Retirement Advisor Stellenangebote


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92 Jobs für Retirement Advisor


Stellenangebote Retirement Advisor Jobs


Job gestern bei StepStone gefunden Deutsche Post AG

Platform Lead SAP S/ 4HANA (f/m/x)

• Bonn Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten Homeoffice möglich Sabbaticals Work-Life-Balance [. .. ] and evolve the global SAP S/ 4HANA Finance Template, driving standardization across divisions and countries while accommodating local legal requirements where necessary. Finance Process Leadership : Act [...]
MEHR INFOS ZUM STELLENANGEBOT[...] as a trusted advisor to Finance, IT, and project stakeholders on SAP Finance processes and transformation opportunities, showcasing deep expertise across FI-GL, Accounts Receivable (AR) , Accounts Payable (AP) , Asset Accounting (AA) , Bank Accounting, Tax and e-Invoicing Compliance topics Transformation Delivery : Lead and support all phases of SAP Finance [. .. ] Finance and IT stakeholders, balancing global standardization objectives with local business and statutory requirements. Your benefits Competitive compensation package with 20 variable part Company pension plans and other forms of retirement provision Salary conversion for environmentally friendly commuting, leasing of company bicycle or lease of electric company car. Alternatively conventional vehicles are available too Flexible working arrangements, such as part-time options or remote work possibilities Health and well-being initiatives, such as sabbaticals or measures to promote a healthy work-[. .. ]

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Job gestern bei StepStone gefunden AWIN AG Head of Tax (f/m/d) • Berlin Führungs-/ Leitungspositionen Homeoffice möglich [. .. ] on initiatives to drive business growth, leveraging your specialist skills. Skills Expertise Masters degree in Economics with a focus on Accounting/ Finance or Masters degree in Law. [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Qualified German Tax Advisor (Steuerberater) . At least 7 years of relevant experience within Tax Advisory and/or industry roles preferably with at least 3 years of leadership experience. High degree of competence in Microsoft Excel and ideally knowledge of Microsoft Dynamics AX or D365. Ability to handle multiple tasks in a fast-paced [. .. ] to support you in setting up a comfortable workspace at home. Pension: Awin offers access to an additional pension insurance to all employees in Germany and contributes regularly to your retirement savings. Business Bike Leasing : Take advantage of our bike leasing scheme and support a more sustainable way of commuting. Benefit Selection Scheme : After 3 years of service, you can choose from a range of benefits up to a value of 900 per year. In addition, youll benefit from [. .. ]

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Job vor 14 Tagen bei Mindmatch.ai gefunden Planview

Customer Value Engineer

• Düsseldorf, NW [. .. ] Customer Value Advisors to validate feasibility, align scope and success measures, and create a clear handoff into implementation and ongoing value management. This role is designed for [...]
MEHR INFOS ZUM STELLENANGEBOT[...] an expert practitioner-advisor who can move comfortably between executive conversations, technical solutioning, implementation realities, and cross-functional decision-making. Who are you? You bring strong technical fluency in work and resource management, portfolio planning, enterprise agile, or related disciplines, combined with the business acumen to connect product capabilities to measurable customer outcomes. You [. .. ] paid days off per year to recharge and relax. Generous PTO offerings (region dependent) . Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planviews Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/ environment. Now is a great time to join our team. If you are looking for [. .. ]

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Job vor 14 Tagen bei Mindmatch.ai gefunden Planview Customer Value Engineer • Frankfurt [. .. ] Customer Value Advisors to validate feasibility, align scope and success measures, and create a clear handoff into implementation and ongoing value management. This role is designed for [...]
MEHR INFOS ZUM STELLENANGEBOT[...] an expert practitioner-advisor who can move comfortably between executive conversations, technical solutioning, implementation realities, and cross-functional decision-making. Who are you? You bring strong technical fluency in work and resource management, portfolio planning, enterprise agile, or related disciplines, combined with the business acumen to connect product capabilities to measurable customer outcomes. You [. .. ] paid days off per year to recharge and relax. Generous PTO offerings (region dependent) . Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planviews Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/ environment. Now is a great time to join our team. If you are looking for [. .. ]

