Career Opportunities

Looking for a new job?

Let Financial Headhunters Services help you in finding your next career opportunity. It doesn’t matter if you’re looking to move up the career ladder or to find a more challenging position.

  • Employee Benefits / Retirement Plans
  • Personal Trust / Estates / Private Banking
  • Securities Processing / Operations / Systems
  • Recordkeeping / Allocations / Conversions
  • Investments / Portfolio Management
  • Sales / Marketing
  • Pension Analysts / Administrators
  • Corporate Trust
  • Financial Planning Professionals
  • Tax Compliance/Planning/Analysis
  • Wealth Management Advisors
  • Management

You can trust Financial Headhunters Services to protect your information. We do not mass-mail your resume to prospective employers. Instead, we focus on finding the right job for you. If something opens up that you’re a good match for, we’ll let you know. We also assign one counselor as your contact throughout the process. You will never have to worry about dozens of recruiters bothering you or potentially leaking your sensitive information.

Most importantly, it does not cost you anything to be represented by Financial Headhunters Services. All fees are employer-paid, so you have nothing to lose. Let us help you find your next position in the Trust and Wealth Management industries.

Financial Headhunters Services can assist you in your job search. No matter your area of expertise in the Trust and Wealth Management industries, we can help find the job you’re looking for.

#2020: VP - Director Retirement Plan Services (10 plus yrs.) Indiana A wealth management firm, with offices located in Indiana, seeks an experienced ERISA plan professional to lead and direct a team of retirement plan administrators. Must be able to provide exceptional retirement plan consulting and administration to a diverse group of retirement plans. Success in this role requires a high level of customer service, excellent judgment, as well as strong initiative and problem-solving skills. This role will work collaboratively with colleagues and provide expertise throughout the company.

Responsibilities:

  • Provide daily ERISA account administration and regular client contact for the assigned accounts.
  • Monitor all retirement account activity, including eligibility, vesting, plan documentation, distributions, and loans.
  • Monitor all receipts and the transferring of funds, and securities.
  • Communicate with qualified plan sponsors, their advisors, and outside third-party recordkeepers, to ensure compliance with governing documents.
  • Generate new business development opportunities leveraging existing clients and referral sources.
  • Mentor and direct the day-to-day activity for retirement plan officers.

Seeking:

  • 10 plus years’ experience managing ERISA plans with either a TPA, RIA or trust unit.
  • Prior supervisory experience desired.
  • Certified Retirement Service Professional (CRSP) designation, or Chartered Retirement Planning Counselor (CRPC) a plus.

The company offers:

  • Outstanding six-figure base salary.
  • Annual discretionary bonus plan.
  • Comprehensive employee benefits, Health coverage, Vision, Dental and Disability.
  • Generous PTO.
  • Two retirement programs – 401(K) & ESOP.
  • Relocation assistance.

Additional information:

    Please ADD the above referenced Career Opportunity to Categories:

  1. Employee Benefits / Retirement Plans
  2. Recordkeeping / Allocations / Conversions
  3. Pension Analysts / Administrators
  4. Management

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2003: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.



#2002: Sr. Retirement Plan Consultant – Remote position.
A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

#2012: Sr. Trust Officer – North Dakota. The senior trust officer will provide daily account administration for the assigned personal trusts, estates, and real asset accounts and have regular client contact. Duties include monitoring daily activity, tracking asset transfers, income and principal balances and performing the annual trust reviews. The senior officer will participate in the department’s investment committee and will participate in an officer call program to be responsive to outside CPAs and attorneys. The company is looking for a 10-to-20-year fiduciary professional, with a either the CTFA or CFP® designation. Previous experience with real assets, mineral rights or oil/gas is a plus. The company offers a six-figure base salary, annual bonus plan, comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#2011: Trust Officer – North Dakota. Be part of a growing wealth management team as a personal trust officer administering trusts, estates, investment agencies and IRAs. Ensure all trust accounts are in accordance with company policies and state laws. Participate in the investment committee in determining the department’s asset allocation strategies and interact with outside third-party professionals, such as attorneys, CPAs and community leaders. The company is looking for a two-to- five-year trust professional with an undergraduate degree. The CTFA designation or CFP® designation is a plus. The company offers an above-market base salary, a company bonus program, two retirement programs and comprehensive employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#2001: Trust Administrator - Newark/Wilmington, DE. Working closely with senior trust officers, the administrator is responsible for maintaining a working knowledge of all high-net-worth client accounts, opening and closing of accounts, and the proper use of the trust accounting system. Additional duties include monitoring cash-flow requirements and preparing reports for clients and trust officers. The administrator will have good visibility to senior management and long-term career opportunities exist. We are seeking a trust professional with at least three to seven years of trust administrative or operations experience, along with an undergraduate degree. Having the CTFA, or CFP® designation (or in process) is a plus. The company offers an excellent salary, and strong employee benefits.

