Senior Investment Consultant, Retirement Plans
USI Insurance Services
USI Insurance Services is seeking an IAS Associate Investment Consultant to support investment advisory for retirement plan clients. In this role, you'll analyze investment performance, develop strategies, and manage client portfolios to meet fiduciary standards and objectives. Your responsibilities include evaluating investment options, collaborating with internal partners, and providing asset allocation guidance. The ideal candidate has a Bachelor’s degree, Series 65 certification, and at least 2 years of related experience. USI offers a competitive benefits package, including health, 401(k), and generous paid time off. #J-18808-Ljbffr USI Insurance Services
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...Accounting. The role focuses on integrating tax strategy into client planning, managing tax compliance, and leading team members. The... ...from $130,000 to $160,000, as well as benefits such as medical, retirement, and PTO. Strong communication and leadership skills are...SeniorRetirementFull timeWork at office- ...Transportation is looking for a Transportation Engineer V to lead the Plan Review Team in Dallas. This role involves managing a team... ...Professional Engineer. The position offers benefits including retirement plans, flexible work schedules, and health premiums fully covered...SeniorRetirementFull timeFlexible hours
- Insurance Administrative Solutions, L.l.c. seeks a skilled professional to manage retirement plans, ensuring compliance and participant support. This role includes administration of retirement plans, oversight of data integrations, and vendor coordination. The ideal candidate...SeniorRetirement
- ## Plan Document Compliance Senior LeadApplylocations: Dallas, TX, USA: Charlotte, NC, USAtime type: Full timeposted on: Posted Yesterdaytime... ...compliance issues relating to defined contribution retirement plans and consults with internal business partners and clients on how...SeniorRetirementWork experience placement
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- ...Financial Advisors in Dallas, Texas is seeking an experienced financial advisor to deliver personalized investment solutions and provide comprehensive financial planning support to clients. The ideal candidate should possess a Bachelor's degree in Finance or a related...Senior
- Investment Sales Associate - Benefit Plans Full-time Dallas-Fort Worth, TX (Remote within Texas) Summr Capital... ...work with HR departments, benefits consultants, and corporate decision-makers to... ...contribution plans, and executive retirement strategies. What You’ll Do Cultivate...RetirementFull timeRemote workVisa sponsorship
- ...annuity, profit sharing and stock bonus plans and trust; and the deduction from income... ...to the requirements under the Employee Retirement Income Security Act of 1974 (ERISA), such... ...their representatives and professional consultants in connection with rulings or technical...Retirement
$140k - $190k
...Senior Manager - Financial Planning & Analysis Lathrop GPM, one of the nation's leading law firms, has an immediate opening for a Senior Manager... ...Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave,...SeniorRetirementTemporary workImmediate start- UMB Financial Corporation is seeking a Retirement Client Advisor to manage a customer portfolio and generate new business opportunities... ...service to clients while educating them on market conditions and investment strategies. Candidates should have a Bachelor’s Degree and a...SeniorRetirement
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...in a digital world. As a Senior Analyst Capacity Planning and Forecasting, you hold... ...you serve as the strategic consultant to our Partner Managers and... ...with our guests. We proudly invest in our Team Members'... ...security for your future Our retirement plans make it easier to save...SeniorRetirementWork at officeRemote workShift workNight shift- ...change. As inventive transformation consultants, we blend our strategic, creative... ...purpose.Your RoleAs a Manager / Senior Manager in Supply Chain Planning Advisory, you will lead complex advisory... ...healthcare coordination in Canada)Retirement savings plans (e.g., 401(k) in the...SeniorRetirementFull timeLocal area
$96k - $144k
...of Business (ROB) Performance & Modeling Senior Associate to join the team. Approve... ...you execute and support the firm’s GTM planning operating model with a primary focus on... ...firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan...SeniorRetirementInternshipSeasonal workWork at officeLocal areaFlexible hoursShift work- ...Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have... ...role offers the opportunity to work in a dynamic and collegial environment. #J-18808-Ljbffr International Search ConsultantsSenior
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...Partner, Senior Health Actuary We are seeking a... ...you need to have: Consulting experience with large... ...innovative networks or health plans Expertise in data... ...capital, people and investments, and management... ...01K savings and other retirement programs as well as employee...SeniorRetirementMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new... ...The role offers competitive compensation and benefits including comprehensive health coverage and retirement plans. #J-18808-Ljbffr AumniSeniorRetirement
- ...relevant licenses. The role demands managing complex credit portfolios and requires excellent sales and relationship management skills. Benefits include medical, dental, and retirement plans, along with vacation and sick days. #J-18808-Ljbffr Dormont Manufacturing CoSeniorRetirement
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$100k - $170k
A global consulting firm is seeking an Associate or Senior Associate to join their Digital Finance Transformation team. This role focuses on modernizing... ...a comprehensive benefits package including healthcare and retirement plans. #J-18808-Ljbffr Alvarez & MarsalSeniorRetirement- ...seeking a Financial Advisor III to assist clients in developing financial plans and providing expert financial advice. You will have the flexibility to focus on areas like retirement planning and investments, fostering long-term relationships with clients. The role requires a...SeniorRetirement
$260k - $390k
...Description Direct Counsel is seeking an Investment Funds Associate Attorney to join a... ...DC; Wilmington, DE Position Type: Senior Associate (6+ years) Practice Area:... ...including medical, dental, vision, and retirement plans. Why Apply This is an excellent opportunity...SeniorRetirementWork at officeRemote work$93k - $157k
...Management Program Manager / Senior Project Manager Location:... ...project execution oversight in a consulting environment and requires... ...risk assessment, and capital planning. The successful candidate... ...prescription drug coverage; a 401(k)-retirement savings plan; and...SeniorRetirementTemporary workFor subcontractorWork at officeLocal areaRemote work- ...ideal candidate has extensive experience building and delivering comprehensive financial plans and is comfortable leading planning conversations across retirement, tax, estate, investment, and risk management strategies. Responsibilities Develop and deliver comprehensive...SeniorRetirement
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