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Section 1: Position Summary Responsible for managing a team of Client Services coaches. Responsible for implementing a Learning and Development and associate onboarding strategy that will lead to increased client satisfaction, client retention an...
Section 1: Position Summary To assist in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base, handling incoming leads and facilitating education and speaking ...
Manage functions of plan off-boarding from Ascensus. Acts as a Liaison between the client, financial advisor, financial partner and Ascensus. Establish positive working relationship while helping the client through the off-boarding process. Acco...
Section 1: Position Summary This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management o...
Department Responsibilities: Mail Operations is the primary starting point for documents being received from our internal and external clients. Mail Operations is responsible for accurately and efficiently indexing all documents within IMPACT fo...
This position is responsible for product development and marketability of the Individual(k) administrative service offering. This position is responsible for coordinating all communications regarding the product to affected internal departments, t...
Section 1: Position Summary The Marketing Manager will provide marketing strategy and tactical execution to promote new account adoption and existing account engagement for our many distinct 529 college savings plans. The Marketing Manager will a...
Position Purpose: The intern role is designed to give students the opportunity to apply classroom theory to "real world" situations thus enhancing the students' academic and career goals. Practical experience via a program project allows a studen...
Section 1: Position Summary Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship management activities associated with the southeast Defined Benefit practice. (We would co...
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