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Job vor 14 Tagen bei Mindmatch.ai gefunden Planview Customer Value Engineer • Essen, NW [. .. ] Customer Value Advisors to validate feasibility, align scope and success measures, and create a clear handoff into implementation and ongoing value management. This role is designed for [...]
MEHR INFOS ZUM STELLENANGEBOT[...] an expert practitioner-advisor who can move comfortably between executive conversations, technical solutioning, implementation realities, and cross-functional decision-making. Who are you? You bring strong technical fluency in work and resource management, portfolio planning, enterprise agile, or related disciplines, combined with the business acumen to connect product capabilities to measurable customer outcomes. You [. .. ] paid days off per year to recharge and relax. Generous PTO offerings (region dependent) . Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planviews Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/ environment. Now is a great time to join our team. If you are looking for [. .. ]

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Job vor 9 Tagen bei Mindmatch.ai gefunden Novartis Integrated Insight Business Partner (m/w/d) • AT- 9 Wien [. .. ] in close collaboration with senior stakeholders. About The Role Job Description Key responsibilities Act as the primary insights partner to Therapeutic Area and Value Access teams, serving [...]
MEHR INFOS ZUM STELLENANGEBOT[...] as a trusted advisor to senior stakeholders. Translate business strategies into a prioritized insights agenda, defining key questions and driving hypothesisdriven analytics and research plans. Proactively generate forwardlooking insights by identifying market trends, customer behaviors, and competitive dynamics. Align and consolidate insight needs into a unified, businessrelevant roadmap and influence stakeholders with clear, evidencebased [. .. ] our team go far beyond base pay and incentives. We also offer a variety of competitive benefits in kind to help you thrive personally and professionally, such as insurance plans, retirement plans, wellbeing resources and global recognition programs. In addition, we provide flexible and hybrid working options, where possible, and a minimum of 14 weeks paid parental leave. Expected Annual Base Salary Range For Role 66, 918.00-104, 400.00 EUR The salary offered is determined based on genderneutral objectives, [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden

Field CTO, DACH

• München, Bayern Führungs-/ Leitungspositionen Work-Life-Balance [. .. ] move. What You Will Do Executive engagement Run Mistrals Executive Briefing Center with your regional VP; a selective program for C-level stakeholders at strategic accounts. Build and [...]
MEHR INFOS ZUM STELLENANGEBOT[...] sustain trusted-advisor relationships with CIOs, CTOs, CDOs, and VP Engineering across your territory. Thought leadership Publish regularly: articles, whitepapers, and analysis of where enterprise AI is heading. Brief Gartner and Forrester on Mistrals roadmap and market position. Track frontier research and bring it into customer conversations. Conference and event presence Represent Mistral [. .. ] We Offer We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Benefits vary by country and may include healthcare coverage, parental leave, retirement plans, relocation support, wellness programs, meal and transportation allowances, and other location-specific perks. For the most up-to-date details on benefits available in your location, please refer to our Benefits page. Privacy Policy Your privacy matters to us. You can learn more about how we handle your personal [. .. ]

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Job vor 4 Tagen bei Jobleads gefunden Field CTO, DACH • München, Bayern Führungs-/ Leitungspositionen Work-Life-Balance [. .. ] # # What You Will Do Executive engagement Run Mistrals Executive Briefing Center with your regional VP; a selective program for C-level stakeholders at strategic accounts. Build [...]
MEHR INFOS ZUM STELLENANGEBOT[...] and sustain trusted-advisor relationships with CIOs, CTOs, CDOs, and VP Engineering across your territory. Thought leadership Publish regularly: articles, whitepapers, and analysis of where enterprise AI is heading. Brief Gartner and Forrester on Mistrals roadmap and market position. Track frontier research and bring it into customer conversations. Conference and event presence Represent Mistral [. .. ] We Offer We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Benefits vary by country and may include healthcare coverage, parental leave, retirement plans, relocation support, wel. . . #J-18808-Ljbffr 03170910 [. .. ]

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Job vor 9 Tagen bei Jobleads gefunden

Principal Business Consultant-Quality Control

Beratungs-/ Consultingtätigkeiten [. .. ] the Quality practice Thought Leadership: Develop and champion industryleading thought leadership in Quality Control to keep Veeva at the cutting edge of Life Sciences Customer Success: Serve [...]
MEHR INFOS ZUM STELLENANGEBOT[...] as a trusted advisor to executivelevel QC stakeholders, leveraging Veevas data and software to solve their most critical challenges Requirements Experience: 10+ years of Life Sciences Consulting experience (Management Consulting preferred) Track Record: Proven ability to win and deliver 1M+ consulting engagements Expertise: Deep domain knowledge in Quality with heavy focus on Quality Control, [. .. ] Once all interviews are complete, the manager will be in touch with a final decision. Perks Benefits Medical, dental, vision, and basic life insurance Flexible PTO and company paid holidays Retirement programs 1 charitable giving program Unrivaled career progression in a fastgrowing, global team Veeva is a Work Anywhere company. You can work from home or the office on any given day Compensation Base pay: 120, 000-250, 000 The salary range listed here has been provided to comply with local [. .. ]

