Senior Retirement Plan Consultant | Client Success Lead
CPS
A leading retirement provider in Southern California seeks a Retirement Plan Advisor to manage client relationships and ensure satisfaction. You will consult with plan sponsors, lead client meetings, and provide insights on plan design and industry trends. The ideal candidate will facilitate participant meetings and collaborate with internal teams to deliver exceptional service. This role offers the chance to drive results in a dynamic retirement planning environment. #J-18808-Ljbffr CPS
$151k - $302.5k
...recruiting for a MercerWell Senior Lead Consultant. At Mercer, we make a... ...futures for our clients and their employees - whether... ...affordable health plans, securing finances for retirement or aligning employees with... ...organizational strengths successfully Superior business...SeniorRetirementMinimum wageLocal areaRemote workFlexible hours3 days per week1 day per week$84.5k - $135k
The Private Client Senior Placement Lead is a senior‑level role within the Private Client Services (PCS... ...and carriers to facilitate successful placements. Represent PCS in carrier... ...private client services, as well as consulting services and financial & wealth solutions...SeniorFull timeWork at office$95k - $110k
...Implementation Configuration Lead to join our... ..., partnering with clients and cross-... ...implementations, client consulting, and solution... ...technical teams. Plan and execute solution... ...holidays, a 401(k) retirement plan with employer... ...contingent upon the successful completion of a...SeniorRetirementLocal area$200k - $240k
...is seeking a dynamic, Senior Client Delivery Director... ...responsible for resource planning, budgeting,... ...build upon and enhance successful programs, identify opportunities... ...every step, we're leading the charge to power... ...paid holidays; a 401(k)-retirement plan with employer...SeniorRetirementContract workRelocation- ...Engineering & Forestry, LLC is seeking an experienced Senior NEPA Specialist in California to build and lead a best-in-class NEPA practice across energy,... ...personally deliver NEPA work and serve as the primary client relationship owner. The ideal candidate brings over...Senior
$59.1k - $120.2k
ADP is seeking a Client HR Business Partner III based in California to support their largest clients by providing expert HR consulting. The role focuses on proactive problem resolution... ...comprehensive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr ADPSeniorRetirement$200k - $250k
...President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based... ...Primary responsibilities include managing client relationships, facilitating the planning #J-18808-Ljbffr Wealth Enhancement Group, LLCSeniorRemote jobFlexible hours- ...seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals will manage top clients and develop new relationships, overseeing significant revenue generation. Applicants should have a bachelor's degree in finance or...Senior
- Volunteers of America Los Angeles is seeking a Senior Case Manager II to mentor the case management team and ensure services meet client needs. The role blends administrative... ...will assess client needs, develop service plans, coordinate referrals, conduct follow-ups,...Senior
- GoodRx is seeking a seasoned Manager, Client Success to lead a team of Account Managers handling top-tier Pharma and Agency clients. You’ll mentor staff, ensure client satisfaction and renewals, and drive contract expansion through strategic guidance and data-driven recommendations...Contract work
- Jobtailor seeks a knowledgeable Retirement Plan Administrator Support specialist to provide day-to-day service for Plan Premier Third-Party... ..., and liaise with sponsors and business partners to educate clients on web tools and admin features. Strong knowledge of retirement...Retirement
- ...services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will... ...advising and enjoy various perks like passive income opportunities and a retirement savings program. #J-18808-Ljbffr Bankers LifeRetirementFlexible hours
- ...of Developmental Services is seeking a Speech Pathologist II to plan and supervise speech therapy clinics. The position involves... ...benefits including medical, dental, and vision insurance, as well as retirement benefits. This role requires good interpersonal skills and the...SeniorRetirement
$84.5k - $135k
A leading brokerage firm is seeking a Private Client Senior Placement Lead to oversee the PCS Marketing Specialists and drive strategic placement initiatives. With a focus on leadership and mentorship, the successful candidate will need extensive experience in Private...SeniorFull time$200k - $240k
