Retirement Plan Manager

Job OverviewWe are seeking a seasoned Corporate Retirement Plan Manager to join our team. In this role, you will be responsible for managing sales activities in a defined geographic area, selling corporate retirement and tax-exempt opportunities from start-up plans to $50mm in assets.Key Responsibilities:Develop and execute strategic plans to achieve sales...

About the RoleWe are seeking a skilled Retirement Plan Specialist to join our team in New York City. As a key member of our financial planning team, you will have the opportunity to develop new business and provide critical support to our private client group.Our financial planners are known for their expertise in offering fiduciary guidance to our clients....

Our TeamMP's Client proudly serves nearly 5,000 clients throughout the U.S. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned us as a leader in employee benefits. Our goal is to help companies and their employees prepare for their future health, wealth, and retirement needs.We...

OverviewPontera is a fintech pioneer revolutionizing retirement savings management. Our innovative platform empowers individuals to take control of their 401(k) and other retirement plan accounts, guided by trusted financial advisors.We serve a wide range of clients, from small and medium-sized wealth management firms to Fortune 500 RIA companies,...

About UsWe are Alera Group, a national insurance and wealth services firm providing comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth services solutions to clients nationwide.This role offers a competitive salary starting at $60,000, and we're looking for a talented individual to join our Employee Benefits...

About the RoleWe are seeking a Retirement Plan Service Expert to join our Disability Solutions team. This individual will be responsible for delivering exceptional service to participants in an employer-sponsored retirement plan, providing information on various features and concepts, and guiding them towards financial wellness and retirement readiness.Key...

About the JobThis is a unique opportunity to join a growing fintech company as a Financial Services Sales Representative. In this role, you will be responsible for driving revenue growth by identifying and converting new business opportunities in the financial advisor marketplace.You will manage a sales pipeline and convert organic and sourced leads into...

About the RoleThis is a Hybrid role out of our New York office or possibly remote for the right candidate. As a Retirement Solutions Client Service Associate, you will be responsible for coordinating with the Retirement Solutions Group team to ensure client needs are met. You will also assist with scheduling and facilitating client education meetings and...

Job Overview:We are seeking a highly skilled and motivated Part-Time Advisor Assistant to join our team at Corebridge Financial Inc.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to make a real difference in the lives of people who need your help.Your primary responsibilities...

About This OpportunityWe are seeking a seasoned Senior Business Analyst to join our Retirement Plan Solutions group at Fidelity Information Services. As a key member of our team, you will play a critical role in driving business growth, improving processes, and delivering exceptional results.Key Responsibilities* Provide subject matter expertise on business...

Vestwell is a fintech platform that empowers businesses to redefine their savings strategies. With over $30 billion in assets saved across the United States, Vestwell's innovative solutions cater to diverse clients, including financial advisers, employers, and individual savers.As a key member of our Retirement Services team, you will play a vital role in...

About the RoleThis FP&A Associate position offers significant responsibility for providing financial reporting, insights, and projections to executive leadership across various sectors. The role will involve developing and maintaining robust financial models, analyzing financial data, and identifying trends to inform strategic decisions.

Join Our TeamFIS is an equal opportunity employer committed to diversity and inclusion. We are seeking a skilled Production Support Senior Analyst to join our team in [Location].Key Responsibilities:• Provide consultation on the use of re-engineering techniques to improve process performance and product quality• Analyze best practices for techniques and...

Why this Role?This is an exciting opportunity for a seasoned professional to join our team and take on a leadership role in shaping the future of IT operations. As Director of Program Management, you will have the chance to make a significant impact on our organization's success and develop your skills in financial management, vendor relationship management,...

Company Overview: WSA-NY Manager LLC dba Gansevoort Hotel Group is a dynamic organization seeking a seasoned financial planning analyst to drive strategic growth and operational efficiency.

We are hiring a Resolution Plan Management Lead to join our team at PRI Technology. As a key member of our resolution planning team, you will be responsible for developing and implementing resolution plans for our firm. This includes drafting the firms U.S. Resolution Plan specific chapter on financial forecast, focusing on resolution strategy and...

Key ResponsibilitiesThis role will be responsible for maintaining and evolving the organization's use of MS SharePoint and maintaining and evolving investment information in the company's CRM systems.Other key responsibilities include:Participation in the planning, analysis, testing, integration, documentation, and deployment of new content management...

About UsThe YMCA Retirement Fund is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.Job SummaryWe are seeking an experienced Investment Director...

About the RoleWe are seeking an experienced 401k manager to join our team in New York City. As a key member of our staff, you will be responsible for overseeing the daily activities of the 401k retirement plan, ensuring it operates in accordance with the Plan documents and relevant laws.ResponsibilitiesCoordinate enrollment and ensure timely completion of...

This Business Solution Architect role requires a deep understanding of retirement/pension solutions and the ability to design and implement end-to-end solutions. The ideal candidate will have excellent communication skills and be able to collaborate with various teams to craft effective solution designs.Key ResponsibilitiesDesign and implement...