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Job vor 11 Tagen bei Jobleads gefunden Pre-Sales • Lausanne, Waadt [. .. ] with global Managed Service Provider (MSP) partners, with a particular focus on partners operating from India. The TPM will support the MSP Sales team by acting as [...]
MEHR INFOS ZUM STELLENANGEBOT[...] the trusted technical advisor, helping to expand Nexthinks footprint through technical leadership, enablement, and valuedriven selling across global MSP ecosystems. Key Responsibilities Define and execute the Global MSP technical enablement strategy, equipping partner teams to independently position, demonstrate, and sell Nexthink solutions. Enable MSP partners to integrate Nexthink into their service portfolios and gotomarket [. .. ] of 15 days of basic pay for every completed year of service, provided you have been employed by the company for a minimum of 5 years. Gratuity is payable at retirement or resignation based on your last drawn basic pay. Bonuses for referring successful hires after three months of continuous employment. Please note that not all the benefits listed above are available for temporary, contract, and internship roles. To ensure you have the most uptodate information, we recommend checking with your [. .. ]

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Job am 05.09.2026 bei Jobleads gefunden

Vice President, US M A Tax

Führungs-/ Leitungspositionen [. .. ] the practice, and be rewarded for your efforts. What youll do Oversee international and domestic M A deals, including performing tax due diligence and tax structuring services [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Be a trusted advisor for every Leo Berwick client and partnership Provide timely and quality tax advice, always aiming to exceed client expectations Work closely with Partners and Directors on business development and various technical tax issues dealing with Subchapter C, Subchapter K, inbound and outbound international tax issues Review and assist clients in [. .. ] proactively Benefits Perks North America Unlimited paid time offincluding 2 weeks of disconnected time each year Flexible working arrangements remote and location flexibility Tuition reimbursement Attractive medical, dental insurance Pension retirement contributions Monthly fringe benefit stipend (up to 400) Additional benefits to support your physical and mental wellness Equal Opportunity Statement Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability [. .. ]

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Job am 30.08.2026 bei Jobleads gefunden Principal Solutions Consultant Beratungs-/ Consultingtätigkeiten [. .. ] strategic needs and Pager Dutys product roadmap. You will spend your time evangelizing the Pager Duty Operations Cloud, mentoring our high-performing technical sales teams, and acting as [...]
MEHR INFOS ZUM STELLENANGEBOT[...] a trusted advisor to the C-suite on topics ranging from AIOps and SRE maturity to digital transformation and cloud migration. Key Responsibilities Act as a peer and advisor to customer CTOs and CIOs, helping them navigate complex digital transformations and operationalizing the Pager Duty Operations Cloud within their organizations. Represent Pager Duty [. .. ] regulations. Learn more, including country-specific offerings, on our benefits site. Your package may include: Competitive salary Comprehensive benefits package Flexible work arrangements Company equity ESPP (Employee Stock Purchase Program) Retirement or pension plan Generous paid vacation time Paid holidays and sick leave Dutonian Wellness Days Hibernation Duty-companywide paid days off in addition to PTO Paid parental leave: 22 weeks for pregnant parent, 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local [. .. ]

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Job am 30.08.2026 bei Jobleads gefunden

Head of Tax (f/m/d)

• Berlin Führungs-/ Leitungspositionen [. .. ] on initiatives to drive business growth, leveraging your specialist skills. Skills Expertise Masters degree in Economics with a focus on Accounting/ Finance or Masters degree in Law. [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Qualified German Tax Advisor (Steuerberater) . At least 7 years of relevant experience within Tax Advisory and/or industry roles preferably with at least 3 years of leadership experience. High degree of competence in Microsoft Excel and ideally knowledge of Microsoft Dynamics AX or D365. Ability to handle multiple tasks in a fast-paced [. .. ] to support you in setting up a comfortable workspace at home. Pension: Awin offers access to an additional pension insurance to all employees in Germany and contributes regularly to your retirement savings. Business Bike Leasing : Take advantage of our bike leasing scheme and support a more sustainable way of commuting. Benefit Selection Scheme : After 3 years of service, you can choose from a range of benefits up to a value of 900 per year. In addition, youll benefit from [. .. ]