Submit ResumeMore info.


#1932: SVP/VP – Trust Officer – SE. Wisconsin. A vibrant and innovative fiduciary service provider seeks an experienced trust professional to join their talent pool. The position will report to the fiduciary manager and assume existing tier-1 clients – high profile and sensitive relationships. Maintain and enhance these key client relationships, as the company continues its explosive growth. There are multiple office locations in several states, with over 500 clients. The position will assist in fiduciary document review, compliance, and staff development. The fiduciary manager is very accomplished and is an excellent leader. We are seeking a 10 plus year trust or estate planning professional with a JD or CFP® desired. The company has an excellent six-figure base salary range, company bonus plan and a strong tiered new business incentive plan. Relocation assistance is available.

Submit ResumeMore info.


#1827: Asst. VP/VP – Trust Administration – W. Texas. A fast growing and well-run fiduciary services provider seeks an experienced trust professional for their team. Reporting to the manager of administration and supervising one assistant, the administrator will assume an existing book of over 100 personal trusts, estates, investment agencies and custodial accounts. The person will provide sophisticated estate and financial planning services to clients with substantial wealth. We are seeking a five year (more is preferred) trust professional, with experience in trust administration and estate planning concepts, knowledge of fiduciary investment standards and strong presentation skills. JD, CFP® or MBA desired. The company offers an outstanding base salary, comprehensive employee benefits, excellent career opportunities and relocation assistance.

Submit ResumeMore info.

#2019: Trust Operations Manager – SE Wisconsin. The Trust Operations Manager is responsible for the trust accounting function using multiple, outside custodians. Duties include overseeing income collection, trade order management for executed trades, corporate actions, fees, and routine disbursements. The manager has direct responsibility for making sure daily deadlines are followed. The candidate must possess a thorough understanding of fiduciary terms and concepts, including amortization, corporate actions, wash sales, securities processing, interest and dividend payments, alternative assets, tax-lot reporting, and capital gain/loss tax implications. Familiarity with trust accounting software is required

Working closely with Trust Officers and other senior managers, the duties include:

  • Staff Management - annual performance reviews, regular feedback, and constant training.
  • Create and maintain positive, respectful relationships with firm’s trustees.
  • Reconcile client accounts to multiple custodians’ downloads with the goal of processing all activity for the prior month.
  • Lead operations team in posting transactions, lot & cost basis reconciliations and client reporting
  • Prepare monthly, quarterly, and annual disbursements, while ensure daily routines are completed timely and accurately.
  • Performance reporting
  • Coordinate scheduled and demand remittances and prepare tax payment processing.
  • Assist in communicating client information with attorneys, paralegals, and/or tax preparers.
  • Process Gift /Grant requests.

QUALIFICATIONS:

  • Undergraduate degree in business, accounting or finance preferred, or equivalent work experience.
  • Minimum of 10 years of experience, specifically in Trust Operations, with prior supervisory experience.
  • Strong organizational and communication skills; and ability to work overtime during high-volume periods.
  • Basic understanding of financial terms, various types of investment vehicles, and the types of transactions and tax implications that they may generate.
  • Proficient use of Microsoft Office software, particularly Word, Excel, and Outlook.
  • Ability to multi-task, set priorities and work effectively in a high-volume, deadline driven environment while maintaining accurate daily procedures.

Submit ResumeMore info


#2018: Asst. Vice President Trust Operations (3 years’ minimum experience) – Houston, TX. A Houston fiduciary services company providing fiduciary and custodial services tax planning and investment management for high-net-worth families. The firm is a privately held, non-deposit trust company that, as a true fiduciary, specializes in the transition of assets across generations, assisting families and individuals with estate and trust administration. The trust operations officer will play a key role in the overall client experience.

