Retirement Plan Account Executive

2 weeks ago


Richmond, United States Spherient Advisors Full time

RETIREMENT PLAN ACCOUNT EXECUTIVE

Spherient Advisors is in the process of hiring a Retirement Plan Account Executive for the qualified retirement plan practice. The primary responsibilities of the position include: producing investment review reports, meeting minutes, document review, general compliance assistance, conducting RFPs, and vendor implementation. A successful candidate will have experience servicing 401(k), 403)b), and/or defined benefit plans. Proficiency in Microsoft PowerPoint, Excel, and Word is helpful. Spherient Advisors will offer a compensation package commensurate with the experience of the candidate.



  • Richmond, United States Spherient Advisors Full time

    RETIREMENT PLAN ACCOUNT EXECUTIVESpherient Advisors is in the process of hiring a Retirement Plan Account Executive for the qualified retirement plan practice. The primary responsibilities of the position include: producing investment review reports, meeting minutes, document review, general compliance assistance, conducting RFPs, and vendor...


  • Richmond, United States Spherient Advisors Full time

    RETIREMENT PLAN ACCOUNT EXECUTIVESpherient Advisors is in the process of hiring a Retirement Plan Account Executive for the qualified retirement plan practice. The primary responsibilities of the position include: producing investment review reports, meeting minutes, document review, general compliance assistance, conducting RFPs, and vendor...


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