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Neu Job vor 3 Std. bei Jobleads gefunden Regulatory Affairs Manager EU (m/f/d) - with saralry details • Leverkusen, Nordrhein- Westfalen Work-Life-Balance [. .. ] REACH regulatory processes particularly in evaluation and authorization is a core part of your responsibilities You develop and implement regulatory strategies for Covestros product portfolio and serve [...]
MEHR INFOS ZUM STELLENANGEBOT[...] as a trusted advisor to Business Entities on regulatory matters Representing Covestro in international cross-industry REACH consortia, you coordinate contributions and actively safeguard company interests You engage with industry associations on regulatory topics and ensure Covestros perspective is heard at the right levels Monitoring regulatory developments, assessing their relevance, and driving the implementation [. .. ] Specifically, it means for us: flexible working hours, the compatibility of family and work, active health promotion and the ability to convert part of your salary into long-term or retirement savings. And thats not all. Sounds exciting? Find out more about Covestro and our benefits here: https:/ / www. career. covestro. de/ de/ about-covestro/ covestro-as-an-employer/ employee-benefits #J-18808-Ljbffr 03407689 [. .. ]

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Job vor 2 Tagen bei Jobleads gefunden

Solution Architect-Hotel Technology Enterprise Systems Hybrid AZ

Work-Life-Balance [. .. ] and execution. Identify architecture risks, dependencies, design gaps, delivery constraints, and mitigation options while supporting estimation, planning, sequencing, and delivery quality. Business Partnership Executive Communication Serve as [...]
MEHR INFOS ZUM STELLENANGEBOT[...] a trusted technology advisor to business and technology leadership, helping translate operational needs, platform gaps, regulatory considerations, and business outcomes into architecture direction. Present architecture recommendations, tradeoffs, risks, and futurestate options in clear business terms that connect decisions to reliability, scalability, cost, guest/ member experience, and strategic flexibility. Support vendor evaluations, RFPs, Statements of [. .. ] Vision available day one Vacation/ Sick-accruals start day one Paid company holidays and personalholidays to celebrate whats important to you 401K-company contribution and match (U. S. ) Registered Retirement Savings Plan (RRSP) company contribution and match (Canada) Employee discounts/ hotel discounts Free financial and health wellness programs Tuition Reimbursement Equal Employment Opportunity BWH Hotels (the Company ) maintains a policy of equal employment opportunity for all employees and qualified applicants for employment without regard to race (including hair textures [. .. ]

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Job vor 2 Tagen bei Jobleads gefunden Senior Customer Engineer, Commercial [. .. ] of enterprise solutions scales, we are evolving how we partner with our customers. The Customer Engineer (CE) represents the core driver of our technical go-to-market strategy: a [...]
MEHR INFOS ZUM STELLENANGEBOT[...] trusted advisor who owns the technical relationship from the initial discovery phase through to long-term adoption and ongoing account expansion. Sitting within the GTM organization and reporting to the Regional Customer Engineering Leader, you will not hand off your customers once an initial agreement is reached. Instead, you will operate as [. .. ] Fertility Family Forming Benefits On-demand mental health support and Employee Assistance Program Global Travel Medical Insurance Financial Benefits Short and Long Term Disability Insurance Life Accident Insurance 401 (k) Retirement Savings Plan Employee Stock Participation Plan Time Off Flexible paid time off covering vacation and sick leave Leave programs, including parental, pregnancy health, medical, and bereavement leave What Makes Cloudflare Special? Were not just a highly ambitious, large-scale technology company. Were a highly ambitious, large-scale technology company with [. .. ]

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Job vor 2 Tagen bei Jobleads gefunden

Senior Named Account Executive-High Tech (NY Metro)

