Remote Retirement Plan Lead - Client, Compliance & Ops
$70k - $90kPatriot Growth Insurance Services, LLC
- Remote job
Patriot Growth Insurance Services, LLC is seeking an experienced Retirement Plan Manager to lead the delivery of retirement and wealth services. This role is remote and reports to the Omaha, NE office. Responsibilities include overseeing daily operations, ensuring compliance, and delivering high-quality client services. The ideal candidate will have over 5 years of experience in retirement plan management and must hold relevant licenses. The company offers medical benefits, paid parental leave, and a competitive salary range of $70,000 - $90,000 per year. #J-18808-Ljbffr Patriot Growth Insurance Services, LLC
$100.07k - $157.47k
Voya Financial is seeking a Client Relationship Manager to enhance client satisfaction and retention. The role involves relationship management... ...will have 6+ years in client service for defined contribution plans and possess strong negotiation skills. This position supports...Remote jobRetirementWork from home- ...Schwab in Austin, Texas, is looking for a Sr. Specialist to lead retirement plan implementations and maintenance. You will coordinate with internal... ...teams and stakeholders, ensuring accuracy and quality in client services. This role requires a Bachelor's degree and at...Retirement
- A financial services firm is seeking a Lead Education Advisor in Missouri to deliver... ...education services to participants and clients. This role involves leading workshops,... ...comprehensive financial guidance including retirement planning and investment advice. Candidates...Retirement
- A leading retirement provider in Southern California seeks a Retirement Plan Advisor to manage client relationships and ensure satisfaction. You will consult with plan sponsors, lead client meetings, and provide insights on plan design and industry trends. The ideal candidate...Retirement
$103 - $108 per hour
Crystal Equation Corporation in San Francisco is looking for a Planning Manager to drive the planning systems and roadmap execution in Fraud and Safety Operations. The role requires someone who is highly organized and communicative, committed to operational excellence....Remote jobHourly pay- ...data to deliver solutions. The Planning & Promotions Lead primary role is to develop, create, and... ...term incentive program, and generous retirement benefits that include a 401k matching... ...is not eligible for relocation Remote Type: This position is a hybrid of...Remote workRetirementFull timeTemporary workPart timeWork at officeLocal areaRelocationRelocation packageFlexible hours
$90k - $115k
...results-oriented Financial Planning and Advanced Planning Lead to join our leadership... ...most complex business-owner clients. You will lead a high-performing... ...a mix of in-office and remote work to support... ...eMoney and institutional retirement plan design software....Remote workRetirementWork at office- A leading provider of integrated solutions in Morrisville, North Carolina is seeking a Project Manager to oversee client programs, ensure quality standards, and drive operational excellence.... ...supervisory roles. Flexibility for remote work and the ability to travel if necessary...Remote work
- ...to identify a Director Business Planning to join the Business Planning Operations... ...with local regulations. Remote work is not offered. In this role, you will lead and contribute to a broad portfolio... ...(salaried roles), to receive a retirement contribution (hourly roles), and...Remote workRetirementHourly payTemporary workLocal areaVisa sponsorshipWork visa3 days per week
$108k - $175k
...and build deeper client relationships. Step... ..., and related tax planning matters rather than... ...volume-driven compliance work. Benefit from... ...available, and fully remote may be considered... ...skills Ability to lead engagements, review... ...Relocation assistance Retirement plan Vision...Remote workRetirementFull timePrivate practiceWork at officeRelocation packageFlexible hours$132.4k - $251.6k
...With our three market leading businesses, world-class... ...in an integrated plan, providing the basis for... ...healthcare, wellness, retirement, and work/life benefits... ...as on-site, hybrid or remote. The salary range for... ...Protected Veterans in compliance with Section 503 of the...Remote workRetirementFull timeTemporary workWork experience placementWorldwideFlexible hours$150k - $170k
Client Director - Strategic Accounts (Enterprise / Fortune 10... ...execute strategic account plans with 12-24 month growth horizons... ..., and LOB leaders. Lead QBRs, roadmap reviews, escalations... ..., dental, vision, and retirement benefits. Remote / flexible work environment...Remote workRetirementFull timeFlexible hours$70k - $85k
...Client Service Associate (In-Office and Remote) | Wealth Management (RIA) Pinnacle Wealth Advisors... ...Adhere strictly to compliance and confidentiality standards... ...knowledge of financial planning and investment processes... ..., and vision coverage Retirement plan with employer contribution...Remote workRetirementWork at office- ...We strive to help employees lead fulfilling professional lives... ...headquarters. Job Summary The Client Experience Coordinator serves... ..., medical, dental, vision, retirement savings, disability insurance... ...We are committed to full compliance with the Americans with...Remote workRetirementPermanent employmentWork at officeLocal areaWork from home
