Careers

Product Manager (PA, Harrisburg)

Job Summary: The Product Manager with PensionPro Software is responsible for evaluating client feedback and understanding the technical nature of Software Development to provide direction for our evolving product. This position translates ideas into strategy and...

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Sr. Plan Document Compliance Specialist (KY, Lexington)

Job Summary The Sr Plan Document Compliance Specialist ­­is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They will assists the document services team as well when...

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Client Service Manager, Retirement Services (TN, Cordova)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

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Client Service Manager, Retirement Services (KY, Lexington)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

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Client Administration Specialist (PA, Pittsburgh)

Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....

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Client Service Manager, Retirement Services (Remote, USA)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

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