1w
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Defined Contribution Solutions Partner
Chicago or New York or Atlanta
$200k-$280k/yr HybridFull Time
10+ YOE10+ years in defined contribution or related retirement/benefits roles, bachelor’s degree or equivalent, proven revenue growth and client-facing experience, strong commercial and communication skills.
1w
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Defined Contribution Solutions Partner
Chicago, Illinois, United States
$200k-$280k/yr HybridFull Time
10+ YOE10+ years in defined contribution or related retirement roles, proven revenue growth and client-facing skills, bachelor’s in math/finance/economics or equivalent, executive presence and cross-team collaboration.
3w
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Defined Contribution Senior Consultant
United States or Boston or Greenwood Village or Covington or New York or Westlake or Merrimack or Chicago or Smithfield or San Francisco
$110k-$222k/yr RemoteFull Time
12+ YOE12+ years in retirement benefits or consulting, bachelor’s degree preferred (quantitative fields), deep DC plan design and regulatory knowledge, strong client relationship and communication skills; QKA/QKC/CPC/CEBS a plus.
2w
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Senior Defined Contribution Consultant
St. Louis or Chicago or Minneapolis or Pittsburgh
$85k-$169k/yr HybridFull Time
4+ YOE4+ years experience providing investment advice and consulting for retirement plans; strong DC knowledge (fiduciary, investments, plan design), presentation and client relationship skills.
2w
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Senior Defined Contribution Consultant
St. Louis or Chicago or Minneapolis or Pittsburgh
$85k-$169k/yr HybridFull Time
4+ YOE4+ years experience providing investment advice and retirement plan consulting; strong DC knowledge including fiduciary, investments, plan design, vendor management, and client presentation skills.
2mo
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Defined Contribution Investment Director
Philadelphia or Cincinnati or Atlanta or Dallas or Chicago or Charlotte or Raleigh or Cleveland or Denver
$80k-$242k/yr OnsiteFull Time
8+ YOE5+ MgmtExperience leading retirement plan investments, fiduciary services, or investment advisory leadership; knowledge of ERISA, 3(21) and 3(38); proven people leadership; strong communication; CFA preferred.
Investment platforms, Analytics tools, Advisor reporting tools, Fiduciary compliance tools
2mo
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Retirement Specialist - Canada
Chicago, Illinois, United States
$64k-$96k/yr RemoteFull Time
3+ YOEBachelor’s degree; 3+ years retirement plan administration; Canadian defined contribution/defined benefit plans; Canadian compliance; proficiency with MS Office; Workday experience a plus.
Workday, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
3mo
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DC Plan Administrator
Chicago, Illinois, United States
$75k-$95k/yr RemoteFull Time
Experience administering defined contribution retirement plans; ERISA knowledge; familiarity with administration software and client communication.
ASC, Datair, Relius, FTWilliam
3mo
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DC/DB Senior Compliance Consultant
Work From Home or Boston or Greenwood Village or Covington or New York or Westlake or Merrimack or Chicago or Smithfield or San Francisco
$110k-$222k/yr RemoteFull Time
12+ YOESenior consultant with 12+ years in retirement benefits; JD or ERISA credentials; expertise in qualified Defined Contribution/Defined Benefit plans; ERISA/IRS/DOL compliance; drafting plan documents; strong communication and leadership skills.
2mo
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Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago
Chicago, Illinois, United States
OnsiteFull Time
2+ YOE2+ years sales experience; knowledge of defined contribution/recordkeeping; Series 7 and 63 licenses; Bachelor's degree; strong communication and presentation skills.
1mo
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
1mo
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Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago
Chicago, Illinois, United States
OnsiteFull Time
5+ YOEBachelor's degree; 5+ years in defined contribution/retirement or digital financial planning; strong writing/presentation skills; advanced Excel and PowerPoint; multi-asset portfolio experience; prior product or client portfolio management exposure.
Excel, PowerPoint, Financial analytics tools