The Select Account Manager plays a vital role on our Commercial Lines Service team and is at the center of delivering exceptional client experiences. This position partners closely with Account Executives to help design, support, and execute tailored insurance solutions for a diverse portfolio of commercial clients. You will be actively involved in the service, placement, and growth of accounts, making a meaningful impact on both client success and the overall business. In this role, you will thrive by staying organized, managing and interpreting data, and ensuring accurate documentation within agency management systems. Strong attention to detail, the ability to follow established processes, and the skill to balance multiple priorities are essential. This is an excellent opportunity for someone who enjoys collaboration, problem solving, and contributing to a fast paced, client focused environment. Your Impact: Drive smooth and successful renewals by partnering closely...
Risk Strategies Boston, MA Full Time
Guardian
06/01/2026  
Head of Purchase and Underwriting Transformation
We are seeking a strategic, ambitious, and entrepreneurial leader to serve as Head of Purchase & Underwriting Transformation , a highly visible leadership role responsible for shaping and delivering the future of Guardian’s purchase experience and underwriting capabilities across Life, Disability, and Annuity products. This program plays a foundational role in Guardian Financial Protection and Retirement Solutions’ (FPRS) Journey-to-30 strategy. Our objective is clear—make purchasing protection and retirement solutions frictionless by minimizing evidence requirements using third party data and develop machine learning models to make pricing more dynamic and granular. Offer turnaround times should take minutes rather than weeks or months with little to no effort required by an applicant and no rework when applying for multiple coverages.   In this role, you will lead the strategic modernization of the purchase and underwriting ecosystem , helping define the long‑range...
Guardian Boston, MA Full Time
WTW
04/19/2026  
Healthcare Financial/Actuarial Director
As a Healthcare Financial/Actuarial Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the industry.   The Role Expands knowledge of varying client complexity by working across different client profiles Leads clients’ financial/actuarial engagements for a portfolio of small clients or manages FAA resources on more complex clients and/or deliverables Demonstrates clear understanding of the FAA service catalogue and...
WTW Boston, MA Full Time
HUB International
05/20/2026  
Associate Producer - Private Equity
Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...
HUB International Boston, MA Full Time
Brown & Brown
06/12/2026  
Employee Benefits Account Executive
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Dedham, MA! The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to-day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee...
Brown & Brown Dedham, MA Full Time
Brown & Brown
06/01/2026  
Employee Benefits Account Executive
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Dedham, MA! The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to-day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee...
Brown & Brown Dedham, MA Full Time
The Hanover Insurance Group
05/26/2026  
HR Compensation and Benefits - Senior Benefits Analyst (Hybrid)
For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   The Hanover is seeking a Senior Benefits Analyst to play a key role in delivering a high-quality, employee-focused benefits experience. In this role, you will collaborate closely with internal and external partners to ensure the seamless administration of our benefit programs while supporting the design, planning, and ongoing enhancement of our offerings. You will serve as a trusted resource, providing benefit plan interpretation, guidance, and counsel to Human Resources, employees, and managers. This position requires strong analytical and consulting skills, along with the ability to translate complex information into clear, actionable insights that drive effective decision-making and...
The Hanover Insurance Group Worcester, MA
The Hanover Insurance Group
05/26/2026  
HR Compensation and Benefits - Senior Benefits Analyst (Hybrid)
For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   The Hanover is seeking a Senior Benefits Analyst to play a key role in delivering a high-quality, employee-focused benefits experience. In this role, you will collaborate closely with internal and external partners to ensure the seamless administration of our benefit programs while supporting the design, planning, and ongoing enhancement of our offerings. You will serve as a trusted resource, providing benefit plan interpretation, guidance, and counsel to Human Resources, employees, and managers. This position requires strong analytical and consulting skills, along with the ability to translate complex information into clear, actionable insights that drive effective decision-making and...
The Hanover Insurance Group Worcester, MA
HUB International
06/14/2026  
Account Manager
Account Manager (Hybrid) Hub Financial / Darmouth, NS Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions. About The Role The Account Manager is a client service focused role supporting life insurance brokers throughout the full application cycle. The role manages cases from submission through commission and acts as the key connection point between brokers and insurance...
HUB International Dartmouth, MA Full Time

 

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