- Equitable (Charlotte, NC)
- …include, but are not limited to: + Maintaining a strong understanding of ERISA/ retirement plan product offerings including 401k, 403(b)(7), SEP, Simple ... products, advisory solutions, insurance products and retirement plan business. Responsibilities of the Product Manager...and Services :** Knowledge of major products and services and product and service … more
- Lincoln Financial (Jefferson City, MO)
- …at a Glance** We are excited to bring on an accomplished **Compliance Consultant** to our Retirement Plan Services / Product team to work in our Fort Wayne ... with products including annuities, life insurance, group protection, and retirement plan services . With our...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more
- Manulife (Boston, MA)
- …integrity of test files sent during implementation. + Understand and explain purpose of the retirement plan product and the required data to enable the ... to be at the forefront of transformation, innovation and service excellence for our US Retirement business....or related experience required. + Firm understanding of US Retirement marketplace and Plan Provider Services… more
- USAA (Tampa, FL)
- …and strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and refers ... events and understands the role of annuities in a retirement income plan . Documents relevant information as...plan , as well as USAA's financial products and services . + Integrate risk management tools, products, and strategies… more
- T. Rowe Price (Baltimore, MD)
- …equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach ... matter to you . Role Summary The Head of Retirement and Multi-Asset Product is responsible for...Competitive compensation + Annual bonus eligibility + A generous retirement plan + Hybrid work schedule +… more
- Manulife (Boston, MA)
- …go. As part of Manulife, Manulife John Hancock Retirement provides retirement solutions to retirement plan sponsors, advisors, consultants, third-party ... leader by attending, presenting and delivering thought leadership insights related to retirement plan participants. **Key Shared Accountabilities:** + As part of… more
- Manulife (Boston, MA)
- …preferred. + Extensive experience in product management within the financial services or retirement investment sector. + Demonstrated success in developing ... our global wealth and asset management segment, we serve individuals, institutions, and retirement plan members worldwide. Our principal operations are in Asia… more
- Fifth Third Bank, NA (Chicago, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Sr Retirement Plan Consultant serves as the primary ... contact for assigned Retirement Plan Advisory Services ("RPAS")...issues such as plan design, compliance, and service provider product developments. Knowledgeable of the… more
- Lincoln Financial (Fort Wayne, IN)
- …to bring on a **Customer Service Representative** to support the Retirement Plan Services business (bilingual opportunities available!). This role ... a subject matter expert and educate them about the retirement plan using excellent customer service...with products including annuities, life insurance, group protection, and retirement plan services . With our… more
- ADP (Dallas, TX)
- …Summary:** The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ... ADP Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more