Senior Retirement Plan Advisor - Client Success & Strategy
NFP, an Aon company
NFP, an Aon company, is seeking a Senior Retirement Plan Advisor to independently manage and nurture established client relationships, primarily focusing on service delivery after the sales process or transitions from another consultant. This salaried role includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held. Considering candidates in both Atlanta, GA and Charlotte, NC. #J-18808-Ljbffr NFP, an Aon company
$75k - $132k
AON PLC is seeking a Senior Retirement Plan Advisor to independently manage established client relationships. This role focuses on service delivery, leading quarterly investment reviews, and addressing compliance inquiries. The ideal candidate will have a minimum of 5 years...SeniorRetirement- Visa is seeking a Sr. Consultant, Client Success in Atlanta, GA to own post-sale client relationships and drive adoption of Visa products... ...maximize benefits realization and value, deploy client support strategies, and support multi-regional client operations. This role...Senior
$75k - $132k
...organization of consultative advisors and problem solvers.... ...management and retirement challenges through... ..., please visit: Senior Retirement Plan Advisor This role involves... ...established client relationships, primarily... ...communication strategies Required Experience...SeniorRetirementWork at office- Overview Job Title: Client Success StrategistDepartment:SalesReporting To: Director ofSalesEmployment... ..., parental, volunteer), 401(k) retirement plan, legal assistance, life assistance... ...Proactively and intuitively recommend strategies that align with client defined KPI’s...RetirementFull timeWork at officeLocal areaImmediate startFlexible hours
$150k - $175k
...opportunity for a Senior Manager, Client Development -... ...Manager is a strategic advisor and operator... ...receive information.Success in this role... ...structured, actionable plans. This includes... ...priorities, firm strategy and competitive positioning... ...insurance, retirement plans and...SeniorRetirementFull timeWork at office3 days per week- ...Description The Surety Client Advocate oversees... ...prospect sales strategies and develop growth... ...skills Must successfully complete appropriate... ...Washington roles) Retirement Benefits: Qualified... ...contributory pension plan (if eligible) and... ...plans available to senior level colleagues...SeniorRetirementTemporary workFor contractorsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$117.5k - $222.99k
...actuarial consulting, retirement funding and healthcare... ...MedInsight is seeking a Senior Product Strategy Manager to lead... ...role translates health plan customer needs, market trends, and client insights into differentiated... ...with Sales, Client Success, and Marketing to validate...SeniorRetirementFull timeWork experience placementRemote workFlexible hours- Visa in Atlanta, GA is seeking a Sr. Consultant, Client Success to own the post-sale client relationship and drive operational solutions that... ...to maximize client benefits and align with the Sales Account Plan. The role requires professional leadership and strong...Senior
- ...years of account management, client relationship management or pre... ...value propositions to senior client executivesThe role may... ...advisory teams to ensure the successful delivery of our solutions and... ...communications, and user adoption strategies, adapting to changing needs throughout...SeniorContract workApprenticeshipPrivate practiceEasy work
$117.5k - $222.99k
...services and solutions to clients worldwide. Today, we... ...issues, including retirement funding and... ...technology specialists to plan administrators, we offer... ...MedInsight is seeking a Senior Product Strategy Manager to shape... ...requirements to enable successful execution by Technical...SeniorRetirementHourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- Aon is seeking a senior Defined Contribution Solutions Partner to... ...in the participant-directed retirement space. The role combines DC expertise... ...and close collaboration with clients, prospects, and colleagues to... ...and innovation. You'll shape strategy, design and governance...SeniorRetirement
$128k - $160k
The Lead, Client Success Strategy & Programs serves as the operational backbone of the Client Success... ...cross‑functionally to support the planning and execution of the annual Elevate client... ..., Dependent Care Savings Account Retirement Savings - 401(k) with company match...RetirementFull timeTemporary workWork experience placementRemote workFlexible hours- ...your potential as a Client Associate at J.P. Morgan Advisors, where you'll be... ...Services, Wealth Planning & Advice, Goal Based... ...upon hire or must successfully obtain within 180... ...wellness centers, a retirement savings plan,... ...institutions with strategies and expertise that...SeniorRetirementLocal area
$51.5k - $80.3k
...WSP is seeking a Senior Coordinator - Project... ...Accounting Strategy & Development team... ...disability, and life; retirement savings; paid... ...position, based on the successful applicant's... ...experts, strategic advisors and construction... ...partner with our clients to help...SeniorRetirementWork at officeLocal areaFlexible hours$100k - $150k
