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9 Days Ago
Overland Park, KS, USA
11,963 Employees
133K-192K Annually
5-7 Years of Experience
11,963 Employees
133K-192K Annually
5-7 Years of Experience
Fintech • Payments • Financial Services
Provide legal expertise and advice on complex legal matters related to retirement plan recordkeeping business, with a focus on defined benefit plans. Advise on ERISA, tax, and regulatory compliance issues, and support negotiations of contractual arrangements with plan sponsor clients.
9 Days Ago
Overland Park, KS, USA
11,963 Employees
1-3 Years of Experience
11,963 Employees
1-3 Years of Experience
Fintech • Payments • Financial Services
Empower Personal Wealth (EPW) Lead Coordinator responsible for executing lead lifecycle processes, managing leads for asset growth and retention, collaborating with business and technology teams, and providing lifecycle reporting to stakeholders.
12 Days Ago
CT, USA
Remote
11,963 Employees
52K-64K Annually
1-3 Years of Experience
11,963 Employees
52K-64K Annually
1-3 Years of Experience
Fintech • Payments • Financial Services
As a Financial Consultant (Retirement Consultant), you will provide guidance on available account options for customers' retirement savings goals such as 401K and IRA products. The role involves promoting to a Senior Financial Consultant, with a base salary plus incentive compensation. Responsibilities include providing over-the-phone guidance, discussing available account options, educating customers on their retirement plans, and deepening customer relationships. The position can be done remotely.
16 Days Ago
Colorado, USA
Remote
11,963 Employees
80K-113K Annually
3-5 Years of Experience
11,963 Employees
80K-113K Annually
3-5 Years of Experience
Fintech • Payments • Financial Services
The Senior Investment Reporting Analyst is responsible for preparing and reviewing U.S. Statutory (NAIC) reporting for investment portfolios, interpreting accounting pronouncements, and recommending changes to accounting systems. The role requires 4+ years of financial reporting experience and proficiency in MS Office and GAAP principles.
16 Days Ago
Greenwood Village, CO, USA
11,963 Employees
52K-64K Annually
1-3 Years of Experience
11,963 Employees
52K-64K Annually
1-3 Years of Experience
Fintech • Payments • Financial Services
As a Financial Consultant, provide guidance on available account options for customer's retirement savings goals, such as 401K and IRA products. Opportunity for career growth to Senior Financial Consultant. Compensation package includes base salary and incentive compensation tied to sales goals.
22 Days Ago
Greenwood Village, CO, USA
11,963 Employees
73K-103K Annually
1-3 Years of Experience
11,963 Employees
73K-103K Annually
1-3 Years of Experience
Fintech • Payments • Financial Services
As a Senior Taxation Analyst, you will manage state tax filings and accruals, assist with tax examinations, document tax positions, and collaborate with various departments. Your role also involves budgeting, research, and special projects related to taxation.
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