Senior Client Relationship Manager - Retirement Plans
$65k - $90kMutual of America
Mutual of America is looking for a Client Relationship Manager to engage and strengthen relationships with clients in California. This role includes managing client operations for retirement plans and ensuring compliance with required tasks. Successful candidates will possess excellent business writing and public speaking skills, with qualifications including active FINRA licenses and a Bachelor's Degree. The position offers a competitive salary range of $65,000 - $90,000 plus potential bonuses. #J-18808-Ljbffr Mutual of America
- ...seeking an experienced professional to manage a complex portfolio of commercial... ...financial advice while building customer relationships. Applicants should have a Master's degree... ...package is offered, including healthcare and retirement plans. #J-18808-Ljbffr Us BankSeniorRetirement
$65k - $90k
...Client Relationship Manager Location: Fresno, CA or San Francisco, CA Role Summary The Client Relationship... ...CRM will report to the Director, Senior Client Relationship Manager.... ...day operations and servicing of group retirement plan clients. Maintain a compliance calendar...RetirementWork experience placementHome officeFlexible hours$170.26k - $200.3k
...from Day One. Job Description Manages and grows a very large and... ...for and closes new business relationships and retains and expands... ...services to those prospects and clients, identifying and successfully... ...401(k) and employer-funded retirement plan Paid vacation (from two to...RetirementTemporary workLocal area$88.4k - $132.6k
Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst in Pleasant Hill,... ...role focuses on building and deepening client relationships while offering holistic... ...benefits including medical coverage, retirement plans, and paid time off. #J-18808-Ljbffr...SeniorRetirement- ...junior engineers. Required qualifications include a Bachelor's degree, PE license, and extensive experience with roadway engineering. HDR offers a comprehensive benefits package including health insurance, paid time off, and a retirement savings plan. #J-18808-Ljbffr HDRSeniorRetirement
$180k
...culture of collaboration and strong commitment to work-life balance. The role offers competitive compensation starting from $180,000, with flexible scheduling and a generous benefits package including health, dental, and retirement plans. #J-18808-Ljbffr OrionplacementSeniorRetirementFlexible hours- ...Walnut Creek, CA, is seeking a Senior Underwriter / Account Executive Officer to manage and underwrite commercial accounts... ...with the ability to cultivate relationships with agents and brokers. The... ...including health insurance and retirement contributions. #J-18808-Ljbffr...SeniorRetirement
- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence... ...a key role in building strong client relationships, managing accounts, and mentoring team... ...to complete review of contracts and plan documents / summaries / SBCs....SeniorLive outWork at officeLocal areaFlexible hours
- Tax Senior - Tax Supervisor - Tax Manager Are you just getting through another hectic busy... ...to work with interesting clients with complex and diverse... ...partners. With partner retirements, there is potential for advancement... ...-funded retirement plans, and a diversified client...SeniorRetirementCurrently hiringWork at office
$48 - $55 per hour
...Epic Certified Health Information Management Senior Analyst based in Walnut Creek, California... ...with HIPAA, and managing client relationships effectively. The position offers a... ...benefits package including medical, dental, and retirement plans. #J-18808-Ljbffr AccentureSeniorRetirementHourly pay$18 - $21.6 per hour
...include maintaining a clean kitchen and fostering positive relationships with residents and coworkers. The position requires a high... .... Benefits include paid holidays, health insurance, and a retirement savings plan. The salary ranges from $18.00 to $21.60 per hour,...SeniorRetirementHourly pay$10 per hour
...focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a... ...Relationship Manager Senior (BRM) Deepening... ...wellness centers, a retirement savings plan, backup childcare, tuition...SeniorRetirementWork experience placementWork at office$120.4k - $198.7k
...casualty solutions for clients with significant risk... ...and know how to build relationships internally and externally... ...What Will You Do? Manage the profitability,... ...enterprise to create sales plans and identify cross-... ...day of employment. Retirement: Travelers matches your...SeniorRetirementLocal area$17 - $20.4 per hour
...helping with meal preparation, serving food, and ensuring cleanliness in the dining area. Offering competitive pay between $17.00 and $20.40 per hour, alongside exceptional benefits including health insurance, retirement plans, and paid leave. #J-18808-Ljbffr Insider, Inc.SeniorRetirementHourly pay- ...Senior Auditor Walnut Creek, CA 94596 ~ CPA... ...crucial role in the management and oversight of our... ...A&A services to our clients, and participating in... ...maintain meaningful relationships with clients, serving... ...including health insurance, retirement plans, and a flexible work...SeniorRetirementWork at officeRemote workFlexible hours
