Indianapolis or Nashville or South Saint Paul or Chicago or Des Moines or Milwaukee or Clayton or Louisville
$98k-$199k/yrOnsiteFull Time
Old National Bank: Provides personal and business banking and wealth management services.
5+ YOE5–10 years ERISA retirement plan sales/consulting experience preferred; strong plan design and fiduciary knowledge; bachelor’s degree preferred; Series 65/66 and ASPPA designations preferred; proven sales track record.
Mahan and Associates: Business management and advisory services for healthcare providers.
QPA required (QKA ideal). U.S. work authorization required; must reside in Middle Tennessee or reliably commute. Responsible for TPA administration, plan design, retirement accounting and tax coordination.
City of Franklin: Provides municipal services and governance for the Franklin community.
4+ YOEAssociate's degree and 4+ years utility-related experience (or equivalent). Valid driver\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000license required; experience reviewing utility plans and proficiency with CAD and Microsoft products.
AutoCAD, MicroStation, Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe, Bluebeam, SCADA
Empower: Provides retirement plan administration and personal wealth management services.
3+ YOE3+ years financial services experience; bachelor's or equivalent experience; Series 6/63/65 registrations within timeline; FINRA fingerprinting; strong presentation, relationship and territory management skills; MS Word/Excel/PowerPoint/Teams proficiency; authorized to work in the U.S.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
Birmingham or Houston or Memphis or Atlanta or Florida
OnsiteFull Time
TrustmarkNASDAQ: TRMK: Provides retail and commercial banking, wealth, and insurance services.
7+ YOE1+ MgmtLeadership in qualified retirement plan sales/administration, ERISA knowledge, team management, strategic growth, and client relationship skills.
AmericanTCS: Provides retirement plan administration and trust custody services.
Perform nondiscrimination testing and Form 5500 reporting, prepare government filings, analyze census and plan data, identify compliance issues, and support clients; strong process knowledge required.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 13 months to 3 years of general experience. Requires retirement plan knowledge, problem solving, data analysis, customer service, and call center software skills.
Retirement Plan Advisor, Workplace Wealth Solutions
Charlotte or Dallas or Nashville or Weehawken
$90k-$120k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
ERISA Services: Third-party administrator for small and mid-sized retirement plans.
5+ YOE5+ years retirement plan administration experience, working knowledge of IRS/DOL regulations, strong client relationship, communication, organizational and problem-solving skills.
FT Williams Plan Administration, PensionPro, PensionPal
Georgia or Florida or Tennessee or South Carolina or Alabama
$135k-$150k/yrRemoteFull Time
Vatica Health: Provides software for healthcare risk and quality management.
5+ YOE5+ years senior sales experience selling to health plans, proven track record exceeding quota, Bachelor’s required (advanced degree preferred), expertise in value-based care, contract negotiation, C-level selling, ability to travel 50-75%.
Director, Health Plan Dental Solutions, DentaQuest
United States or Baltimore or Milwaukee or Hartford or Portland or Nashville or Kansas City or Wellesley
$142k-$212k/yrHybridFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
10+ YOEBachelor's degree or equivalent, 10+ years of health plan-focused business development/sales experience, success with Medicaid and Medicare Advantage plans, established health plan relationships preferred, CRM proficiency, ability to travel regularly.
City of Franklin: Provides municipal services and governance to the local community.
4+ YOEAssociate's degree or equivalent and 4+ years utility-related experience; valid driver\u0019s license; knowledge of water/wastewater practices, CAD, SCADA, and utility regulations.
AutoCAD, MicroStation, Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe, Bluebeam, SCADA
Director, Health Plan Dental Solutions, DentaQuest
United States or Baltimore or Milwaukee or Hartford or Portland or Nashville or Kansas City or Wellesley
$142k-$212k/yrHybridFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
10+ YOEBachelor's degree or equivalent; 10+ years health plan-focused BD/sales experience; experience with Medicaid and Medicare Advantage; established health plan relationships; strong presentation, negotiation, and CRM proficiency; ability to travel regularly.
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
Vori Health: Virtual-first medical practice specializing in musculoskeletal and joint care.
5+ YOE5+ years B2B healthcare sales with 3+ years developing health plan partnerships, track record of quota attainment, Salesforce proficiency, strong financial acumen and executive communication, ability to travel up to 30%.
Senior Plan Coordinator Consultant -Employee Assistance Program
Connecticut or Idaho or Arkansas or Vermont or Georgia or Texas or Minnesota or Montana or Iowa or Michigan or California or Oregon or Maine or Wisconsin or Washington or New York or North Dakota or Kansas or New Jersey or Nebraska or Indiana or Nevada or Rhode Island or Louisiana or Kentucky or Tennessee or Mississippi or Ohio or Oklahoma or West Virginia or Massachusetts or Maryland or South Carolina or Alabama or Missouri or Utah or Arizona or Virginia or South Dakota or Illinois or North Carolina or Florida or Colorado or Pennsylvania or New Hampshire or Wyoming or Delaware
$19-$39/hrRemoteFull Time
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
1+ YOEHigh school diploma or equivalent and at least one year of data entry experience; requires accuracy with high-volume data, communication, organization, problem-solving, and prioritization skills.
Louisville or Cleveland or Nashville or Dallas or San Antonio
$45k-$55k/yrRemoteFull Time
BrightSpring Health ServicesNASDAQ: BTSG: Provider of home and community-based health and pharmacy services.
2+ YOEMinimum 2 years member services or health plan/customer service experience; high school diploma/GED required; proficiency with CRM and Microsoft Word/Excel/Outlook; strong verbal/written communication, empathy, and regulatory (CMS/HIPAA) compliance skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
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.
Minneapolis or Alabama or Arizona or Arkansas or Delaware or Florida or Georgia or Idaho or Illinois or Indiana or Iowa or Kansas or Louisiana or Mississippi or Nevada or North Carolina or North Dakota or New Mexico or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Wisconsin
$69-$104/hrRemoteFull Time
Hennepin Healthcare: Provides public healthcare and specialized trauma services.
5+ YOE3+ MgmtBachelor's in finance/accounting/business,5+ years healthcare finance with 3+ years leadership,expertise in FP&A,financial modeling,budgeting,Excel and BI tools;CPA/CMA and MBA preferred.
Microsoft Excel, PowerPoint, ERP, General Ledger, Decision Support, Business Intelligence, EMR, Epic, Strata jazz