...service platform powering savings plans across America, providing... ....Ascensus is seeking a Senior Fraud Strategy Analyst to join our Fraud Risk... ...standardsDemonstrate Ascensus’ I-Client service philosophy and Core... ..., fintech, payments, retirement services, wealth services, or...SeniorRetirementFull timeRemote work- InRhythm, based in Atlanta, GA, seeks a Client Success Lead to ensure successful delivery of large programs for Fortune 50 enterprises and startups. The role pairs client relationship management with program leadership to align goals with InRhythm's capabilities and roadmap...Senior
- Epsilon is seeking an experienced Senior Deliverability Manager to support and improve deliverability processes... ...address deliverability challenges and improve client satisfaction. You will lead onboarding, testing, and strategies to strengthen sending reputation, manage ISP...Senior
- ...humans with agents drive customer success together. Here, ambition... ...team-oriented, and passionate Senior Product Marketing Manager to join our team focused on GTM strategy and execution. You will act... ...benefitsHealthcare coverage and retirement plansUnleash Your...SeniorRetirementFull time
- ...: 191718Apply: JobThe Senior Manager, Integrated Marketing & Brand Strategy will develop and execute... ...most. Our benefits plan includes - medical, dental... ...insurance, ADD, disability, retirement, paid vacation/time off... ...are conditioned upon successfully passing a drug test....SeniorRetirementWorldwideFlexible hours
- Job Title: Sr. Director, Global Client Success Employment Type: Full-time Work Authorization... ...operational transformation, shaping the strategy and roadmap and leading cross-functional... ...of the overall PRGX ops transformation plan. Develop operational KPIs, scorecards,...SeniorFull timeWork at officeLocal area
$111.5k - $185.9k
...office two days a week.The Senior Manager, Marketing Strategy serves as a strategic... ...B2B marketing, sales, and planning directors to align marketing... ...families. Generous 401(k) retirement plans with company match.... ...experience (planning, strategy) or client-side brand/marketing...SeniorRetirementFull timeTemporary workWork at officeRemote workVisa sponsorshipFlexible hours2 days per week- ...Business Partner to lead Distribution Employee Success initiatives. You will partner with Regulated Industry leaders to align people strategy with business objectives, driving growth,... ..., and experience shaping workforce planning, organization design, and leadership development...Senior
$212k - $318k
...our Government Medicaid practice. This Client Manager role combines deep Medicaid expertise... ...staffing, budgeting, and long-term strategy to deliver profitable client relationships... ...assistance, 401K savings and other retirement programs as well as employee assistance...SeniorRetirementMinimum wageWork at officeRemote workFlexible hours3 days per week- trivinna is seeking a client-focused Senior Director, Client Success to lead the post-sale client experience for our CRE loan management SaaS platform. You will own the full client journey—from onboarding through long-term partnership—building scalable onboarding frameworks...Senior
$100k - $125k
JR Management Company Inc is seeking a Senior Tax Manager in Atlanta, GA to lead tax review and planning within a boutique firm. The successful candidate will manage staff, enhance review processes, and offer tax strategies to business owners. This role requires 5-10 years...Senior- ...transparency, and provides clients and partners with... ...seeking a client-focused Senior Director, Client Success to lead the post-sale client... ...materials, and tailored project plans for diverse client needs.... ...) and implement proactive strategies for at-risk accounts. Advocate...SeniorContract work
$91k - $185.9k
...have an opportunity to contribute to the company’s success. As a Business Experience & Plan Advisor Sr within PNC's PCIO Fiscal Governance and Workforce... ...Advisor Sr develops and executes workforce and talent strategies that support PCIO business objectives, technology...SeniorFull timeTemporary workPart timeWork experience placementWork at office- A national loyalty solutions provider is seeking a Director of Client Services to lead strategic relationships and drive loyalty program success. This role involves overseeing performance, managing senior client interactions, and mentoring team members. The ideal candidate...SeniorRemote workFlexible hours
- Trimont, a leading commercial real estate loan services provider, is seeking a Senior Director, Client Success to lead post-sale client experience for trivinna’s CRE loan management SaaS platform. The role owns the client journey from onboarding through long-term partnership...Senior
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture... ..., employee health & benefits, retirement, and private client insurance solutions... ...keep them engaged and informed. Your success will be measured by client retention,...SeniorRetirementLocal areaNight shift
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