• Fidelity TalentSource LLC (Durham, NC)
    …501(c)(3) public charity and the nation's largest grantmaker, granting more than 2. 3M grants totaling $11.8B in 2023 alone.NCS is seeking a senior executive ... and stock plan services. You will lead our efforts with external advisor and intermediary channels including development and relationship management of strategic… more
    JobGet (04/17/24)
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  • Regional Retirement Consultant

    Aegon Asset Management (Denver, CO)
    …and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities. + Profile ... investment options, to be presented to the plan sponsor, advisor , and TPA community. + Develop Retirement plan pricing,...plan sponsors of Transamerica's Retirement Solutions in the sub $ 3M market. + Handle post sale facilitation and coordination… more
    Aegon Asset Management (02/22/24)
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