...dynamic energy transformation firm in California is seeking a Senior Client Delivery Director to oversee the Customer Program Delivery Team. This role involves strategic client engagement, resource planning, and driving innovation in energy efficiency programs. The ideal...Senior- ...Supervisor to oversee media strategy for client programs and act as the primary media lead for assigned accounts. You will guide cross-channel planning, partner with client services, and... ...mindset and proven leadership are essential for success. #J-18808-Ljbffr tmpSenior
- Jobtailor seeks a skilled Workday Payroll consultant to implement and configure enterprise-scale payroll solutions for clients in the United States. You will leverage your... ...Benefits interdependencies, and help drive successful delivery under tight deadlines while maintaining...Senior
- DuCharme, McMillen & Associates, Inc. is seeking a Senior Tax Manager to provide strategic leadership across a portfolio of clients and teams. This role oversees complex Business... ...quality, and drives growth. You will lead major client engagements, review analyses, develop...Senior
- ...Overview The ideal candidate for the Institutional Retirement Plan Consultant role at Relation Wealth Management is a knowledgeable and dynamic... ...Thoroughly understands ERISA regulations and ensures that clients remain compliant with all legal and fiduciary responsibilities...RetirementLocal area
- ...& Professional is seeking a Legal Customer Success Consultant to manage and nurture relationships with Law Firm Clients, ensure onboarding success, ongoing training... ...feedback to improve products. You will lead training plans, monitor usage metrics, and develop retention...
- ...established industry player is on the lookout for a Senior Compliance Consultant to join their dynamic team. This role offers the chance to work closely with clients, ensuring their compliance needs are met while leading a talented team. With a focus on regulatory...Senior
- Oliver Wyman is seeking a Principal to lead complex client engagements within the Consumer, Telco & Technology practice. You will guide day... ...outcomes. Ideal candidates bring 7+ years in strategy consulting, strong analytical and communication skills, and a proven track...
- ...smartest people in the industry Lead consulting engagements, typically our... ...sophisticated and complex clients with 5,000+ employees Play... ...marketplace overviews; strategic planning, procuring, developing and... ...organizational strengths successfully Superior business acumen, analytical...Senior
- Responsibilities Developing and executing a strategic marketing plan Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders Execute integrated marketing programs across multiple channels Develop marketing initiatives designed...SeniorRetirement
- Domu Technology Inc. is looking for an AI Deployment Strategist in California to manage client relationships and ensure successful enterprise account deliveries. You will execute proactive upsells, engage with C-suite executives, and translate feedback into actionable...
- Lead all aspects of onboarding for complex Pension... ...Ensure successful implementation and transition... ...manager for plan sponsors, consultants, prior recordkeepers... ...effectiveness, scalability, and client experience Act as a... ...of experience in retirement services, pension...SeniorRetirement
$212k - $318k
...seeking a Partner, Senior Health Actuary... ...) provides our clients with high-... ...on you to: Lead actuarial and financial... ...to have: Consulting experience with... ...Demonstrated success in business development... ...or health plans Expertise in... ...and other retirement programs as well...SeniorRetirementMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$22.05 - $23.22 per hour
...medical, dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Lead Monitor II will arrange... ...safety for program clients, visitors and employees... ...around the clock, plan personal shifts to observe... ...30 days of hire, must successfully complete VOALA safety training...RetirementHourly payWork at officeLocal areaShift work$195.26k - $268.49k
...practices and align with client objectives and... ...customers. Serve as a lead and manage the technical... ...Architects and Consultants to develop the clear... ...stakeholders, to ensure successful planning and execution of the... ...participate in our medical, retirement, and other company‑...SeniorRetirementWork from homeFlexible hours2 days per week$100k - $115k
...Washington, D.C. Gibson Dunn is a leading global law firm, advising clients on significant... ...of our U.S. offices, the Senior Billing Specialist will be... ...absolutely essential for success in this position. Ability... .... Benefits: Health care; retirement benefits; paid days off,...SeniorRetirementWork at officeLocal areaFlexible hours
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