Hybrid Retirement Plan Strategy & Fiduciary Advisor
US Diversity Job Search
Marsh McLennan Agency in Dallas is seeking a Retirement Account Executive to manage and grow a portfolio of employer retirement plans. You will deliver strategic retirement plan consulting, implementation support, and fiduciary and investment advisory services to meet client objectives. In this role you’ll lead plan assessments, manage RFPs and vendor selections, coordinate with carriers and TPAs, and provide ongoing education and benchmarking-based recommendations to senior leadership, driving #J-18808-Ljbffr US Diversity Job Search
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Hybrid Retirement Plan Strategy & Fiduciary Advisor in Dallas, TX vacancy
- ...Dallas, Texas, is seeking a Retirement Account Executive to manage and... ...with employer retirement plan clients. You will deliver strategic... ...expertise in plan design and fiduciary duties, and excellent... ...skills. This position offers hybrid work and generous benefits....Retirement
$130k - $150k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...Advisors is an independent fiduciary legally bound to act... ...implementing planning strategies for our high new worth... ...and more. ~401(k) Retirement Plan with both...RetirementFull timeTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- Cetera Financial Group is seeking a Retirement Plan Onboarding Associate in a hybrid role based in Dallas, TX. The position focuses on coordinating required information and documentation across advisors, clients, and internal teams to ensure accurate, timely onboarding...Retirement
- Ascensus, a leading independent technology and service platform powering retirement savings in the U.S., seeks a Client Services Consultant to support partners, intermediaries and plan sponsors with expert retirement plan knowledge and consultative solutions. In collaboration...Retirement
$90k - $130k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...Advisors is an independent fiduciary legally bound to act... ...implementing planning strategies for our high new worth... ...and more. ~401(k) Retirement Plan with both...RetirementRemote jobTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$93.7k - $177.68k
...providing actuarial consulting, retirement funding and healthcare... ...priorities into actionable product strategies, leveraging internal... ...development lifecycles, and business planning. Track record collaborating... ...innovation initiatives with strong hybrid business and tech skills to...RetirementFull timeTemporary workWork experience placementRemote workFlexible hoursMilliman
Dallas, TX7 hours ago- ...institution providing comprehensive fiduciary, wealth management, and family... ...and estate administration, retirement and custodial services, and... ...closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving...RetirementTemporary workH1bWork at officeLocal areaFlexible hours
- ...Portsmouth, NH and Minneapolis, MN; Hybrid work schedule: 3 days in the... ...responsible for the full integrated media planning process — from research and strategy through tactical planning,... ...vision, life, and disability) 401(k) retirement plan, with employer 4% match Work...RetirementPermanent employmentWork experience placementCasual workWork at officeWork from homeVisa sponsorshipFlexible hours
- ...Compensation Specialist to shape a competitive compensation strategy. You will oversee annual compensation planning, analyze market data for competitiveness, and... ..., and advanced Excel skills. This role offers a hybrid work schedule and competitive salary packages emphasizing...
- ...including wealth planners, tax advisors, estate attorneys, and other... ..., personalized wealth planning and family office solutions.... ...management, estate planning, tax strategy, and family governance needs.... ...charitable giving, life insurance and retirement planning, and related areas....RetirementWork at officeLocal area
Socket
Dallas, TX4 days ago - ...Consultant to support institutional plan sponsors via the ATC service line... ...including Form 5500 handling and fiduciary considerations. The role focuses... ...relationships, advising on retirement plans, and educating third-party advisors on lifetime income solutions, with...Retirement
- Frost is seeking a Financial Advisor III to help clients build financial plans, provide sound advice, and proactively... ...goals. You will focus on retirement planning, investments, and related... ...advisory services. The role emphasizes fiduciary guidance and complex financial planning...Retirement
- Integrity, LLC seeks a Director of Product Strategy Wealth to own the data and technology product vision for Wealth Management and Annuities, guiding investment products, retirement planning tools, advisor platforms, and financial planning solutions. You’ll partner with...Retirement
- Schneider Electric is seeking a Retirement Plans Specialist to govern and administer U.S. and Canadian pension programs in a hybrid role across hub locations including Dallas, TX. The position collaborates with TPAs, auditors, actuaries, and trustees to ensure compliant...Retirement
