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Online Resumes with "Retirement Planning "



Director of Sales & Marketing

A proven executive with over 30 years experience in relationship management, sales and sales management. Team player with a reputation for professionalism and hard work. Possess the persistence and intuitive skills necessary to build profitable relationships and get the job done. Knowledgeable in all investment distribution channels, including over 19 years of institutional experience. Experienced in selling investment p...

Tags for this Online Resume: Sales Proessional, Institutional Investments, Institutional Brokerage, Sale Management

Qualified plans document analyst, kansas city

Get a job using my knowledge, skills and expertise

Tags for this Online Resume: defined contribution specialist, defined contribution compliance manager, Qualified Plan Document Consultant, Pension plan consultant, Retirement Plan document Specialist, Qualified plan consultant, Experienced retirement plan comsultant

Featured Profile

Governance Risk and Compliance Professional

Dr. Edward's career reflects strong leadership coupled with a diverse technology, educational, and corporate governance background. He is focused on achieving results while implementing sound qualitative and quantitative business principles to meet the needs of business partners using background in the following areas: ~ Audit/Risk Management ~ IT Engineering & Consulting ~ Management & Leadership ~ Project Management ~ Fin...

Ideal Companies: Risk Management Director (Enterprise Risk or Operational Risk)

Tags for this Online Resume: Risk, Enterprise Risk, Operational Risk, Six Sigma, Black Belt, Quantitative Finance, Loss Distribution Approach (LDA), CQF, IT Audit, Governance, Compliance, Process Management, Project Management, Management, Leadership, Training

New Business Director

I work within the retirement plan administration industry. For eight years I was an administrator for DB and DC plans. Now I have moved into business development.

Ideal Companies: I really enjoy working for my current company. I am able to use my specialized skill set combined with sales to be an effective consultative business developer.

Tags for this Online Resume: Retirement, Benefits, Management, Sales

Retirement Benefits Specialist-11 years experience Wells Fargo & Company

Use my skill and experience as a communications specialist to enhance opportunities with retirement plans administration.

Office Manager/Account Manager -20 years Experience

I'm an office manager that has over 20 years of experience. I was a key part of building a start up company for and insurance and retirement planning agency. In the years I have been in my last position I have helped the company grow to a multi- million dollar company in a little over 6 years. My expertise wss to build all the administrative and back office processes.

Senior Analyst- 6 Years of Experince in HRO Including Defined Benefits and Contribution

A competent professional with experience of more than 5 years in Process & Operations Management, Process Migration & Transition Management, Investment Banking, US Benefits (Pension and Retirement Plans) and Customer Relationship Management. Successfully completed four (Onsite & Offsite) business transitions. Proficient at leading teams for running successful process operations & experience of developing procedures & servic...

Tags for this Online Resume: Houston, Defined Benefits, Pension, Retirement, Benefits administrator, 401K

Senior Benefits Specialist - 24+ years Experience

A strategic and results-oriented Human Resources professional with significant experience in benefits management and administration, related laws, regulations and retirement plans. Established reputation for developing and maintaining strong business partner relationships with both internal and external customers balanced with a foundation of strong management and technical skills. Works well with plant and senior manageme...

Benefits Manager

Financial Advisor, Manchester, NH

Looking to have an immediate impact on company's relationship building and wealth advisory services. Work to continue the development of a leadership role for myself and my organization in my community.

Tags for this Online Resume: Project Manager, Business Evaluation, Operations Management, Procurement Manager, Finance, Administration, Closer, Investment Analysis, Investment Analysis, New Account Opener, New Account Opener, Risk Management, Wealth Management, Financial Advisor, Client Relations, Insurance, Financial Analysis, Retirement Planning

Senior Human Resources Manager - Pittsburgh

Senior management role in Human Resources. Experienced with multiple sites, union and non-union environments, experience in all aspects of HR, Payroll, Benefits, Retirement Plans, Labor Relations

Employee Benefits Administrator - Personal Trust Officer - 25 years experience - TPA - Retirement Plan - Section 125 Plan -

I'm a sharp, resourceful Benefits Administrator and Human Resources professional with long-standing and diverse experience throughout multiple industries including banking, personal trust, employee benefit administration, flexible spending administration. Progressive knowledge in the distribution and creation of effective employee benefit services and plans, financial growth as well as build invested customer relationships ...

Tags for this Online Resume: Compliance Testing, Retirement Plans, Flexible Spending , TPA Administration, Virtual , Home Office, Benefits Administration, Conversions, Personal Trust Administration, Charitable Fund Raising, Fiduciary Administration, Form 5500, Plan Terminations