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Role Summary
This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries. Associates in this role handle ...

The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions.
Success in this role requires strong investment product knowledge, the ability to de-escalate complex situations, and ownership of issues through r...

Description
As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they ...

What You'll Do
Are you passionate about helping individuals achieve financial security and live their best lives?
As a Retirement Education Specialist, you'll play a critical role in empowering retirement plan participants to make confident financial decisions. You'll deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes....

Job Family
Internal Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of ...

Job Family
Internal Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of ...

Job Family
Internal Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of ...

Position Description:
The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing,...

What You'll Do
Are you passionate about helping individuals achieve financial security and live their best lives?
As a Retirement Education Specialist (Bilingual in Spanish preferred but not required), you'll play a critical role in empowering retirement plan participants to make confident financial decisions. You'll deliver engaging education, provide personalized guidance, and partner with em...

Junior Margin/Risk Analyst
Experience: 3-5 Years Location: [New York / Remote] Reporting To: Chief Risk Officer
Company Overview:
RQD is a modern clearing firm that offers clearing, custody, and execution solutions designed to meet the needs of today's dynamic market participants. Built entirely on cloud-native, real-time technology, RQD can quickly and seamlessly enhance its platform, adapt to...

Hume AI is seeking talented researchers and engineers interested in working with our AI research team to build state-of-the-art speech-language models (SLMs). Our new SLM training method-reinforcement learning from human expression (RLHE)-learns human preferences from behavior in millions of audio and video recordings, making SLMs superhumanly helpful, interesting, funny, eloquent, honest, and ...

Description
Empathy is transforming the way families navigate life's most difficult times - from the loss of a loved one to other major life transitions. By combining technology with compassionate human care, we bring clarity, comfort, and peace of mind when it matters most.
We partner with leading employers, insurers, and financial institutions to deliver meaningful, human-centric support at s...

Zuddl is the unified event platform that B2B marketing teams at companies like CrowdStrike, Figma, Stripe, TikTok, Checkpoint, and Iterable use to run their most important conferences, field events, and webinars, all from one system. We're backed by Y Combinator, Alpha Wave, and Qualcomm Ventures, and we're going after every legacy player in a market that's being rebuilt from scratch.
About The...

We are temporarily offering a $1,000.00 Hiring Bonus for this position. This is a one-time, taxable bonus to be paid out after 6 months of employment with our company, assuming you are in good standing in your position. Terms and conditions will be outlined in the offer letter.
Do you want to have a fulfilling career with purpose helping people obtain their Social Security benefits? The Intake ...

Hume AI is seeking talented AI researchers interested in working with our team to build state-of-the-art speech-language models (SLMs). Our new SLM training method-reinforcement learning from human expression (RLHE)-learns human preferences from behavior in millions of audio and video recordings, making SLMs superhumanly helpful, interesting, funny, eloquent, honest, and altruistic. Join us in ...

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an in...

Are you looking to build a long-term career? Do you love sales? If you answered yes, then read on - we have the role for you at Symetra as a Sales Support Specialist!
If you're highly motivated, driven, enjoy building relationships and want to grow, this is an excellent opportunity to join us and take the first step in building a career in the Financial Services industry.
About the role
Our Sal...

About Matia
Matia is at the forefront of the DataOps revolution, building a unified platform that streamlines data management from end-to-end. We empower data teams with seamless ingestion, reverse ETL, comprehensive observability, and intuitive data cataloging, enabling faster, smarter decisions with significantly less tool sprawl. Backed by leading investors and trusted by data teams at compa...

Mutual of America Financial Group
Job Title: Retirement Plan Specialist
Location: Denver, CO or Salt Lake City, UT
Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-size...