- ...goals‑based wealth management, including planning for retirement, education, legacy, and other life... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...at aligning financial and estate strategies with their goals. This is a highly visible...RetirementPrivate practiceWork at officeWork from homeShift workDay shift
$70k - $140k
...Recovery Rep (SBA) develops resolution strategy on classified (special asset) loans to minimize... ...include analyzing financial plans, negotiating loan collection, or restructuring... ...program, life and disability insurance, retirement savings plan, paid leave programs, paid...RetirementRemote jobWork experience placementWork at officeWork from homeFlexible hours$105.6k - $199.48k
.... About The Job You’re Considering The Strategy and Transformation consultant supports Capgemini... ...assessments and translate into adoption plans, optimized with AI Design/facilitate... ...healthcare coordination in Canada) Retirement savings plans (e.g., 401(k) in the U.S.,...RetirementFull timeLocal area- ...holistic wealth, tax, estate, and financial planning guidance informed by company programs.... ...relationships and coordinate with advisors to tailor comprehensive solutions. In this... ...navigate executive compensation, equity, retirement and benefits, partnering with specialists...Retirement
$112.6k - $160k
...leaders and visionary entrepreneurs, we apply creativity, strategy, design, and data to reinvent businesses, drive growth, and... ...coverage (or provincial healthcare coordination in Canada) Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada) Life and...RetirementFull timeLocal area- ...Strategist to develop, consult on, and implement tax, estate and financial plans for our most sophisticated clients. You will collaborate with internal planning resources and Rockefeller Private Advisors to deepen client relationships and drive advisory value. You will...Work at office
- A leading skincare company in Dallas, Texas, is hiring a Clinical and Business Development Educator. This hybrid position requires an RN or aesthetician with a solid sales background to mentor and educate teams passionately. You will create impactful educational content...
- ...across North America, based in Dallas or Chicago. You will lead strategy, coordinate with insurers, and ensure timely resolutions while... ...CRE exposure experience, and RMIS proficiency. The role offers a hybrid structure with strong benefits and growth opportunities. #J-18...
- ...Capital Bank seeks a seasoned Trust Relationship Manager to oversee fiduciary administration for assigned accounts in Dallas. You will act as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, and legal teams, exercising judgement to manage...
- Texas Capital Bank seeks an experienced Fiduciary Services professional to manage fiduciary administration for assigned accounts and to coordinate among beneficiaries, advisors, and the legal team. You will exercise judgement on discretionary decisions, monitor risk, and...
- Champion Management Group, LLC seeks a Public Relations Specialist in Dallas, TX. The role is full-time with a hybrid schedule, 3 days in-office and 2 days remote, for a fast-paced, team-oriented agency environment. Ideal candidates have PR experience, strong media relationships...Full timeWork at officeRemote work
$63.36k - $114.12k
...human insights into actionable experience strategies. You will lead experience driven problem... ...customer needs and opportunities ● Plan and conduct ethnographic research, interviews... ...and dental coverage, disability, retirement benefits, paid leave, and paid time off....RetirementMinimum wageFull timePart timeLocal area$124.8k - $163.8k
...discovery. You will lead SEO, AIO, AEO, and GEO strategy across Lennox's digital ecosystem,... ...the terms of the Company’s applicable plan. Employees in this role are not eligible... ...insurance prescription drug coverage 401(k) retirement plan short-term disability insurance 8...RetirementTemporary work- ...distribution of non-qualified retirement plan services, institutional life insurance... ...(COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have... ...a sales and marketing strategy for specific market segments....Retirement
$100k - $115k
...we’re seeking a Sr Financial Planning Associate to join their expanding... ...and next steps that advisors and clients can use while designing... ...planning support across retirement income planning, tax planning... ...locations listed above with hybrid flexibility after 6 months If...RetirementFull time$260k - $365k
...have experience handling ERISA class actions, fiduciary duty claims, excessive fee litigation, and other complex retirement plan disputes involving both defined contribution... ...fact development Assist with litigation strategy, hearings, mediations, and trial preparation...RetirementFlexible hoursDirect Counsel
Dallas, TXa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Retirement Plan Strategy & Fiduciary Advisor. Be the first to apply!
Related searches
- retirement plan sales consultant Dallas, TX
- strategist Dallas, TX
- workplace strategist Dallas, TX
- design strategist Dallas, TX
- investment strategist Dallas, TX
- brand strategist Dallas, TX
- strategy consultant Dallas, TX
- business strategist Dallas, TX
- senior strategy consultant Dallas, TX
- communications strategist Dallas, TX