ProSmile: Operates a network of multi-specialty dental healthcare practices.
Customer-focused dental front-desk professional to manage patient concierge, appointment scheduling, treatment plan presentation, payments, and patient communications. High school diploma and dental experience required.
Ascensus: Administers tax-advantaged retirement and education savings plans.
3+ YOE3+ years ERISA/retirement plan experience, financial analysis skills, strong written and oral communication, Excel/Word/Outlook proficiency, Bachelor's degree preferred.
Relius, Microsoft Word, Microsoft Excel, Microsoft Outlook
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEIdeally 2+ years in administrative or operational client support within financial services; strong organization, attention to detail, written/verbal communication; proficiency with Excel, CRM, reporting and document management tools.
Microsoft Excel, CRM systems, reporting dashboards, document management tools
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah
RemoteFull Time
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Experience in 401(k) plan administration and compliance, working knowledge of IRS/ERISA, strong client service and analytical skills, proficiency in Microsoft Excel/Word/Outlook; ASPPA credentials preferred.
Pension Pro, Microsoft Excel, Microsoft Word, Microsoft Outlook
District of Columbia or Delaware or Maryland or New Jersey or Pennsylvania or Virginia or West Virginia
$76k-$100k/yrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
7+ YOE7+ years retirement plan industry experience, bachelor’s degree required, AIF/CRPS/C(k)P preferred, Microsoft Office required, Salesforce.com and Fi360 Toolkit preferred, ability to travel up to 50%, must reside in DC, DE, MD, NJ, PA, VA, or WV.
Johnson & JohnsonNYSE: JNJ: Provides pharmaceutical products and medical technology healthcare solutions.
3+ YOE5+ MgmtMaster's in relevant field preferred; 5+ years leadership experience; 3–4 years planning experience; deep knowledge of OMP, BlueYonder, APO, Demantra and SAP S/4 integrations; strong stakeholder, project delivery, and supply chain planning skills.
Johnson & JohnsonNYSE: JNJ: Develops and manufactures pharmaceutical drugs and medical devices.
3+ YOE5+ MgmtMaster's degree in related field, 5+ years progressive leadership experience, 3+ years planning experience, deep knowledge of planning systems (OMP, APO, BlueYonder, Demantra) and SAP S/4 integrations; JIRA experience; strong stakeholder and program delivery skills.
Johnson & JohnsonNYSE: JNJ: Global healthcare providing pharmaceuticals and medical technologies.
3+ YOE5+ MgmtMaster's degree in related field, 5+ years leadership experience, 3–4 years planning experience, deep knowledge of planning systems (OMP, Blue Yonder, APO, Demantra), SAP S/4 integration, JIRA, strong stakeholder and program delivery skills, 20–30% international travel.
Equity Associate Plan Manager, Workplace Wealth Solutions
Nashville or Weehawken
$70k-$93k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOE3+ years in financial services or equity compensation/plan management preferred; undergraduate degree in business/finance; strong communication, analytical, and stakeholder management skills; CEP preferred.
Equity Associate Plan Manager, Workplace Wealth Solutions
Nashville or Weehawken
$120k-$160k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOE5+ years in financial services or equity compensation/plan management preferred; undergraduate degree in business or finance required; CEP preferred; strong communication, analytical and stakeholder management skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Senior Retirement Plan Sales Executive - Philadelphia/Southern New Jersey
Owings Mills or Philadelphia or New Jersey or United States
$133k-$241k/yrRemoteFull Time
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
Proven retirement plan sales track record in small/mid-market, established territory network, Series 7 and 63 required, FINRA licenses supported, strong presentation and negotiation skills.
Los Angeles or Chicago or Indianapolis or Detroit or Kansas City or Short Hills or New York City or Cleveland or Philadelphia or Dallas or Houston or El Segundo
OnsiteFull Time
KPMG: Global professional services network providing audit, tax, and advisory.
7+ YOEMinimum 7 years SAP experience with 4+ years on SAP S/4 HANA, 3+ full lifecycle implementations, bachelor's degree, deep PTI domain expertise (MRP, production planning/execution, MES integration), strong communication and leadership.
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial: Provides small business and franchise financing solutions.
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOE2+ years external audit experience; experience with Benefit Plans; CPA strongly preferred or pursuing CPA; bachelor's degree; ability to travel; CPA licensing in home state preferred.
Sacramento or Emeryville or Louisiana or Washington or Utah or Texas or Tennessee or South Carolina or Oregon or North Carolina or Nevada or Montana or Missouri or Idaho or Georgia or Florida or Colorado or Minnesota or California or Arkansas or Arizona or Pennsylvania or Virginia or Illinois or Michigan or New Jersey or Ohio
$126k-$189k/yrRemoteFull Time
Sutter Health: Operates an integrated network of hospitals and medical clinics.
5+ YOEBachelor's in actuarial science/economics/mathematics (or equivalent experience), 5+ years actuarial experience, ASA/MAAA preferred, expertise in pricing, modeling, forecasting, SQL and Excel/VBA, strong communication and leadership skills.
Arlington or Washington or Princeton or Berkeley or Stanford or Hamilton or Birmingham or West Lafayette
OnsiteInternship, Part Time
Susan B. Anthony Pro-Life America: Advocates for pro-life legislation and supports anti-abortion political candidates.
Applicants must be 18+, be a recent graduate or currently enrolled in a two- or four-year college program, commit to the full internship term, be a self-starter with strong communication and time-management skills.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine
New York or Jersey City
$123k-$201k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years of experience in quantitative disciplines; AI/ML product knowledge; Excel calculators; financial planning expertise; strong communication; team collaboration.