Wealth Management Solutions - Defined Contribution Consultant - Vice President

What you’d do

Manage RFP processes and proposal materials for retirement plan services, support financial advisors with client presentations and sales efforts, conduct prospect research, and maintain sales tracking and reporting systems in a full-time role. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• 5+ years supporting retirement plan sales and servicing
• Experience delivering client presentations
• Knowledge of 401(k) and defined benefit plan service providers
• Ability to anticipate plan sponsor and client needs