[. .. ] outbound campaigns on product and feature roadmap updates. Accurately forecast, build commercial outcomes by running a consistent sales process, including driving next step expectations and contract negotiations. [...]
MEHR INFOS ZUM STELLENANGEBOT[...] As a trusted advisor, build longterm strategic relationships with key accounts, to ensure customer adoption, retention and expansion. Regularly evaluate usage trends and articulate value to show Cloudflare impact and provide strategic recommendations during business reviews. Network across different business units with each of your accounts, and multithread to identify and engage new divisional [. .. ] Accounts Fertility Family Forming Benefits Ondemand mental health support and Employee Assistance Program Global Travel Medical Insurance Financial Benefits Short and Long Term Disability Insurance Life Accident Insurance 401 (k) Retirement Savings Plan Employee Stock Participation Plan Time Off Flexible paid time off covering vacation and sick leave Leave programs, including parental, pregnancy health, medical, and bereavement leave What Makes Cloudflare Special? Were not just a highly ambitious, largescale technology company. Were a highly ambitious, largescale technology company with a soul. [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Supervision Support Specialist-Series 7 [. .. ] Educate advisors on FINRA, SEC, and state regulatory requirements, firm policies, and industry best practices. Assist advisors with securities registration, licensing, continuing education requirements, and related processes. [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Research and resolve advisor inquiries while ensuring adherence to regulatory and firm standards. Escalate complex compliance matters to appropriate supervisory personnel when necessary. Maintain accurate documentation of advisor interactions, requests, and resolutions. Collaborate with Compliance, Licensing, Registration, and Supervision teams to ensure timely issue resolution. Identify opportunities for process improvement and contribute to a [. .. ] besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following: Medical, dental vision Critical Illness, Accident, and Hospital 401 (k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life AD D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden

SVP, Head of Bank Broker-Dealer Channel Distribution

Führungs-/ Leitungspositionen Homeoffice möglich [. .. ] Divisional Vice Presidents, Regional Vice Presidents, wholesalers, and broader distribution teams Build organizational capability through talent development, succession planning, leadership coaching, and performance management Own channel sales [...]
MEHR INFOS ZUM STELLENANGEBOT[...] performance, growth, profitability, advisor engagement, and market expansion Monitor business performance, pipeline activity, productivity metrics, and territory effectiveness Use data, analytics, and market intelligence to optimize resource allocation and channel performance Drive sales initiatives, campaigns, product strategies, and advisor engagement programs Partner with Product Development and Marketing to align solutions with advisor, platform, and [. .. ] banks, independent broker-dealers, home offices, OSJs, and centers of influence Strengthen Prosperity Lifes reputation as an annuity and life insurance provider Serve as a thought leader on distribution trends, retirement planning, and advisor practice growth Requirements 15+ years of progressive leadership experience in financial services distribution, insurance, annuities, wealth management, or retirement solutions 10+ years of leadership experience managing sales leaders and large-scale distribution organizations Proven success leading bank, wirehouse, regional broker-dealer, and independent broker-dealer distribution channels [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Solutions Architect, AI/ Cloudflare Developer Platform [. .. ] of concept/ demonstrations. Your technical knowledge of Cloudflares products and system design will be vital to designing solutions that meet our customers needs and expectations. Serving as [...]
MEHR INFOS ZUM STELLENANGEBOT[...] a trusted technical advisor, Solution Architects guide and enable clients, partners, and teams within Cloudflare on product capabilities, positioning and competitive intelligence. You will form a tight feedback loop with product, product marketing, and technical presales to refine and evolve our products. The ideal candidate possesses a consultative mindset, demonstrable success working with customers, [. .. ] Accounts Fertility Family Forming Benefits Ondemand mental health support and Employee Assistance Program Global Travel Medical Insurance Financial Benefits Short and Long Term Disability Insurance Life Accident Insurance 401 (k) Retirement Savings Plan Employee Stock Participation Plan Time Off Flexible paid time off covering vacation and sick leave Leave programs, including parental, pregnancy health, medical, and bereavement leave What Makes Cloudflare Special? Were not just a highly ambitious, large-scale technology company. Were a highly ambitious, large-scale technology company with [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Director, Strategic Alliances HCM Führungs-/ Leitungspositionen [. .. ] lead follow-up, data sharing, and channel-conflict resolution Partner with Sales to identify, qualify, develop, and close partner-generated opportunities Translate Asures payroll, HR, compliance, time and attendance, benefits, [...]
MEHR INFOS ZUM STELLENANGEBOT[...] retirement, employee self-service, reporting, and managed-service capabilities into partner-facing value propositions Create repeatable partner sales plays, discovery tools, referral criteria, account-mapping strategies, use cases, competitive positioning, objection handling, and field enablement Lead partner onboarding, sales training, pipeline reviews, joint account planning, quarterly business reviews, executive briefings, and [. .. ] revenue Direct experience within the payroll, HCM, HR technology, benefits, retirement, workforce management, HR compliance, or small-business services ecosystem Strong understanding of small and mid-market sales cycles, trusted-advisor channels, referral economics, reseller models, account mapping, pipeline management, forecasting, and executive relationship management Experience developing partner segmentation, joint value propositions, referral motions, co-selling strategies, business cases, and revenue plans Ability to communicate business challenges related to payroll accuracy, HR administration, regulatory compliance, employee experience, benefits coordination, workforce visibility, [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Senior Account Manager Technical Lead Führungs-/ Leitungspositionen [. .. ] and help establish consistent, highquality service practices. Youll also contribute to process improvements and special projects that strengthen operational efficiency and client experience. This is an opportunity [...]
MEHR INFOS ZUM STELLENANGEBOT[...] for an experienced retirement professional to take on significant technical ownership while influencing both client outcomes and team performance. Accountabilities Independently manage assigned retirement plan accounts while maintaining strong client relationships and delivering timely, accurate, and highquality service. Interpret plan documents and apply ERISA, IRS, and DOL requirements to qualified retirement plans, including 403 [. .. ] to ensure deliverables are completed accurately and on schedule. Participate in processimprovement initiatives and special projects designed to enhance consistency, efficiency, and service delivery. Lead or participate in client and advisor meetings, communicate complex information clearly, and manage sensitive or highpriority client relationships. Support client onboarding and transitions by participating in document calls and helping obtain historical plan and platform information. Assist with plan termination activities when required and ensure clients receive appropriate guidance throughout the process. Requirements College degree required, [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Customer Advisor Finance Insurance Advise employees on financial wellbeing, insurance, retirement planning and personal finance Serve as a point of contact via phone, email and digital channels Independently manage customer inquiries from consultation [...]
MEHR INFOS ZUM STELLENANGEBOT[...] through implementation Explain complex topics clearly and in a way that is tailored to the target audience Contribute to the ongoing development of services and processes Requirements Completed [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Supervision Support Specialist-(Series 7 License) [. .. ] Educate advisors on FINRA, SEC, and state regulatory requirements, firm policies, and industry best practices. Assist advisors with securities registration, licensing, continuing education requirements, and related processes. [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Research and resolve advisor inquiries while ensuring adherence to regulatory and firm standards. Escalate complex compliance matters to appropriate supervisory personnel when necessary. Maintain accurate documentation of advisor interactions, requests, and resolutions. Collaborate with Compliance, Licensing, Registration, and Supervision teams to ensure timely issue resolution. Identify opportunities for process improvement and contribute to a [. .. ] besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following: Medical, dental vision Critical Illness, Accident, and Hospital 401 (k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life AD D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in [. .. ]

