Retirement Plan Consultant jobs

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SENIOR HCM REPORTING & ANALYTICS CONSULTANT - WORKDAY SUCCESS PLANS

Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks.. Troubleshooting product configuration to resolve or provide optimal product conf...

CompanyWorkday
AddressNew York, NY
CategoryInformation Technology
Date Posted a week ago See detail

Senior HCM Reporting & Analytics Consultant - Workday Success Plans

Workday

New York, NY

Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks.. Troubleshooting product configuration to resolve or provide optimal product conf...

Oracle Cloud Planning Consultant

Comcentric

Mountain View, CA

Analyze the existing Supply Chain processes for areas that can be improved further, and provide insight and assessments for optimizing Oracle SCP & ODP modules. Collaborate with all stakeholders. Implement identified improvements...

Behavioral Health Medical Director Opening North of Boston, MA - Retirement Plan

Enterprise Medical Recruiting

Massachusetts, United States

We offer telehealth and flexible service location options.. Provide direct outpatient psychiatric services. . Complete comprehensive evaluations, diagnosis, treatment planning, counseling, and psychopharmacological treatment. . In...

Child and Adolescent Psychiatrist Opening North of Boston, MA - Retirement Plan

Enterprise Medical Recruiting

Massachusetts, United States

Our Community Behavioral Health Center serves as an entry point for the treatment of urgent and ongoing behavioral health challenges and substance use disorder (SUD) for youths, adults, and their families.. We also offer telehealt...

Senior Business Analyst, Retirement & Pension - Consulting - Now Hiring

Cognizant Technology Solutions

Los Angeles, CA

The Cognizant Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and Gartner. Responsibilities Serve as Senior Business...

Retirement Plan Specialist

Guidant Financial

Odessa, TX

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

Assistant Client Manager- Retirement Plan Services - Now Hiring

Alera Group

Scottsdale, AZ

$24 to $28.84 per hour

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her...

Senior Financial Functional Consultant-Workday Success Plans, Advisory Consulting

Workday

New York, NY

Expertly and consistently provide excellent customer service. Engage customers to quickly understand business requirements. Share their broad experience with industry practices. Adapt and succeed independently in complicated situa...

Senior Benefits and HCM Consultant - Workday Success Plans

Workday

New York, NY

Conducting research to ensure understanding of customer questions and related Workday concepts.. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations,...

Director of Operations, Wealth Services and Retirement Plan Services

Alera Group

Chicago, IL

Lead major or multiple projects with significant scope, complexity and impact in an ever-changing environment. Collaborate with practice leaders and other functional areas to accomplish objectives. Seek opportunities and solicit f...

Wealth Management Planning Consultant - Manhattan, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certification...

Retirement Plan Specialist

Guidant Financial

Overland Park, KS

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

Senior Associate, Retirement Plans Analyst

Kpmg

Houston, TX

$53.6K - $67.8K a year

Support administration of the firms pension and savings plans and function as one of several subject matter experts for the plans that KPMG administers; communicate directly with partners, employees, and retirees about their bene...

Retirement Plan Specialist

Guidant Financial

Chanhassen, MN

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

Planning Consultant - Park Ave, NY

Fidelity Investments

New York, NY

$60,000 - $100,000 a year

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professiona...

Financial Planning Consultant

The Finovation Company

Remote

From $65,050 a year

Tier 1 (0-3 Years Experience): $65,050. Tier 2 (4-7 Years Experience): $284,033. Tier 3 (8-10 Years Experience): $502,278. An entrepreneurial mindset is mandatory. Enjoy helping others. Prior sales and/or business experience prefe...

Personal Financial Planning Consultant

Los Monitos Language Company

Remote

$20,000 - $80,000 a year

Flexible schedule. Choose your own hours. Are you comfortable with 100% commission-based / 1099 income (can be done PART-TIME?). This work is in the Financial Services industry. Are you confident that you could pass a federal back...

Senior Retirement Consultant-Spanish fluent

Alliance For Federal Employees, Inc

Remote

$120,000 - $400,000 a year

Providing educational and consultative services to your clients, presenting the latest information about the financial services and retirement options available to them. Becoming a knowledgeable, reliable, certified source for fed...

Retirement Plan Advisor

Empower

Greeley, CO

$72,900 - $102,900 a year

Develop and maintain strategic partnerships with key stakeholders for each location within the assigned territory or for assigned employer-sponsored plans Conduct Retirement Readiness Reviews, individual meetings and group present...

Financial Planning Consultant Enterprise Finance

Wakemed

Olin, NC

Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstandin...

Financial Planning Consultant

Voya Financial, Inc.

Hartford, CT

Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya's Retail IRA business. Conduct nee...

Retirement Plan Education Specialist

Voya Financial, Inc.

Sacramento, CA

Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to c...

Retirement Plan Advisor

Empower

Dublin, CA

$83,300 - $117,650 a year

Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...

Retirement Plan Advisor

Schoolsfirst Federal Credit Union

Redlands, CA

Provides World-Class Personal Service in every Member and non-Member interaction. Promotes the credit union's retirement products and services to existing and potential Members through district and school visitations, promotional...

Retirement Plan Advisor

Empower

Manchester, NH

$69,400 - $98,050 a year

Develop strategic partnerships with key contacts in each location and agencies within assigned territory Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using...

Retirement Plan Admin Assistant

Teksystems

Fort Worth, TX

Maintain a designated number of 401(k) Plans. Initiate and respond to basic client communication and inquiries. Document all plan transactions during the year (loans, distributions, rollovers, contributions). Perform annual review...

Retirement Plan Termination Specialist

Ss&C

Quincy, MA

$55,000 - $65,000 a year

Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance: Unlimited Personal & Va...

Retirement Plan Specialist

Guidant Financial

Newton, NC

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

Manager/Sr. Manager Retirement Plans

Sullivan & Cromwell

New York, NY

$150,000 - $250,000 a year

Work closely with actuaries, investment advisors, trustee and record-keeper, auditors and Members of the Investment Committee to monitor plan assets and changes in the asset portfolio. Coordinate DB pension calculations and annua...

Retirement Plan Specialist

Guidant Financial

Tempe, AZ

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...