$60k - $128k
...Client Manager II The Client Manager II applies experience and critical... ...management. Introduce plans designed to support the clients... ...effective and positive working relationships with internal associates and... ..., 401K savings and other retirement programs as well as employee...RetirementWork experience placementWork at officeNight shiftAfternoon shift$17 - $20.4 per hour
...residents thrive in their homes. Atria Senior Living’s family of brands has openings... ..., Dental, Vision, and Life Insurance Retirement Savings Plan / 401(k) employer match Tuition reimbursement... ...small group situations to customers, clients, and other employees of the...SeniorRetirementFull timePart timeWork at officeShift work$20.6 - $25.8 per hour
...Why Join Sunrise Senior Living At Sunrise Senior Living, we... ...Do: • Lead shift assignments, manage attendance, and coordinate coverage... ...with Individualized Service Plans (ISP) • Monitor resident... ...Life, and Disability Plans Retirement Savings Plans Employee...SeniorRetirementFull timeShift work$151.51k - $169.12k
Position Overview The Customer Engagement Senior Manager plays a critical role shaping CGC’s... ...customer data with CGC’s long term business plans focused on market transformation. Lead... ...health, dental, and vision insurance, retirement benefits, paid time off, professional...SeniorRetirementFor contractorsLocal areaVisa sponsorshipWork visaFlexible hours$102k - $125k
...one of the largest nonprofit senior living housing providers in the... ...Los Altos (TLA), a vibrant Life Plan Community known for its... ...culinary functions. You will manage and lead a team of associates... ...Plan Community, continuing care retirement community, healthcare dining,...SeniorRetirement$25 per hour
...the largest nonprofit senior living housing providers... ...(TLA), a vibrant Life Plan Community known for... ...financial performance; Manages the day-to-day... ...of the Continuing Care Retirement Community, including final... ...maintains effective working relationships with representatives...SeniorRetirementLocal area$109.44k - $153k
...Senior Planner We're looking for thoughtful urban planners to join the Planning Department and help us shape Lafayette's future! Are... ...required. What You'll Do Managing complex development... ...filled. Why Join Us? Retirement Security – Up to 15% City-paid...SeniorRetirementCasual workLocal areaRemote workFlexible hoursNight shiftAfternoon shift- ...Senior Home Lending Advisor Join our fun, high... ...to guiding clients to fulfilling the dream... ...utilizing centrally managed direct mail, media advertisements... ...-line reporting relationships. Builds role as... ...wellness centers, a retirement savings plan, backup childcare,...SeniorRetirementWork experience placementLocal areaImmediate startRelocation
- ...a unique brand of relationship banking and fostering... ...a Top 12 program managing over $2.8 billion in client assets. Our advisors... ...program has a financial planning team that is... ...About the Role: A Senior Wealth Advisor is an... ...plans), a 401(k)-retirement savings plan with employer...SeniorRetirementImmediate start
- BKF Engineers is seeking an Environmental Planning Project Manager in Walnut Creek, California. This role involves leading the Environmental Planning team to enhance market share and oversee CEQA/NEPA compliance document preparations for various projects. The ideal candidate...Senior
$125k - $175k
...financial services firm located in California is seeking a skilled Senior Tax Manager to lead tax compliance and planning. This role entails reviewing tax returns for various entities, managing client relationships, and overseeing tax strategies. Candidates must have at least...Senior- ...Description We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek,... ...building strong client relationships, coordinating detailed account... ...account structures, including retirement and trust accounts. • Handle...Retirement
$27 per hour
...Senior Cook Morrison Living is hiring immediately for a full time Senior Cook position. Location: Sequoia Living Viamonte... ...part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs,...SeniorRetirementHourly payFull timePart timeLocal areaImmediate startRemote workFlexible hours- ...people decisions. We help clients build better workplaces, where... ...is all about building relationships, guiding clients through their... ...Gallagher services, such as retirement planning or HR consulting. Whether... ...strong client relationships. Manage client renewals and open...RetirementFull timeLive outWork at officeLocal areaFlexible hours
- ...people decisions. We help clients build better workplaces, where... ...is all about building relationships, guiding clients through their... ...Gallagher services, such as retirement planning or HR consulting. Whether... ...strong client relationships. Manage client renewals and open...RetirementFull timeWork at officeLocal areaFlexible hours
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