Retirement Plan Relationship Manager

Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

The CompanySYM Financial Advisors is searching for a responsible, highly motivated, coachable and detail-oriented candidate to serve our clients as part of a team. Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and...

At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If...

Contract to hire (there is strong potential for full-time conversion depending on attendance and performance)Job Title: Retirement Plan Services AssociatePay: $22.50 per hour, full-time hours, health benefitsMust pass the an alpha-numeric data entry assessment8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will...

St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...

The Pension Design Group is a third-party administration firm performing Defined Contribution & Cash Balance services for small to mid-size employers. PDG is looking for a full-time retirement plan administrator to work with clients and Financial Advisors closely to service their retirement plan administration needs. The ideal candidate would have knowledge...

Wealth Management AnalystOur Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled...

Job Title: IT Customer Relationship ManagerJob Summary:We are seeking a skilled IT Customer Relationship Manager to join our team at Serigor Inc. As a key member of our IT department, you will be responsible for building and maintaining relationships with assigned business partners, managing escalations, and coordinating work to ensure successful delivery of...

Job Title: IT Customer Relationship ManagerAre you a strategic thinker with excellent communication skills? Do you have experience working in Information Technology and building relationships with business partners? We are seeking an IT Customer Relationship Manager to join our team at RICEFW Technologies.Job Summary:The IT Customer Relationship Manager will...

Our client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...

Job Overview As an IT Customer Relationship Manager at Cynet Systems, you will play a critical role in building and maintaining strong relationships with our business partners. Your primary responsibility will be to act as a liaison between IT and business stakeholders, ensuring seamless communication and collaboration. Key Responsibilities * Develop and...

Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel, where success meets successWhat You'll Be DoingThis position...

Title: Manager, FP&A (Corporate, SaaS)Compensation: 150K to 160K + Bonus & EquityEnvironment: Arlington, VA (Remote) Our client, a leading Software Development firm, is seeking an experienced FP&A Leader to join their growing, fast-paced team. The Manager of FP&A will assist the CFO and is primarily responsible for coordinating with Accounting team,...

About Retirement Plan ConsultantsRetirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in...

About Retirement Plan ConsultantsRetirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in...

Job SummaryThe Virginia Retirement System (VRS) is seeking a highly skilled and customer-focused professional to provide advanced-level retirement counseling to VRS members. As a key member of our team, you will engage with members and retirees through various communication formats to increase their understanding of VRS retirement benefits and services.Key...

Job SummaryWe are seeking a skilled Retirement Counselor to provide on-site support in the VRS Retirement Counseling Center. The ideal candidate will engage with VRS members and retirees through various communication formats to increase an understanding of VRS retirement benefits and services.Key ResponsibilitiesProvide advanced-level retirement counseling...

Actively develops and interviews agricultural loan applicants and makes credit recommendations and decisions within limited loan authority. Processes loan applications, prepares appropriate documentation, maintains customer relationships, and manages a portfolio of dairy, crop and agribusiness loans. While agricultural clients are the primary focus, new...