Jobs: whitten retirement solutions
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Customer Solutions Specialist
4 hours ago
Dallas, United States GuideStone Financial Full timeExperience GuideStone We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You We offer employees a generous benefits package, flexible work schedules,...
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Processing Manager
2 days ago
Appleton, United States The Retirement Advantage Inc Full timeJob Description Job Description Description: Manage the team responsible for providing timely and accurate transactional services to clients. Develop and monitor processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing processing to ensure that contractual obligations under the service agreements are met. In addition,...
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Financial Advisor
7 hours ago
Burlington, United States Gateway Retirement Solutions Full timeGateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...
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Financial Advisor
Found in: Appcast Linkedin GBL C2 - 1 week ago
Burlington, United States Gateway Retirement Solutions Full timeGateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...
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Processing Manager
1 week ago
Appleton, United States The Retirement Advantage, Inc. (TRA) Full timeJob DescriptionJob DescriptionDescription:Manage the team responsible for providing timely and accurate transactional services to clients. Develop and monitor processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing processing to ensure that contractual obligations under the service agreements are met. In addition, this...
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Tax Professional
2 weeks ago
Port Charlotte, United States Ideal Retirement Solutions Full timeJob DescriptionJob DescriptionWe are seeking a highly skilled and experienced Tax Professional to join our team. In this role, you will be responsible for providing comprehensive tax preparation, filing, planning, and strategic advice to individual clients. Additionally, you will have the opportunity to showcase your expertise by presenting tax-related...
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Regional Retirement Representative
Found in: Resume Library US A2 - 1 week ago
Cleveland, Ohio, United States Paychex Full timeOverview: Increase our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees. Responsibilities: Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Retirement solution...
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Consulting Actuary
Found in: Talent US C2 - 6 days ago
Cleveland, United States WTW Full timeThe Role As a Consulting Actuary on the Retirement team, you will apply your consulting, technical, and project management skills in the areas of retirement plan valuations, design, compliance, and risk and financial management for all types of retirement plans including defined benefit, defined contribution and retiree medical. You will participate on...
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Retirement Plan Termination Specialist
Found in: Talent US C2 - 3 days ago
Pompton Lakes, United States SS&C Technologies Holdings Full timeJob Description Title: Retirement Plan Services Group – Retirement Plan Termination SpecialistLocation: Remote Get To Know the TeamSS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that...
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Retirement Plan Account Manager
3 days ago
Quincy, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Planview Solution Architect
3 days ago
New York, United States ZAR IT Solutions Full timeJob DescriptionJob DescriptionPlanview Solution Architect – NY - HybridSkills: Planview, Enterprise Architecture, Cloud, IntegrationMust have:Proficiency in Planview software, including Portfolios, Enterprise Architecture, and Agile Place modules.Familiarity with other project portfolio management (PPM) tools.Proficiency in cloud computing platforms, such...
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Planview Solution Architect
4 days ago
New York, United States ZAR IT Solutions Full timeJob DescriptionJob DescriptionPlanview Solution Architect – NY - HybridSkills: Planview, Enterprise Architecture, Cloud, IntegrationMust have:Proficiency in Planview software, including Portfolios, Enterprise Architecture, and Agile Place modules.Familiarity with other project portfolio management (PPM) tools.Proficiency in cloud computing platforms, such...
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Retirement Plan Termination Specialist
Found in: Talent US C2 - 6 days ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Retirement Plan Account Manager
7 hours ago
Quincy, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
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Retirement Plan Termination Specialist
2 days ago
Quincy, United States SS&C Advent Full timeRetirement Plan Termination Specialist page is loaded Retirement Plan Termination Specialist Apply locations Quincy, MA Remote - Maryland, US Remote - Maine, US Remote - New York, US Remote - New Jersey, US time type Full time posted on Posted Yesterday job requisition id R20059 SS&C is a global provider of investment and financial services and software...
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Investment & Retirement Benefit Consultant
3 days ago
Westlake, United States HELM Solutions, LLC Full timeJob DescriptionJob DescriptionWe are currently searching for an Investment and Retirement Benefits Consultant for our client. This consultant position will be responsible for serving as the primary contact to institutional clients for the delivery and coordination of all aspects of the client relationship. The primary client type includes defined...
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US Retirement Plan Analyst
2 days ago
Schenectady, United States GE Vernova Full time**Job Description Summary** **Job Description** **Role Summary/Purpose:** US Retirement Lead Analyst will provide analytical and operational support in the implementation of US Retirement Plan policies and strategies for GE Vernova Corporate. This role collaborates with People Operations, Human Resources team members and business leaders to execute...
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Retirement Service Consultant, Client Services
Found in: beBee S US - 3 days ago
Phoenix, United States Ascensus Full timePosition Purpose: This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The...
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Vice President, Retirement Plan Consultant
2 days ago
Danvers, United States OneDigital Full timeAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...
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Analyst, Retirement Planning Division
2 weeks ago
Pasadena, United States Shuster Advisory Group, LLC Full timeJob DescriptionJob DescriptionPosition Summary:The retirement planning division of Shuster Advisory Group, LLC is seeking the right person to join our team as an Analyst. The candidate chosen will be responsible for reporting, analytics and client service. Vitally important is the ability to multi-task effectively in a fast-paced environment and adapt to...