Senior Retirement Plans Strategist
Western & Southern Life
Western & Southern Financial Group is seeking a Retirement Specialist to assist in managing both qualified and non-qualified retirement plans. Responsibilities include coordinating regulatory reports, providing employee support regarding retirement benefits, and ensuring compliance with applicable laws. Ideal candidates will have a degree in Finance or Business, strong analytical skills, and proficiency in Microsoft Office. This role is office-based in Cincinnati, Ohio. #J-18808-Ljbffr Western & Southern Life
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Retirement Plans Strategist in Cincinnati, OH vacancy
$140k - $160k
...Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial... ...oriented Senior Financial Planning Strategist to join our High Net Worth Planning... ...insurance, and qualified and non-qualified retirement plans. Conduct necessary...SeniorRetirementFull timeFor contractorsWork at officeRemote workOsaic
Cincinnati, OH2 days ago- Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate planning, business planning, and tax planning, translating complex strategies for financial advisors and their clients. The successful candidate...SeniorRemote jobWork at office
- Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate planning, business planning, and tax planning strategies, translating complex concepts into actionable recommendations...SeniorWork at office
- Fidelity Investments in Covington, KY is seeking an NQ Service Delivery Manager to serve as the subject matter expert for nonqualified plan setup and best practices. You will work with plan sponsors and internal partners, manage annual enrollment events, and deliver...SeniorRetirement
- A financial services corporation is seeking a Senior Retirement Plan Consultant to represent the organization in sales and marketing. This role involves setting up appointments with Plan Sponsors, cross-selling retirement products, and attending client meetings. The ideal...SeniorRetirementRemote job
- ...immigration sponsorship for this positionThe RoleThe Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced... ...state laws governing securities, investment and retirement-related financial activities and the rules and regulations...SeniorRetirementFull timeShift work
- ...established professional services firm is looking for a Remote Senior Tax Accountant to prepare tax returns and provide... ..., and offers opportunities for growth in financial planning areas such as estate and retirement planning. The ideal candidate will have a Bachelor’s...SeniorRetirementRemote job
- H&R Block, Inc. is seeking an experienced Tax Accountant to apply accounting principles and tax expertise to analyze financial information, prepare tax statements and returns, and support audits. You will mentor peers, drive improvements, and ensure compliance with laws...Senior
$80k - $120k
...Job Description Job Description Mutual of America Financial Group Job Title: Senior Retirement Plan Consultant Location: Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve...SeniorRetirementRemote workMutual of America Life Insurance Company
Covington, KY16 days ago- About the RoleAs a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting to analyze financial information and... ...company tax procedures Develop and implement strategic tax planning for all necessary federal and state taxes Manage members of...SeniorWork experience placementLocal area
- Sales & Relationship Management Senior Implementation Project Manager - Stock Plan Services Published: May 26 Time onsite: blend of both onsite and offsite... ...numerous state laws governing securities, investment and retirement-related financial activities and the rules and...SeniorRetirementShift work
- Job Description:Job Title: Sales Strategist - Deal ManagerNote: Fidelity will not provide immigration sponsorship... ...will be supporting Fidelity 401k plan sales. You will work closely with your Workplace Investing Retirement Director and Regional Account Executive sales...RetirementFull time
- MSIG USA is seeking a Senior Environmental Claims Specialist to manage complex environmental, toxic tort, and long-tail liability claims... ...communications. The role involves strategic claim resolution planning, oversight of litigation strategies, and collaboration #J-1880...Senior
- Allworth Financial in Cincinnati, OH seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements and collaborate across estate, tax, business, and liquidity planning with the Wealth...Senior
- H&R Block is seeking a Senior Tax Strategist - Small Business and Tax to analyze financial information and prepare tax statements for businesses... ...value for clients. The role focuses on strategic planning, regulatory awareness, and collaboration with management to...Senior
- ...Paid Media Strategist The Paid Media Strategist is responsible for planning, executing, optimizing, and measuring digital advertising campaigns across social, search... ...healthy. Invest for the Future: Competitive retirement plan with matching program in most markets. Generous...Retirement
Hearst Newspapers
Cincinnati, OH1 day ago - ...resolution strategies for classified loans and minimize losses in the commercial loan portfolio. The role involves analyzing financial plans, negotiating collections or restructurings, and potentially overseeing litigation or charge-offs while ensuring compliance with bank...SeniorRemote job
- Divisions Maintenance Group in Cincinnati, OH is seeking a Lead Pricing Analyst to join the Revenue Strategy and Planning team. You’ll develop pricing for National Accounts, RFPs, renewals and expansions, balancing customer value with profitability. This role blends financial...Senior
- ...SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations...SeniorWork at office
Oxford Financial Group, Ltd.
Cincinnati, OH2 days ago $138k - $212k
...to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across...RetirementTemporary work- ..., and preparation for conversations with Plan Sponsors, legal counsel, and internal business... ...solutions to test failures The Team The Senior Compliance Advisor (SCA) role resides in... ...governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull time
$75k - $80k
...) -Finance Job Summary Job Title: Senior Accountant Location: Cincinnati, OH... ...00 Job Type: Full Time Benefits: Retirement, Healthcare, Paid Holiday, PTO, etc. Why... ...properties Makes recommendations and creates plans to improve internal controls when...SeniorRetirementFull timePrimary Recruiting Services
Cincinnati, OH4 days ago- ...this positionThe RoleIn this role, you’ll help Fidelity’s Stock Plan Services (SPS) participants better understand and navigate... ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous...SeniorRetirementFull time
- Job Description:Job TitleAudit Senior AnalystNote: Fidelity will not provide immigration... ...the development of the integrated audit plan, and collaborating with a successful team... ...laws governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull time
- ...regulated industries. Key responsibilities include leading a high-performing engineering team, optimizing processes, and contributing to business development. Offers a competitive compensation package, including healthcare and a retirement plan. #J-18808-Ljbffr Loar GroupSeniorRetirement
- ...helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customersFidelity’s... ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous...SeniorRetirementFull time
- Global Payments is seeking a Principal Stock Plan Consultant to own the design, administration, governance, and strategic optimization of global equity compensation programs. You will partner with executive leadership and cross-functional teams to ensure plans are competitive...
- ...coordinate with Fidelity teams, and act as trusted advisor to plan sponsors and advisors. ~35% travel is required and the role demands... ..., strategic guidance, and proactive issue resolution to optimize retirement plan services. #J-18808-Ljbffr Fidelity InvestmentsSeniorRetirement
- ...Relationship Manager to oversee a book of defined contribution plans with strong client relationships. You will lead service delivery... ...7/63 within 3-6 months, and you should bring 3+ years of retirement/401K RM experience, excellent communication, and a track record...SeniorRetirement
- ...prepare detailed reports, and may provide expert testimony. Candidates should have a B.S. in Civil Engineering, relevant licensure, and 2-10+ years of experience. Benefits include health care, retirement plans, and paid time off. #J-18808-Ljbffr Rimkus Consulting GroupSeniorRetirement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retirement Plans Strategist. Be the first to apply!
Related searches
- senior brand strategist Cincinnati, OH
- strategist Cincinnati, OH
- strategy consultant Cincinnati, OH
- investment strategist Cincinnati, OH
- media strategist Cincinnati, OH
- communications strategist Cincinnati, OH
- design strategist Cincinnati, OH
- business strategist Cincinnati, OH
- digital strategist Cincinnati, OH
- senior strategy consultant Cincinnati, OH