Senior Retirement Plan Compliance & Client Advisor
USI Insurance Services
USI Insurance Services seeks a Sr. Consultant to manage and retain retirement plan portfolios, provide compliance services for 401(k), 403(b) and other plans, and mentor junior staff. You will collaborate with the Director of Compliance Consulting and TPA Manager on process improvements and client invoicing while delivering high‑quality recordkeeping and consulting for complex plans. The role requires a strong background in plan administration, extensive client service, and the ability to handle #J-18808-Ljbffr USI Insurance Services
$80k - $120k
WTW is seeking a Retirement Plan Compliance Analyst to support legal teams by drafting pension plan documents and ensuring compliance with ERISA regulations. The role demands over 5 years of relevant experience and a Bachelor's degree in legal studies or English. This...SeniorRetirement$20 per hour
A high-end retail brand in New York City is seeking a Senior Client Advisor for its Bleecker location. This full-time role prioritizes client... ...rate of $20/hour plus commission. Competitive benefits include health insurance and retirement plans. #J-18808-Ljbffr James PerseSeniorRetirementFull time$27 per hour
LVMH Group is seeking a Senior Client Advisor based in New York to provide exceptional customer service and exceed sales goals. The role involves... ..., along with a comprehensive benefits package including medical insurance and a retirement plan. #J-18808-Ljbffr LVMH GroupSeniorRetirementHourly pay- ...Senior Advisor We are seeking a talented individual to join our Advisory... ...oversee large and complex client accounts and bring together... ...strategies and go-to-market plans. Maintain a near complete... ..., 401K savings and other retirement programs as well as employee...SeniorRetirementMinimum wageWork at office3 days per week
$20 per hour
...JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON AVENUE (UPPER EAST SIDE) LOCATION. Objective of the... ...employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous employee discount....SeniorRetirementHourly payFull timeTemporary workCurrently hiringLocal areaFlexible hours$80 - $88 per hour
...Seeking an experienced Senior Compliance Officer to support the Control Room/Equity Research Compliance... ...coverage (medical, dental, and vision plans), supplemental coverage (accident... ...insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance,...SeniorRetirement- ...in trusts and estates, including estate planning and probate administration. The ideal applicant... ...membership and a thoughtful approach to client service. The role offers competitive... ...benefits including health and retirement plans, and opportunities for growth within...SeniorRetirement
$75k - $94k
Wella Company is looking for a Sr. Analyst in Demand Planning to join their team in Calabasas, CA. This hybrid role is crucial for analyzing... ...,000 - $94,000 yearly along with comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr Wella CompanySeniorRetirement- ...memorable way. Buckland is looking for a Compliance Team Leader - Classification (LCB) (... ...and systems while meeting and exceeding client expectations. This individual will engage... ...salary, benefits package, and matching retirement plan A friendly, collaborative work...SeniorRetirement
- Vestwell is seeking a Senior Specialist for its Retirement Services team, pivotal in shaping retirement plan documentation and compliance. You will interact directly with Plan Sponsors to ensure accurate plan designs and legal alignment. This position blends independent...SeniorRetirement
- Vestwell Inc is looking for an experienced Retirement Plan Administrator to join the RPA team. This role involves compliance testing, government reporting, and overseeing retirement plans for clients. The ideal candidate will have at least 4 years of relevant experience...SeniorRetirementWork at office
- OneDigital seeks a senior retirement plan consultant to manage a growing book of plan clients and deepen advisory expertise. You will design retirement structures, build sponsor relationships, and communicate value to prospects and clients through collaboration with internal...SeniorRetirement
- ...is seeking a Retention Sales Director to oversee the retention strategies for Mid-Large retirement plans. This senior role involves partnering with internal teams to manage client relationships, retention risks, and execute high-stakes engagements effectively. Responsibilities...SeniorRetirement
$100k - $195k
HDR is seeking a senior integrated water resources planner or engineer... ...with environmental planning projects, leadership skills,... ...water supply and environmental compliance. Competitive compensation ranges... ...including health insurance and retirement savings plans. #J-18808-...SeniorRetirement$80k - $90k
