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Reposted 9 Days AgoSaved
In-Office or Remote
6 Locations
80K-100K Annually
Senior level
80K-100K Annually
Senior level
Financial Services
The Content Specialist develops and oversees marketing content, collaborates with stakeholders, ensures effective messaging, and utilizes AI tools, focusing on user experience across various media.
Top Skills: Ai Copywriting ToolsCms SoftwareMicrosoft Office Suite
Reposted 12 Days AgoSaved
In-Office or Remote
4 Locations
Mid level
Mid level
Financial Services
The Defined Benefit Consultant provides guidance on ERISA compliance and plan design, ensuring client issues are resolved promptly and accurately. They mentor coordinators and assist with all aspects of retirement plans including testing, document needs, and IRS deadlines.
Top Skills: ExcelOutlookRelius SoftwareWord
Reposted 13 Days AgoSaved
In-Office or Remote
5 Locations
Senior level
Senior level
Financial Services
Manage relationships with financial advisors and distribution intermediaries, drive business growth, and support client retention through strategic service and solutions.
Top Skills: ExcelMS OfficePowerPointWord
Reposted 14 Days AgoSaved
In-Office
8 Locations
Mid level
Mid level
Financial Services
As a Software Engineer, you will design, develop, and maintain .NET applications, including migrating legacy systems, with a focus on quality code and continuous improvement.
Top Skills: .Net Framework 4.5+Asp.NetAzure DevopsC#DockerHTML5JavaScriptJenkinsJqueryJSONKnockout.JsKofax CaptureKubernetesMicrosoft Sql ServerOraclePythonXML
14 Days AgoSaved
In-Office
Dresher, PA, USA
Entry level
Entry level
Financial Services
The Operations Associate supports internal and external clients by processing operational tasks, ensuring timely and accurate document handling, and meeting service level agreements.
Top Skills: ExcelMs-OfficePowerPointVisioWord
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16 Days AgoSaved
In-Office or Remote
4 Locations
Senior level
Senior level
Financial Services
The Client Relationship Manager oversees relationships with mid and large market clients, ensuring satisfaction, retention, and strategic improvement in operations. This role requires strong collaboration within teams and industry knowledge to drive client success and revenue growth.
Top Skills: Microsoft Office Products (ExcelPowerpoint)Word
21 Days AgoSaved
Remote
2 Locations
Mid level
Mid level
Financial Services
The Quality Assurance Analyst ensures accurate processing of transactions, identifies inefficiencies, supports quality control, and collaborates with teams to improve processes.
Top Skills: ExcelMs-OfficePowerPointWord
21 Days AgoSaved
In-Office or Remote
4 Locations
Senior level
Senior level
Financial Services
The Communications Consultant focuses on educating clients about nonqualified retirement plans. Responsibilities include creating communication campaigns, writing materials, working with Marketing, and ensuring compliance and accuracy of communications.
Top Skills: AdobeBrainsharkIllustratorMs Suite
Reposted 21 Days AgoSaved
In-Office or Remote
7 Locations
Senior level
Senior level
Financial Services
Responsible for reviewing client deliverables related to pension law, actuarial valuations, and compliance ensuring service standards are met.
Top Skills: MS OfficePension Valuation Software
Reposted 21 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Financial Services
The ERISA Compliance Specialist advises clients on ERISA compliance, manages projects, and develops reports, ensuring regulatory compliance and optimal retirement plan administration.
Top Skills: Ms-ExcelPower PointWord
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