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
- ...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...RetirementTemporary workWork at officeLocal areaRemote workHome 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 hours- ...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
- ...aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave... ...Managing all aspects of fiduciary administration for assigned accounts... ...beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations...RetirementWork experience placementImmediate startDay shift
- ...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
- 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
- ...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
- ...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- 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
- ...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
- 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...
- ...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...
- ...clients, focusing on ETFs, mutual funds, and fixed income. The role is hybrid (Dallas area office 2-3 days/week) and requires collaboration with the Investment Manager to implement trading strategies aligned with client risk objectives. Candidates should hold a Bachelor...Work at office2 days per week3 days per week
- 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
- 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...
$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- ...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 hours- ...national firm. The role focuses on nominations, surveys and strategic responses to elevate client solutions and firm recognition. The hybrid position supports the Marketing and Business Development Department and may require travel to regional offices. Strong editorial...
- ...Senior Talent Acquisition Consultant for our Plano, TX office in a hybrid role. You will lead full life-cycle recruiting across multiple... ...with leaders to define success and build effective sourcing strategies while ensuring a strong candidate experience. You will proactively...Work at office
- ...Director of Financial Planning and Analysis Join to apply for the... ...vital part in leading financial strategy, guiding operational... ...with preference for healthcare, retirement services, or non-profit sectors... ...Center Location: Dallas, TX - Hybrid. Address: 12377 Merit Drive,...Retirement
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