2w
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Retirement Plan Advisor
Charlotte or Raleigh
HybridFull Time
7+ YOEBachelor's preferred; 7+ years retirement plan experience; Series 6/7 and 63/65 required; knowledge of qualified plan investments and RPAG tool; strong communication and organizational skills.
RPAG Retirement Plan Fiduciary analysis tool
1mo
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Stock Plan Manager
Charlotte, North Carolina, United States
OnsiteFull Time
4+ YOEBachelor's degree in finance/accounting/business or equivalent; 4 years equity compensation or stock plan administration experience at a publicly traded U.S. company; strong equity plan knowledge, analytical skills, and regulatory reporting experience.
4w
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Senior Retirement Plan Advisor
Atlanta or Charlotte
$75k-$132k/yr OnsiteFull Time
5+ YOEManage 30–50 retirement plan client relationships; 5+ years retirement plan experience; Series 65 required; strong plan design, compliance, and investment knowledge; Microsoft Office/CRM/MS Teams/Zoom proficiency; excellent communication.
Microsoft Office, CRM, Microsoft Teams, Zoom
4d
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Stock Plan Administrator
San Francisco or Jacksonville or Charlotte or Seattle or Cottonwood Heights or New York City or Frisco
$106k-$198k/yr OnsiteFull Time
3+ YOE3-5 years public company equity administration experience; Bachelor’s required; CEP or ECA preferred; Fidelity NetBenefits (SPS) and advanced Microsoft Excel required; familiarity with Alteryx, Python, SQL; strong critical thinking.
Fidelity NetBenefits (SPS), Microsoft Excel, Alteryx, Python, SQL
2mo
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Retirement Plan Advisor, Workplace Wealth Solutions
Charlotte or Dallas or Nashville or Weehawken
$90k-$120k/yr OnsiteFull Time
3+ YOE3+ years in institutional or client-facing financial services or retirement plan consulting preferred; working knowledge of investment concepts, fiduciary standards, and retirement plan operations; FINRA Series 7 and 66; CRPS or Investment Management Essentials (or ability to obtain); strong relationship and communication skills.
2d
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Retirement Plan Operations Specialist
Arizona or Florida or Georgia or Idaho or Kansas or Louisiana or Michigan or Minnesota or North Carolina or Charlotte or Durham or Raleigh or Greensboro or Nebraska or Texas or Utah or Virginia or Missouri or Oklahoma
$24/hr RemoteFull Time
Associate or bachelor's preferred, strong Excel/Word/Outlook skills, attention to detail, customer service and analytical ability, must pass background check and meet WFH tech requirements, 18+ and strong communication.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2w
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Retirement Plan Sales Director (SE Region)
Charlotte or Atlanta or Greensboro or Miami or Orlando or Raleigh or Tampa or West Palm Beach or United States
$215k-$480k/yr RemoteFull Time
5+ YOE5+ years defined contribution retirement plan sales experience, bachelor’s or equivalent, ability to obtain Series 6, Series 63 and Life & Health licenses within 120 days, strong sales and communication skills, willingness to travel up to 50%.
4w
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Senior National Retirement Plan Consultant
Minneapolis or Charlotte
$80k-$95k/yr HybridFull Time
5+ YOE5+ years in financial services/sales/wholesaling, bachelor’s degree or equivalent, Series 7 and state registrations (S63/S66, S65/S66) active or obtainable within 120 days, clean compliance record, strong phone and communication skills.
Salesforce.com, Microsoft Teams
2mo
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Nonqualified Deferred Compensation Plan Communications Consultant
Dresher or Greensboro or Lake Mary
RemoteFull Time
7+ YOESeven+ years in retirement plan marketing or benefits communications; strong editing, writing, and project management; proficient in MS Office, Adobe Illustrator, Brainshark; keen attention to detail.
Microsoft Office, PowerPoint, Adobe Illustrator, Brainshark
3mo
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Manager, Oracle Fusion Forecast To Plan
Los Angeles or Atlanta or Chicago or Charlotte or Dallas or Houston
OnsiteFull Time
8+ YOE8+ years Oracle applications experience, 3+ years leading Oracle Fusion Forecast to Plan, 5+ years ERP/cloud conversion experience, Bachelor's degree, PMP or Oracle Cloud Application Technology preferred, up to 80% travel, U.S. work authorization required.
Oracle Fusion Forecast to Plan, Oracle Cloud
3w
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National Financial Consultants (NFC) - Plan Event Team-5
Charlotte or New York
$73k-$96k/yr HybridFull Time
3+ YOE3+ years experience, FINRA Series 7 and 63 registrations, life & health insurance license within 120 days, university degree preferred, strong financial planning and client relationship skills.
1mo
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VP, Retirement Plan Services - NC - Charlotte
Charlotte, North Carolina, United States
HybridFull Time
3+ YOE3+ years in financial services; licenses (Series 6/7, 63, 65/66 or equivalents); state insurance licenses; bachelor's degree preferred; travel up to 25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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Executive Director, Product Management -Floor Plan and Channel Finance
Charlotte or Irving
HybridFull Time
6+ YOE3+ Mgmt6+ years product management; 3+ years leadership; financial services and floorplan financing; AI/tools; hybrid/onsite; ~10% travel.
1mo
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Global Employer Services Senior Associate-Retirement Plan Services-ESOP Administration Focused
Minneapolis or Richmond or Norfolk or Jacksonville or Chicago or Charlotte or Cleveland
$74k-$131k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience; strong research, analytical, and communication skills; experience in compensation or consulting preferred; proficiency with Microsoft Office and statistical software; supervisory experience on engagements.
Statistical software packages, Microsoft Office Suite, Microsoft Excel, Microsoft Word
2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
2mo
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Planning and Scheduling Supervisor
Gastonia, North Carolina, United States
$85k-$95k/yr OnsiteFull Time
1+ YOEPlan and manage US production planning, master schedule, SAP usage, and supplier coordination to ensure on-time shipments and optimal OEE.
SAP
3mo
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Adaptive Planning Consultant
Atlanta or Boston or Charlotte or Chicago or Dallas or Los Angeles or New York or San Francisco
$72k-$90k/yr HybridFull Time
2+ YOE2+ years Adaptive Planning consulting; current Adaptive Planning certification; advanced Excel; strong communication, client relations, and business analysis skills.
Adaptive Planning, Microsoft Excel, OfficeConnect, Data integration, ERP, CPM, Analytics, RPA
3mo
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Director, Enterprise Financial Planning
Charlotte, North Carolina, United States
$170k-$206k/yr HybridFull Time
12+ YOE12+ years in enterprise FP&A/controlling or corporate finance; multi-entity planning and consolidation; strong Excel and planning tools; CPA or CMA preferred but not required.
Excel, ERP, Planning tools
3mo
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Vice President, Financial Planning Director - Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOEBachelor’s degree; CFP designation; 5+ years delivering financial plans to high-net-worth clients; tax/estate planning knowledge; Series 7 and 66 preferred; proficiency with planning platforms.
MoneyGuidePro, Morgan Stanley proprietary planning tools
2w
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Materials Planning Manager
Mocksville, North Carolina, United States
$191k/yr OnsiteFull Time
4+ YOE5+ MgmtBachelor's degree, 5+ years people management, 4+ years materials/planning experience, 3+ years ERP/MRP use, intermediate-advanced Excel; Lean and supply planning expertise.
ERP/MRP, Oracle R12, Microsoft Excel