• Senior Product Manager - Brokerage & Retirement…

    Truist (Charlotte, NC)
    …and make recommendations for changes. + Ensure Financial Advisors are properly credentialed and trained, retirement plans are properly established on our platforms, ... expert for ERISA related issues. + Consult with clients and their CPA 's, Third Party Administrators, Attorneys, and Record Keeping vendors concerning plan… more
    Truist (02/07/24)
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