Working closely with Trust Officers and other senior managers, the duties include:

  • Use the SEI trust accounting system to deliver quality client services
  • Perform monthly fee analysis, and processing monthly macro posting of fees to accounts
  • Perform monthly tax transaction analysis and resolve issues with tax reporting system
  • Process tax forms 1098, 1099, 1099R, and 5498 using OneSource Trust Tax
  • Create asset allocation reports and coordinate projects involving extensive Excel use

The company is looking for:

  • Three to ten years of prior trust or investment operations experience in trust or an RIA
  • Strong Excel skills to include ability to query & sort data, create & run macros
  • Prior experience using tax reporting software: OneSource, TrustTax or Wall Street Concepts
  • Prior experience using SEI Trust 3000 desired
  • Undergraduate degree preferred
  • CTFA or CFP® designation (or in process) is a plus.

The company offers:

  • Outstanding compensation plan ($60,000 to $80,000)
  • Annual discretionary bonus plan
  • Profit Sharing & 401(k) retirement plan
  • Comprehensive employee benefits

Submit ResumeMore info


#2016: Asst. Vice President Trust Operations – Houston, TX A Houston fiduciary services company providing fiduciary and custodial services, tax planning and investment management for high-net-worth families. The firm is a privately held, non-deposit trust company that, as a true fiduciary, specializes in the transition of assets across generations, assisting families and individuals with estate and trust administration.

The trust operations officer will play a key role in the overall client experience. Working closely with Trust Officers and other senior managers, the duties include:

  • Use the SEI trust accounting system to deliver quality client services
  • Process cash receipts, wire transfers, and the free receipt and delivery of trust assets
  • Enter oil and gas transactions to client accounts, coordinating with third-party processor
  • Complete daily processes, and reconcile trade settlement reports with third-party processor
  • Oversee note receivables, as well as posting regular loan payments to client accounts
  • Assist in the preparation and review of quarterly account statements

The company is looking for:

  • Three to ten years of prior trust or investment operations experience in trust or an RIA
  • Prior experience using SEI Trust 3000 desired
  • Undergraduate degree preferred
  • CTFA or CFP® designation (or in process) is a plus.

The company offers:

  • Outstanding compensation plan ($60,000 to $80,000)
  • Annual discretionary bonus plan
  • Profit Sharing and 401(k) plans
  • Comprehensive employee benefits

Submit ResumeMore info


#2008: Portfolio Administrator/Operations Analyst – Portland, OR. A dynamic wealth management firm with over $300 million in AUM, seeks a portfolio administrator to join their team. Daily tasks include reconciling the client holdings with its custodian/accounting records, and trading activity with the Depository Trust Company (DTC). Portfolio administrator will also compile reports for executives, clients, and portfolio managers; check the performance of funds, and create monthly reports. The portfolio administrator is responsible for the processing of equity and fixed income trades. We seek a professional with a minimum of five years (more is preferred) experience using Advent AXYS® software system and the desire to grow with the firm and assume additional responsibilities in the future. The firm offers a very attractive compensation package, that includes employee benefits, a bonus program and relocation assistance is available.

Submit ResumeMore info


#2007: Sr. Portfolio Administrator – Seattle, WA. Join a premier fee-only investment practice serving individuals, trusts, foundations and corporations. As part of this dynamic group, the portfolio administrator will work closely with wealth advisors and will calculate the daily cash balances to ensure investment of excess balances, process withdrawals, deposits and transfers to ensure that all accounts traded accurately and efficiently. Collaborate with trading, management and investment specialists to determine error sources and reinstate accounts at appropriate performance levels. Prior experience using Tamarac's Advisor View or Advisor Rebalancing a plus. The company offers an excellent base salary, an annual bonus program, comprehensive benefits - major medical, a flex spending account and a 401(k). Relocation assistance available.

Submit ResumeMore info


#1928: Portfolio Administrator – Atlanta, GA. We are working with an investment advisory firm with over 30 years of experience serving high net-worth individuals, families, trusts and foundations. Services include financial planning, portfolio management and retirement plan advisory services. The Portfolio Administrator will assist in setting up new accounts, asset transfers and security pricing/setup on the portfolio management software, and processing corporate actions. Prior experience using Advent APX software and with the ability to multi-task and prioritize projects is required. The ideal candidate should have at least 3 to 5 years (more is preferred) investment operations experience. The company will provide an above market salary, comprehensive benefits, a professional working environment, along with exceptional internal career opportunities.

