Senior Retirement Plan Consultant
Wall Street Alliance Group
Wall Street Alliance Group is a fee-only wealth management firm seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform in New York. The role emphasizes accurate plan operations, compliance, and strong client service in a fiduciary setting. The ideal candidate will have 3–7+ years of qualified plan administration or ERISA consulting, with deep knowledge of plan compliance, contribution reconciliation, and experience coordinating with #J-18808-Ljbffr
- Strongpoint Partners’ Pension Financial Services arm seeks an experienced Sr. Retirement Plan Consultant to manage a portfolio of 65-75 qualified plans. This role requires 5-7+ years of full‑cycle administration, advanced technical expertise, and a passion for mentoring...SeniorRetirementRemote job
- CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan consulting, fiduciary education, plan design benchmarking, governance review, and regulatory...SeniorRetirementRemote job
$100.17k - $186.03k
...workforces to perform at their best. Learn more at Adaptive Planning Senior Consultant Key Responsibilities Maintain proficiency and... ...wellbeing programs, paid leave (vacation, sick, parental), retirement plans, learning opportunities, and more. All offers are contingent...SeniorRetirementRemote jobWork experience placementLocal areaWork from homeWorldwideFlexible hours- About this role:Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant, Executive Director, to join the Wealth & Investment Management (WIM... ...strategy across stock plan, equity compensation, and retirement offerings, and evaluate and structure partnership agreements...SeniorRetirementFull timeWork experience placementRelocation package
$191k - $305k
...About this role: Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant, Executive Director, to join the Wealth & Investment Management... ...strategy across stock plan, equity compensation, and retirement offerings, and evaluate and structure partnership agreements...SeniorRetirementFull timeWork experience placementRelocation package- ...Ascensus, the leading independent technology and service platform powering retirement plans across America, seeks a Client Services Consultant to support partners, intermediaries and plan sponsors with expert retirement plan guidance. You will work with the Relationship...Retirement
$77k - $202k
...ApplicableSpecialismWorkdayManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Workday Adaptive Planning Implementation Consultant, Senior Associate, you will engage with clients to optimize their operational efficiency by implementing and managing the...SeniorFull timeH1b- ...seeking a detail‑oriented professional to oversee recordkeeping, administration, and servicing for a portfolio of employee benefit plans. You will ensure adherence to pension laws, manage client communications, and support project activities across internal teams. The...Retirement
$66k - $125k
...immigration sponsorship for this position. The Role As a Planning Consultant, you will offer world-class planning experiences and find... ...coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable...RetirementFull time$108k - $184k
...asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to... ...matter to you.Role SummaryThe Alternative Investment Internal Consultant is a sales and relationship partner with external sales professionals...RetirementLocal areaRemote workWork from homeFlexible hours1 day per week$124k - $280k
...OpportunityAs a Workforce Solutions - Organization and Talent - Senior Manager, you will engage with clients to develop and implement... ...success of our firm.Responsibilities- Leading strategic workforce planning initiatives to align with client business objectives- Analyzing...SeniorFull timeH1b$110k - $400k
Transmission Planning Consultant Nationwide Opportunities Description 1898 & Co., a division of Burns & McDonnell, is seeking experienced... ...grid performance and develop solutions addressing generation retirements, renewable integration, congestion management, and...RetirementFull timeContract workWork experience placementWork at officeLocal area$71.16k - $94.9k
...Tasks Performed: 45% Proactively ensure plans are administered in compliance with plan... ...just starting your career or serve in a senior leadership role, your growth and development... ..., and critical illness coverage. Retirement Plans:Benefit from a 401(k) plan with employer...RetirementFull timeTemporary workPart timeWork at officeWork visaFlexible hours- ...Responsibilities and DutiesLeads development of Go-To-Market for retirement plan product and service efforts across B2B and B2C audiences... ...ups, progress tracking, slide development and presentations to senior leadership team membersLeads a team of 3 professional...RetirementFull timeWork at office
