Associate Vice President, Retirement

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply. 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 vendor selection process, offering recommendations for record-keeper partnerships. Participate in and occasionally lead responses to RFPs for new business opportunities. Support business development initiatives through cross-selling and prospecting within existing and new client relationships. Monitor service delivery against standards, proactively identifying and resolving issues. Coordinate and occasionally deliver retirement education seminars for clients and their employees. Provide investment guidance to plan members via phone or in-person consultations. Collaborate with clients and record-keepers to develop and execute communication strategies. Evaluate investment managers and record-keepers to ensure alignment with client goals. Contribute to thought leadership through articles, presentations, and industry trend analysis. About you Minimum 10 years of experience in institutional retirement plans, investment consulting, or related fields. Bachelor’s degree in Business, Mathematics, Finance, or a related discipline. Professional designations such as CFA, CIPM, ASA, CFP, RPA, or CEBS are considered strong assets. Deep understanding of Capital Accumulation Plans (CAPs), Canadian pension legislation, and group retirement savings plans. Strong written and verbal communication skills with the ability to simplify complex concepts. Proficient in Microsoft Office Suite; strong planning and time management skills. Bilingual in French is an asset. A collaborative team player with a proactive, solution-oriented mindset. Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

The Associate Vice President will serve as a lead consultant for a portfolio of retirement clients, providing strategic investment guidance and plan management. They will also drive business development initiatives and collaborate across internal teams to deliver integrated retirement solutions.

Candidates must have at least 10 years of experience in institutional retirement plans or investment consulting and hold a bachelor's degree in a relevant field. Professional designations such as CFA, CIPM, ASA, CFP, RPA, or CEBS are considered strong assets for this role.

• Competitive compensation • Comprehensive benefits programs • Career development opportunities • Ongoing learning

• Time managementPreferred
• CommunicationPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Retirement consulting
• Investment guidance
• Plan management
• Business development
• Client relationship management
• Strategic consulting
• Regulatory compliance
• RFP management
• Vendor selection
• Financial analysis
• Communication
• Time management
• Microsoft Office Suite
• Pension legislation
• Capital accumulation plans
• Industry Trend Analysis
• Robotic Process Automation
• Cross-Functional Collaboration
• Cross-Selling
• Sales Prospecting
• Curiosity
• Solution-Oriented
• Certificate In Investment Performance Measurement (CIPM)
• Thought Leadership
• Compassion
• Planning
• Multilingualism
• Business Development
• Management
• Business Mathematics
• Certified Employee Benefit Specialist
• Certified Financial Planner
• Chartered Financial Analyst
• Customer Service
• Communication Strategies
• Regulatory Compliance
• Consulting
• Finance
• French Language
• Investment Management
• Leadership
• Microsoft Office
• Presentations
• Request For Proposal
• Strategic Alignment
• Time Management
• Transferable Skills Analysis
• Verbal Communication Skills
• Advising

• Finance & Accounting
• Consulting
• Management & Leadership
• Customer Service & Support
• Associate Vice President
• Vice President / Director of Finance
• Finance Managers
• Treasurers and Controllers
• Financial Managers

Minimum education

Professional degree

Minimum experience

10+ years

Apply by

Aug 5, 2027

Posting language

English

Working hours

40 hours per week