Submit ResumeMore info


#1924: Special Assets Analyst – Atlanta, GA. A fiduciary services provider has a need for a special assets analyst to manage real estate, mineral rights, oil & gas and closely held business assets for their trust clients. The analyst will handle the annual asset reviews and due diligence for real estate assets, including purchases, sales and lease agreements. The analyst will perform reviews of new assets and oversee the registration and service of securities. We are seeking a professional with 3 - 10 years of trust real estate, oil & gas, and closely held business valuation experience. The company offers an excellent base salary, a generous bonus program, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.

#2020: VP - Director Retirement Plan Services (10 plus yrs.) Indiana A wealth management firm, with offices located in Indiana, seeks an experienced ERISA plan professional to lead and direct a team of retirement plan administrators. Must be able to provide exceptional retirement plan consulting and administration to a diverse group of retirement plans. Success in this role requires a high level of customer service, excellent judgment, as well as strong initiative and problem-solving skills. This role will work collaboratively with colleagues and provide expertise throughout the company.

Responsibilities:

  • Provide daily ERISA account administration and regular client contact for the assigned accounts.
  • Monitor all retirement account activity, including eligibility, vesting, plan documentation, distributions, and loans.
  • Monitor all receipts and the transferring of funds, and securities.
  • Communicate with qualified plan sponsors, their advisors, and outside third-party recordkeepers, to ensure compliance with governing documents.
  • Generate new business development opportunities leveraging existing clients and referral sources.
  • Mentor and direct the day-to-day activity for retirement plan officers.

Seeking:

  • 10 plus years’ experience managing ERISA plans with either a TPA, RIA or trust unit.
  • Prior supervisory experience desired.
  • Certified Retirement Service Professional (CRSP) designation, or Chartered Retirement Planning Counselor (CRPC) a plus.

The company offers:

  • Outstanding six-figure base salary.
  • Annual discretionary bonus plan.
  • Comprehensive employee benefits, Health coverage, Vision, Dental and Disability.
  • Generous PTO.
  • Two retirement programs – 401(K) & ESOP.
  • Relocation assistance.

Additional information:

    Please ADD the above referenced Career Opportunity to Categories:

  1. Employee Benefits / Retirement Plans
  2. Recordkeeping / Allocations / Conversions
  3. Pension Analysts / Administrators
  4. Management

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2003: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.



#2002: Sr. Retirement Plan Consultant – Remote position.
A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

#2014: Investment Analyst – Atlanta, GA. Be a part of the investment management team for a large, fee-only, RIA serving high net-worth individuals, families and institutional accounts. Conduct research and analysis of third-party money managers and implement strategic and tactical portfolio decisions. Perform investment manager due diligence for equities, fixed income and alternative assets. Create custom portfolios for clients and communicate the firm’s investment philosophy both internally and with prospective clients. The candidate should have five plus years of investment research and have, or in the process of completing, the CFA®. Prior experience reviewing and recommending mutual funds is a plus. The company offers a strong base salary, bonus plan and excellent employee benefits.

Submit ResumeMore info.


#1907: Wealth Advisor – Iowa City/Cedar Rapids, IA. Be the primary contact serving a number of existing wealth clients for the delivery of comprehensive services, including financial planning, investment management, operations, relationship management and business development. Develop financial plans for clients utilizing MoneyGuidePro planning tool, and provide investment analysis as needed. Participate in external networking opportunities. Minimum of 5 years of experience with financial planning, portfolio accounting, and CRM software within wealth management or financial services, and either FINRA 65, CFP® or CPA certification desired.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.

#2020: VP - Director Retirement Plan Services (10 plus yrs.) Indiana A wealth management firm, with offices located in Indiana, seeks an experienced ERISA plan professional to lead and direct a team of retirement plan administrators. Must be able to provide exceptional retirement plan consulting and administration to a diverse group of retirement plans. Success in this role requires a high level of customer service, excellent judgment, as well as strong initiative and problem-solving skills. This role will work collaboratively with colleagues and provide expertise throughout the company.

Responsibilities:

  • Provide daily ERISA account administration and regular client contact for the assigned accounts.
  • Monitor all retirement account activity, including eligibility, vesting, plan documentation, distributions, and loans.
  • Monitor all receipts and the transferring of funds, and securities.
  • Communicate with qualified plan sponsors, their advisors, and outside third-party recordkeepers, to ensure compliance with governing documents.
  • Generate new business development opportunities leveraging existing clients and referral sources.
  • Mentor and direct the day-to-day activity for retirement plan officers.

Seeking:

  • 10 plus years’ experience managing ERISA plans with either a TPA, RIA or trust unit.
  • Prior supervisory experience desired.
  • Certified Retirement Service Professional (CRSP) designation, or Chartered Retirement Planning Counselor (CRPC) a plus.

