Retirement Plan Solutions Manager

Estimated Salary: $160,000 - $190,000 per yearLeafHouse is seeking a highly motivated Sales Director to help drive our sales efforts forward. As a Sales Director, you will work closely with our executive leadership and Investment team to identify new opportunities and build relationships with key stakeholders. You will be responsible for developing and...

Job Summary: We are seeking an experienced Customer Service Professional to join our Participant Services team at Charles Schwab. In this role, you will be responsible for delivering exceptional customer service to our clients, helping them achieve their financial goals through a comprehensive suite of services. You will work closely with our training team...

Job DescriptionWe are seeking a highly skilled and dedicated Customer Service Professional to join our Participant Services team. In this role, you will be responsible for providing best-in-class service to clients of employer-sponsored retirement plans, guiding them through long-term investing options, and offering solutions that can change their futures.

Retirement Solutions AdvisorWe are looking for a Retirement Solutions Advisor to join our Participant Services team and provide exceptional customer service to our clients.You will be responsible for guiding participants of employer-sponsored retirement plans through long-term investing options and answering their questions via inbound phone calls.To succeed...

About This RoleThis Investment Service Coordinator position is an exciting opportunity to join our team at LeafHouse. We are seeking a detail-oriented and analytical individual who can assist with the onboarding process of our services for clients with their retirement plan providers.Key QualificationsStrong analytical and problem-solving skillsExcellent...

Key ResponsibilitiesAs an Education and Retirement Solutions Expert, your key responsibilities will include:Providing personalized retirement planning solutions to school district employeesConducting pension reviews and retirement analysisEnrolling employees in their supplemental workplace retirement planWith a strong understanding of the 403(b)/457 market...

About the RoleWe are seeking a skilled Retirement Planning Consultant to join our team at Retire Lab LLC.This is a 1099 independent contractor position, requiring a life insurance license and preferably a Series 65/66 license. The ideal candidate will have at least 5 years of financial services experience, a proven sales background, and annuity and/or AUM...

About Charles SchwabWe're a company that's passionate about empowering our employees to succeed. Our goal is to provide the tools and resources needed to excel in the finance industry.We're seeking a Licensed Customer Service Professional to join our Participant Services team. In this role, you'll have the opportunity to make a positive impact on the lives...

About the RoleThe Retirement Sales Executive will be responsible for driving revenue growth through Asure's suite of Retirement Solutions. This role involves identifying, developing, and executing sales strategies that exceed established targets.Pipeline Development: Utilize high-volume prospecting activities, referral partner engagement, and upsell programs...

Job DescriptionAbout LeafHouse:We provide discretionary investment services and create solutions to mitigate risk for retirement plans. Our objective is to deliver quality investment services that incorporate fiduciary management principles and best practices.Sales Director Job Description:This role within LeafHouse involves working with sales directors,...

About the RoleYou will provide exceptional customer service to participants via inbound phone calls, offering guidance and solutions to help them achieve their financial goals. You will also collaborate with colleagues to resolve complex issues and improve client outcomes.To succeed in this role, you will need a Series 7 and 63 (or equivalent) license with...

About the RoleB12 Government Solutions is looking for a highly skilled Sr. Project Manager to join our team. The successful candidate will lead multiple projects simultaneously, ensuring timely delivery and high-quality results. They will work closely with project sponsors and stakeholders to identify project goals and objectives and develop effective...

As a Technical Security Solutions Manager at DirectViz Solutions, you will play a pivotal role in program and project integration for the Integrated Modernization Framework (IMF). This position requires technical expertise in securing computing environments and operating systems, as well as extensive knowledge of security policies, procedures, and...

About Us:LeafHouse is dedicated to delivering cutting-edge investment solutions for retirement plans. Our expertise spans investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.Job Overview:We are currently seeking an experienced Investment Analyst...

We are looking for a Cybersecurity Solutions Manager to join our team at DirectViz Solutions! As a key member of our organization, you will play a crucial role in ensuring the integrity and security of our systems and data. With over 10 years of experience in risk management, cybersecurity, compliance, or related fields, you will bring a wealth of knowledge...

We are seeking an experienced Data Management Solutions Lead to join our team at Novalink Solutions LLC.This is a Competitive Salary $124,000 per year opportunity for a highly skilled professional who can lead the development and implementation of data management solutions in the healthcare industry.About the RoleThe successful candidate will have extensive...

Estimated Salary RangeThe estimated salary for this position is between $55,000 - $75,000 per year, based on location and experience.Job DescriptionIn this role, you will work with participants of employer-sponsored retirement plans, providing guidance and solutions through inbound phone calls. Your daily interactions will be critical in building trust and...

About Us: The Dignify Solutions LLC is a leading provider of business analytics, modeling, and planning solutions. We help our clients achieve their strategic goals by providing expert advice and guidance on data integration, financial modeling, and more.Job Description: As a Financial Planning and Analysis Specialist at The Dignify Solutions LLC, you will...

Job SummaryWe are seeking an experienced IT Solutions Strategy Manager to lead our digital business innovation efforts. This is an exciting opportunity to shape the future of our organization and drive growth through strategic use of technology.About the RoleDevelop and implement digital business strategies that align with the City's objectives.Lead...

We are seeking a highly skilled Workday Adaptive Administrator/Specialist to join our team at LHH Recruitment Solutions.Job DescriptionCompany Overview: Our company is a leading recruitment solutions provider in the restaurant industry, located in East Austin. We offer a dynamic work environment with a hybrid schedule and prioritize enhancing our digital...