Vestwell is seeking an experienced retirement plan administrator for its New York City office, focusing on compliance testing and retirement plan operations. This dynamic role supports both large and small clients while ensuring compliance with IRS regulations. Ideal candidates...SeniorRetirementWork at office- Ascensus is seeking a dedicated professional in Pennsylvania to manage client relationships for defined contribution retirement plans. You'll offer essential support by resolving escalations and collaborating with various stakeholders. The ideal candidate has over 5 years...SeniorRetirementWork at office
- ...Corporation is seeking a professional responsible for retirement plan asset retention and client satisfaction for clients with 401(k) and other retirement... ..., proactive communication, and in-depth knowledge of compliance and retirement trends. This position involves...SeniorRetirementRemote job
- ...SENIOR TECHNOLOGY CONTROLS AND COMPLIANCE ANALYST- REMOTE Job Summary Compass Group North America has an exciting opportunity in the Technology... ...Life Insurance / AD Disability Insurance Retirement Plan Paid Time Off Holiday Time Off (varies by site/...SeniorRetirementLocal areaRemote workFlexible hours
- JetBlue is seeking a Senior Analyst for Customer Relationship Management (CRM) in New York, NY. This role drives revenue through... ...This position offers a competitive salary, and benefits, including healthcare, retirement plans, and travel perks. #J-18808-Ljbffr JetBlueSeniorRetirement
$84.58k - $142.77k
...exciting opportunity to join our team as a Senior Compliance Specialist. The Senior... ..., CMS and PEPPER initiatives, OIG work plans and advisories, and healthcare industry... ...career, starting a family, or saving for retirement. The support employees receive goes beyond...SeniorRetirementWork at officeLocal area$150k - $200k
...Franklin Templeton Compliance Role At Franklin Templeton... ...relationships with clients, understand their... ...discretionary bonus, a 401(k) plan with a generous match,... ...bonus. #MID_SENIOR_LEVEL At Franklin Templeton... ...your well-being Retirement Savings: 401(k) plan...SeniorRetirementLocal area3 days per week$390k
...Benefits practice group. The ideal candidate will have at least 6 years of experience in tax-qualified retirement plans and health plans, with a focus on ERISA compliance and plan design. The role includes advising on benefit issues during mergers and acquisitions,...SeniorRetirement- Digital Insurance LLC is seeking a dedicated professional to manage and grow a book of retirement plan clients. This role involves developing client relationships and designing retirement plan structures. Ideal candidates will have a strong understanding of ERISA regulations...SeniorRetirementWork at office
$88.4k - $132.6k
...relationships with affluent and High Net Worth clients. The role requires strong analytical skills and experience in financial planning to anticipate client needs and provide... ...and benefits including medical coverage, retirement plans, and paid time off. #J-18808-Ljbffr...SeniorRetirement- ...Job Overview A law firm seeks a senior attorney specializing in compensation and benefits to join their... ...experience in advising on tax-qualified retirement plans and health and welfare plans, including ERISA compliance and related regulatory matters. Duties Advise on...SeniorRetirementFlexible hours
$27 per hour
The Senior Client Advisor is responsible for providing outstanding customer service, exceeding sales... ..., propose and implement action plans to improve results, generate sales by... ...programs, employee discount/perks, and a retirement plan with employer contribution. #J-1...SeniorRetirementHourly payTemporary workFlexible hoursNight shiftWeekend workDay shift$120k - $165k
Transamerica Corporation is seeking an Account/Relationship Manager focused on managing client relationships for retirement plans. The role requires strong consulting skills, advanced knowledge of retirement programs, and the ability to handle service-related issues. Candidates...SeniorRetirementRemote job- A financial advisory firm in the United States is seeking an experienced Lead Advisor to conduct retirement-focused planning conversations and lead client meetings. This role emphasizes consultative sales and requires an active Life & Health insurance license alongside...SeniorRetirement
$90k - $200k
...Investigations, Diligence and Compliance practice is seeking a Senior Manager based in the U.S.... ...cases, including client relationships, proposals,... ...of client relationships. Plan and manage a broad range... ...based compensation reviews. Retirement Plans: 401(k) plans with...SeniorRetirementTemporary workFlexible hours$80k - $90k
Who Are We Looking For? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting,... ...compliance for Vestwell’s bundled clients. Part of the team focuses on... ...services to sponsor and advisors as needed. Requirements Minimum...SeniorRetirementWork at office
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