The company offers:

  • Outstanding six-figure base salary.
  • Annual discretionary bonus plan.
  • Comprehensive employee benefits, Health coverage, Vision, Dental and Disability.
  • Generous PTO.
  • Two retirement programs – 401(K) & ESOP.
  • Relocation assistance.

Additional information:

    Please ADD the above referenced Career Opportunity to Categories:

  1. Employee Benefits / Retirement Plans
  2. Recordkeeping / Allocations / Conversions
  3. Pension Analysts / Administrators
  4. Management

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2003: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.



#2002: Sr. Retirement Plan Consultant – Remote position.
A highly-regarded retirement plan services group seeks an experienced retirement plan administrator to join their team. The specialist will prepare year-end valuation reports, complete annual compliance testing, allocate contributions and prepare 5500 forms. The specialist will maintain relationships with plan sponsors and be responsive to requests from clients. Prior experience using Relius or PensionPro software is a plus. We are seeking a 2 to 10-year retirement plan professional with strong ERISA knowledge, and the QKA or QPA designation desired. The firm offers a strong base salary, comprehensive employee benefits and a wonderful working environment.

Submit ResumeMore info.


#1923: Retirement Plan Compliance/Administration – Remote position. Join a rapidly growing, well established third party administrative firm in their compliance/administration area. The retirement plan officer will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits. We are seeking candidates with at least four years of retirement plan administration, including compliance testing, preparing 5500s, and prior auditing/compliance review experience is a plus. Having QKA, or QPA is desired. The company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

No available positions at this time. Please check back later.

#1926: Sr. Financial Planner – Cleveland, OH. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s current status, develop plans using eMoney Advisor. Assist in presenting the investment recommendations and estate planning strategies tothe client. We are seeking a 3 – 10 year financial planner, with the CFP® or CFA designation, with excellent attention to detail and strong interpersonal skills. Prior experience using MoneyGuidePro, or eMoney preferred. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1920: Financial Planner – Houston, TX. Work with fee-only, wealth management advisors providing comprehensive wealth plans for high-net-worth business owners, families and individuals. The company has been serving clients for over fifteen years. The planner will analyze the client’s existing financial status and make recommendations to minimize taxes, plan for retirement and long-term estate planning. We are looking for a three (+) plus year planner with experience using planning software, having the CFP® or pursuing the designation. The position offers an excellent base salary, an above-market bonus plan and comprehensive employee benefits.

Submit ResumeMore info.


#1919: Financial Planning/Tax Analyst – Houston, TX. Be part of a dynamic, well-respected RIA serving ultra-high-net worth clients as fee-only advisors. The analyst will provide tax strategies and develop estimated tax payments using tax planning software. In addition, the analyst will review clients’ financial plans, as well as reviewing and organizing investment performance for investment committee review. Using Excel spreadsheets, the analyst will perform portfolio rebalancing as needed. We are seeking a five (+) year professional with prior 1040, 1040-ES, 1041 tax preparation experience. The EA or CPA designation desired. The company offers a base salary, a company bonus plan and very comprehensive employee benefits.

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#1926: Sr. Financial Planner – Cleveland, OH. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s current status, develop plans using eMoney Advisor. Assist in presenting the investment recommendations and estate planning strategies tothe client. We are seeking a 3 – 10 year financial planner, with the CFP® or CFA designation, with excellent attention to detail and strong interpersonal skills. Prior experience using MoneyGuidePro, or eMoney preferred. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

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#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

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#1810 / 1812: Tax Strategist – Atlanta, GA or Dallas, TX. Join a fast growing, multi-office investment management firm serving the needs of high net-worth individuals and families as a tax planning strategist. Working closely with the Wealth Advisor, the tax strategist will provide cash flow analysis, advice for tax loss harvesting, and developing current-year tax reduction plans. The position will also gather the necessary client information to aid in the preparation of federal and state income tax returns. The person will need at least 5 years of tax compliance or planning experience, along with the CPA designation (JD a plus). The company has a vibrant working environment and can provide strong career opportunities for their employees. Outstanding compensation package, including annual bonus program and strong employee benefits.