$50k - $70k
...Financial Partners empowers clients to live their best... ...combining financial planning with a focus on personal... .... JobLocation: Hybrid Remote – Austin, TX area... ...documentation. Assist with compliance reporting and... ...what-if” scenarios for retirement, education, and insurance...Remote workRetirementFull timeMonday to Friday$114.1k - $163.05k
...forwarding and warehousing. We also lead the industry with innovative... ...and execute a yearly business plan, consistent with the National... .... Conduct sales calls, client entertainment, travel, weekend... ...Parental and Adoption Leave). Retirement Benefits: Contributory Savings...Remote jobRetirementTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hoursWeekend workAfternoon shift- ...We help people plan to protect the... ...broad portfolio of retirement, life, and... ...for high-value client groups, delivering... ...accuracy, compliance, and timely submissions... ...is industry leading.* Excel at... ...office and work remotely with minimal frustration... ...Area:**OP - OperationsEstimated...Remote workRetirementLocal areaImmediate startWork from homeRelocationHome office
$180k - $220k
...innovative ways to help our clients achieve their... ...earnings messaging, strategic planning, and senior leadership... ....The Director will lead a small team responsible... ...office collaboration with remote work flexibility.... ...vision insurance** *401(k) Retirement Plan with 85% company match...Remote workRetirementWork at officeLocal areaFlexible hoursShift work$140k - $180k
...Description The Client Advocate provides strategic... ...may independently lead middle market... ...all regulatory, compliance, and technical standards... ...Provide strategic planning and consultative... ...Washington roles) Retirement Benefits:... ...style, with a mix of remote, in‑person and in‑...Remote workRetirementTemporary workWork at officeLocal areaFlexible hours$75k
...Description The Associate Client Advocate (ACA) is... ...accounts or for leading the client... ...supporting strategic planning and consulting advice... ..., regulatory & compliance) are met Other duties... ...Washington roles) Retirement Benefits:... ...style, with a mix of remote, in‑person and in‑...Remote workRetirementTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Client Service Associate Sarasota, FL Waverly... ...truly in-depth financial planning. We set ourselves... ...position will initially be remote but will transition to... .... Follows Waverly compliance policies and... ...well-being. ~401(k) retirement plan with match and profit...Remote workRetirementWork at officeLocal area
- ...demonstrations showing potential clients how our product/service... ...customers, assist via remote sessions, and update case... ...life insurance) for selected plans for the employee. Retirement 401(k) plan with company... ...The Company is committed to compliance with all applicable laws...Remote workRetirementFull timeInternship
- ...Winston-Salem, NC office, with additional remote options in Raleigh and Durham. Key... ...overseeing accounting staff, and ensuring compliance with GAAP. Ideal candidates will hold a... ...comprehensive benefits package, including health, retirement savings, and paid time off. #J-18808-...Remote workRetirementWork at office
$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical... ...including financial planning, investment advisory, brokerage, retirement planning, and cash management... ...office and up to 2 days remote. Responsibilities... ...and keep up to date on Compliance and firm policies and participate...Remote workRetirementFull timeTemporary workWork at officeMonday to FridayFlexible hours- MBE CPAs is looking for a Resource Manager to enhance workflow planning and resource allocation across their Tax and Client Accounting Services teams. This strategic role encompasses improving operational efficiency and ensuring effective staff utilization. The ideal candidate...Remote job
- ...Manufacturing Co in Cincinnati, Ohio, is seeking a Wealth Planner to deliver high-quality financial planning services to clients with a net worth of $1-10M. This role includes leading engagements, conducting in-depth discovery conversations, and developing comprehensive wealth...Remote job
$100k - $125k
...LLC is seeking an experienced Capital Planning-Business Analyst Lead to join our team. This fully remote position allows significant client interaction and involves overseeing Capital... ...business case development and ensuring compliance with OMB guidelines. A competitive...Remote job- A leading consultancy firm in Texas seeks a Transmission Planning Project Manager to manage transmission planning projects, lead teams, and work with clients for critical infrastructure improvements. The role requires a Bachelor's degree in engineering and relevant experience...Full time
- Voya Financial, Inc. is looking for a Plan Management Manager to provide oversight of the Sponsor Services Resolution Team.... ...hybrid office/home role involves ensuring smooth operations of client services and leading a team focused on plan terminations. The ideal candidate...Work at office
- American Trust is seeking a Sr Plan Document Compliance Specialist to ensure compliance with plan documents for new clients. This role involves leading document reviews and quality assurance while providing support to internal partners in a hybrid working model. The ideal...Remote job
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