$32.5 - $36 per hour
...minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n Utilize resources such as government websites,... ...clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n Connect with people...SeniorRetirementLocal area- National Grid seeks a senior Principal, Global Benefits who will own and advance the company's global benefits strategy across the U.... ...Global Benefits Director. You will lead evaluations of health, retirement, and other benefit programs, benchmark against competitors, perform...SeniorRetirement
- Bank of America seeks an experienced retirement/benefits sales professional to collaborate with Relationship Managers to identify and pursue Defined Contribution, Defined Benefit, and NQDC opportunities in the over $10M market. The role requires deep retirement knowledge...SeniorRetirement
- Visier is a global leader in Workforce Intelligence, delivering AI-driven insights for HR to plan, decision, and act with confidence. We seek a Workforce Planning Advisor with 7-10 years exp in SWP advisory to guide enterprise clients through strategic workforce planning...Senior
- ...NBT Bank is seeking a senior-level Retirement Plan Document Specialist in Pennsylvania. You will be the subject matter expert applying ERISA and IRC requirements to design and restate plan documents across the firm’s client base. This role leads firm-wide document initiatives...SeniorRetirement
- GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in... ...coordinate comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal...SeniorRetirement
- ...meaningful difference for business clients.As a Strategy and Planning Senior Associcate in the Strategy and Planning team, you will lead... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...SeniorRetirementWork visa
- Transamerica Corporation is seeking a Retirement Plan Specialist I to assist 401k participants and financial advisors. This remote position requires a Bachelor's degree and licensure such as FINRA Series 6, 63, and 65. Candidates should have one year of financial services...RetirementRemote job
- ...research background in top ML venues. The compensation package includes a competitive salary, equity, and comprehensive benefits including health coverage, retirement plans, and a generous PTO policy. This position is located in New York, New York. #J-18808-LjbffrSeniorRetirement
- ...manage accounts, provide strategic counsel, and oversee campaign planning, ensuring excellence and innovation. The ideal candidate has 6... ...offers a hybrid work model and comprehensive benefits, including medical insurance and retirement contributions. #J-18808-Ljbffr...SeniorRetirement
- Senior Consultant - Trade Finance Sanctions and Controls Risk (SME)Job Number: 26-00160Help drive change! ECLARO is looking for a Senior... ...hired, you will enjoy the following ECLARO Benefits:401k Retirement Savings Plan administered by Merrill LynchCommuter Check Pretax...SeniorRetirementWorldwide
$100k - $125k
...diversity, equity, and inclusion among all IMA associates Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions Pursues and sells our services to retirement plan prospects. Solidifies client relationships and maintains...RetirementTemporary workInternshipLocal areaFlexible hours$96k - $131k
DescriptionKforce's client, a leading global media giant, seeks a Senior Accountant who will be responsible for assisting in ensuring... ...recognition of equity-based compensation, pension and other post-retirement benefits, preparation of goodwill and identifiable intangible...SeniorRetirementWork at office$180k - $210k
...Senior Consultant, Strategy Consulting (Healthcare/Life Science) Our client is an international boutique strategy consultancy that helps... ...Comprehensive medical, dental and vision insurance options Retirement plan with employer contribution Opportunities for international...SeniorRetirementFlexible hours- ...Manager to lead day-to-day administration and continuous improvement of our employee benefits portfolio, including health, welfare, retirement, leave programs, and wellness initiatives. This role partners with brokers and vendors and reports to the VP of HR. We expect...SeniorRetirementRemote job
$10k
...dedicated Financial Crimes Compliance Controls Senior Strategist to build and own the... ...incorporated into strategic product and technology planning. This role complements the broader team’... ...coverage (up to $4,000 lifetime)Group Retirement Plan with employer match (RRSP + DPSP)...SeniorRetirementFull timeWork at officeRemote workHome officeFlexible hours
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