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#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

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#2019: Trust Operations Manager – SE Wisconsin. The Trust Operations Manager is responsible for the trust accounting function using multiple, outside custodians. Duties include overseeing income collection, trade order management for executed trades, corporate actions, fees, and routine disbursements. The manager has direct responsibility for making sure daily deadlines are followed. The candidate must possess a thorough understanding of fiduciary terms and concepts, including amortization, corporate actions, wash sales, securities processing, interest and dividend payments, alternative assets, tax-lot reporting, and capital gain/loss tax implications. Familiarity with trust accounting software is required

Working closely with Trust Officers and other senior managers, the duties include:

  • Staff Management - annual performance reviews, regular feedback, and constant training.
  • Create and maintain positive, respectful relationships with firm’s trustees.
  • Reconcile client accounts to multiple custodians’ downloads with the goal of processing all activity for the prior month.
  • Lead operations team in posting transactions, lot & cost basis reconciliations and client reporting
  • Prepare monthly, quarterly, and annual disbursements, while ensure daily routines are completed timely and accurately.
  • Performance reporting
  • Coordinate scheduled and demand remittances and prepare tax payment processing.
  • Assist in communicating client information with attorneys, paralegals, and/or tax preparers.
  • Process Gift /Grant requests.

QUALIFICATIONS:

  • Undergraduate degree in business, accounting or finance preferred, or equivalent work experience.
  • Minimum of 10 years of experience, specifically in Trust Operations, with prior supervisory experience.
  • Strong organizational and communication skills; and ability to work overtime during high-volume periods.
  • Basic understanding of financial terms, various types of investment vehicles, and the types of transactions and tax implications that they may generate.
  • Proficient use of Microsoft Office software, particularly Word, Excel, and Outlook.
  • Ability to multi-task, set priorities and work effectively in a high-volume, deadline driven environment while maintaining accurate daily procedures.

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#2020: VP - Director Retirement Plan Services (10 plus yrs.) Indiana A wealth management firm, with offices located in Indiana, seeks an experienced ERISA plan professional to lead and direct a team of retirement plan administrators. Must be able to provide exceptional retirement plan consulting and administration to a diverse group of retirement plans. Success in this role requires a high level of customer service, excellent judgment, as well as strong initiative and problem-solving skills. This role will work collaboratively with colleagues and provide expertise throughout the company.

Responsibilities:

  • Provide daily ERISA account administration and regular client contact for the assigned accounts.
  • Monitor all retirement account activity, including eligibility, vesting, plan documentation, distributions, and loans.
  • Monitor all receipts and the transferring of funds, and securities.
  • Communicate with qualified plan sponsors, their advisors, and outside third-party recordkeepers, to ensure compliance with governing documents.
  • Generate new business development opportunities leveraging existing clients and referral sources.
  • Mentor and direct the day-to-day activity for retirement plan officers.

Seeking:

  • 10 plus years’ experience managing ERISA plans with either a TPA, RIA or trust unit.
  • Prior supervisory experience desired.
  • Certified Retirement Service Professional (CRSP) designation, or Chartered Retirement Planning Counselor (CRPC) a plus.

The company offers:

  • Outstanding six-figure base salary.
  • Annual discretionary bonus plan.
  • Comprehensive employee benefits, Health coverage, Vision, Dental and Disability.
  • Generous PTO.
  • Two retirement programs – 401(K) & ESOP.
  • Relocation assistance.

Additional information:

    Please ADD the above referenced Career Opportunity to Categories:

  1. Employee Benefits / Retirement Plans
  2. Recordkeeping / Allocations / Conversions
  3. Pension Analysts / Administrators
  4. Management

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#1924: Special Assets Analyst – Atlanta, GA. A fiduciary services provider has a need for a special assets analyst to manage real estate, mineral rights, oil & gas and closely held business assets for their trust clients. The analyst will handle the annual asset reviews and due diligence for real estate assets, including purchases, sales and lease agreements. The analyst will perform reviews of new assets and oversee the registration and service of securities. We are seeking a professional with 3 - 10 years of trust real estate, oil & gas, and closely held business valuation experience. The company offers an excellent base salary, a generous bonus program, comprehensive employee benefits and relocation assistance is available.

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#1851: Fiduciary Tax Accountant – SE WI. Join a progressive fiduciary services firm that caters to high-net-worth families as a seasonal temp, with the possible fulltime role as Assistant Tax Manager. The position prepares estate, trust and partnership tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The candidate should have at least 3 to 5 years of prior experience dealing with trusts, estates, partnerships, and gift tax returns. Having a CPA designation or MS – Tax desired. Prior use of ProSystem fx® software is helpful. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, and comprehensive benefits.

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#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

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#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

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