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Job vor 4 Tagen bei Jobleads gefunden Contracts Manager [. .. ] party risk metrics supporting completeness, accuracy and timeliness of third-party risk activities Assists with acquiring data and providing information during Internal Audit Reviews and Regulatory Examinations Acts [...]
MEHR INFOS ZUM STELLENANGEBOT[...] as an advisor to peers by applying broad range of knowledge, skills, and experiences within the area of risk expertise. What youll have: 7+ years professional experience ideally in vendor management, risk management, internal audit 2+ years of experience working in a highly regulated financial services environment Strong understanding of risk frameworks, regulations, [. .. ] besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following: Medical, dental vision Critical Illness, Accident, and Hospital 401 (k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life AD D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in [. .. ]

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Häufig gestellte Fragen

Wieviel verdient man als Retirement Advisor pro Jahr?

Als Retirement Advisor verdient man zwischen EUR 50.000,- bis EUR 90.000,- im Jahr.


Wieviele offene Stellenangebote gibt es für Retirement Advisor Jobs bei unserer Jobsuche?

Aktuell gibt es auf JobRobot 92 offene Stellenanzeigen für Retirement Advisor Jobs.


Wieviele Unternehmen suchen nach Bewerbern für Retirement Advisor Jobs?

Aktuell suchen 7 Unternehmen nach Bewerbern für Retirement Advisor Jobs.


Welche Unternehmen suchen nach Bewerbern für Retirement Advisor Stellenangebote?

Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Retirement Advisor Stellenangebote:


  • Planview (12 Jobs)
  • Recruiter Vitaly Pryadka (4 Jobs)
  • Deutsche Post AG (1 Job)
  • AWIN AG (1 Job)
  • Novartis (1 Job)
  • Accenture (1 Job)


In welchen Bundesländern werden die meisten Retirement Advisor Jobs angeboten?

Die meisten Stellenanzeigen für Retirement Advisor Jobs werden derzeit in Bayern (10 Jobs), Nordrhein-Westfalen (8 Jobs) und Berlin (8 Jobs) angeboten.


Zu welchem Berufsfeld gehören Retirement Advisor Jobs?

Retirement Advisor Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.


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Dauer: 0.0488 s., Vers. V.2025-d-2007-Ind-141