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Retirement Plan Advisor
Location
United States + 1 moreAll locations: United States | Cayman Islands
Posted
106 days ago
Salary
$72.2K - $101K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Retirement Plan Advisor
Empower Work
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with public employees in the Louisville, KY area and must be based in the territory. What you will do - Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes - Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans - Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner - Manage meeting schedule, including travel booking - Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants - Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance - Achieve plan level and individual goals to help achieve service level agreements and business results - Participate in client meetings, sales finals, or other external meetings as needed - Work collaboratively across internal service and management teams to improve effectiveness What you will bring - Bachelor's degree or equivalent work experience in lieu of a degree - 3 – 5 years relevant financial services experience - Strong presentation skills required - Proficiency in MS Word, Excel, PowerPoint, and Teams required - Strategic thinker who can work independently required - Strong relationship building and territory management skills required - FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred - FINRA fingerprinting required upon hire What will set you apart - Working knowledge of Salesforce preferred - Working knowledge of building blocks for successful retirement planning preferred - Basic understanding of defined contribution plans preferred - Practical experience providing high-level, consultative client interactions preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $72,200.00 - $101,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-07-2026 Want the latest money news and views shaping how we live, work and play? 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Solution Leader- ERP
Oxford Global ResourcesOxford is an Equal Employment Opportunity Employer. All qualified applications will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Oxford will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. Oxford is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please email staffbenefits@oxfordcorp.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
Join our team and experience how we lead with passion, positivity, and accountability to deliver the Right Talent. Right Now. We create an environment where you can think big, have fun and truly make a difference. The Solution Leader (SME) ERP is accountable for each step of the GTM lifecycle (see below): - Creation: Defines POV, blueprints, and assets within the ERP area. - Enablement: Equips AMs and delivery teams through training and playbooks. - Execution: Owns external positioning, collateral, pilots, and BD campaigns. - Improvement: Monitors metrics, codifies lessons, and refreshes methods. - Governance: Maintains offering accountability, refresh cadence, and executive alignment. This ensures the Solution Leader (SME) operates as a business owner + SME across the full lifecycle, fully supported by Oxford functions. Role Purpose The Solution Leader (SME)- ERP is responsible for the full lifecycle of an Oxford service offering within ERP from market positioning and solution design through client delivery, asset development, and internal enablement. Acting as the “business owner” and Subject Matter Expert (SME), this leader ensures Oxford service offering are differentiated, repeatable, and directly tied to measurable business outcomes for clients. This role is both market-facing and internally enabling: partnering with Account Managers (AM) to drive business development, engaging with clients as a senior SME, building proprietary frameworks and toolkits, and ensuring delivery excellence. Success requires a rare combination of strategic vision, consulting rigor, and entrepreneurial energy to establish Oxford as a go-to consulting partner in the market. Role Objectives Define and sustain Oxford’s Point of View (POV) for the offering, ensuring it is bold, differentiated, and market-relevant. Build proprietary assets and frameworks for example - diagnostic tools, playbooks, heatmaps, scorecards, etc. that make the offering tangible and scalable. Activate market presence by developing collateral, case studies, and AM talk-tracks that drive business development. Support business development directly, equipping AMs with positioning questions and engaging as SME in key pursuits. Ensure delivery excellence, especially in pilots and early market successes, by codifying lessons into reusable IP and case evidence. Link client outcomes to business value, embedding ROI, adoption, compliance, and productivity KPIs into all phases of the offering. Integrate offerings across Oxford’s client portfolio for example - OCM embedded in ERP, AI linked to CRM transitions, etc. Transfer capability to clients by embedding Oxford tools and building client self-sufficiency. Role Responsibilities Offering Strategy & Roadmap: Define, maintain, and evolve a clear market-aligned roadmap for the offering, refreshed quarterly. POV & Asset Development: Codify Oxford’s unique POV into diagnostics, playbooks, governance frameworks, and repeatable methods. Business Development Support: Partner with AMs to position the offering, identify triggers, and co-sell opportunities. Client Engagement: Act as a senior SME in assessments, roadmaps, pilots, and executive-level client workshops. Pilot Oversight: Lead pilot governance, ensure measurable outcomes - e.g., ROI, adoption, compliance, etc.and codify lessons into IP. Collateral & Messaging: Produce one-pagers, case briefs, and roadmap visuals to strengthen Oxford’s positioning in the market. Internal Enablement: Train Oxford consultants and AMs on the offering’s frameworks and tools for consistent, repeatable delivery. Measurement & Reporting: Establish and monitor KPIs tied to client outcomes; ensure consistent reporting across engagements. Partner Collaboration: As appropriate, lead joint go-to-market and delivery efforts with strategic partners - e.g., BASE Life Sciences, cloud/ERP vendors. Embedded Change Management: Integrate OCM into offering delivery to drive adoption and ROI realization. Compliance & Risk Oversight: Ensure offerings embed governance, ethics, and validation requirements, especially in regulated industries. Thought Leadership: Represent Oxford in the market through articles, presentations, and industry forums as the visible leader of the offering. Measures of Success Market Traction: Opportunities originated, proposals won, and revenue generated within x-y months. Client Outcomes: Tracking of client ROI, adoption, and compliance metrics achieved. Asset Deployment: Utilization and consistency of proprietary frameworks, diagnostics, and playbooks across accounts. Differentiation: Recognition of Oxford’s POV and offering distinctiveness in client and market feedback. Internal Capability: Consultant readiness and consistent, repeatable delivery across accounts. GTM Playbook - Service Offering Leader Responsibilities Step 1: Service Offering Creation Solution Leader (SME) -ERP - Owns the articulation of Oxford’s POV, industry need, and unique value proposition. - Leads creation of structured service blueprints (phases, activities, deliverables, benefits). - Develops draft supporting assets (frameworks, questionnaires, case studies). - Prepares launch readiness package for handoff to GTM. Step 2: Internal Readiness & Enablement Solution Leader (SME) -ERP - Develops and delivers training for AMs, recruiters, delivery teams, and executives. - Creates the sales playbook: elevator pitches, FAQs, objection handling, and discovery questions. - Produces toolkits, templates, and one-pagers. - Runs internal “roadshow” sessions across offices. Step 3: Market Preparation & Execution Solution Leader (SME) -ERP - Finalizes messaging, POV statements, and external positioning. - Leads creation of brochures, website copy, and client-facing decks. - Publishes thought leadership with Marketing. - Engages partners (e.g., SAP, Oracle -ERP vendors) for co-marketing. - Oversees pilot engagements and ensures case study capture. - Orchestrates BD campaigns in partnership with AMs. Step 4: Measurement & Continuous Improvement Solution Leader (SME) - ERP - Defines and monitors KPIs (pipeline, win rate, client satisfaction). - Collects insights from AMs, clients, and delivery teams. - Leads quarterly reviews and refresh of collateral. - Ensures capture of early client outcomes as reusable case studies. Step 5: Governance, Accountability & Refresh Solution Leader (SME) ERP - Maintains and updates methodology, assets, and positioning. - Ensures delivery of refresh cycles bi-annually. - Represents the offering in quarterly steering committees. QUALIFICATIONS - Bachelor's degree required; fields of business or computer science preferred - 10+ years of experience in a solutions provider environment, predominantly consulting, technical services, and technology solutions - 10+ years of experience with SAP and/or Oracle ERP systems - 10+ years of experience in consulting or delivery led SME leadership roles - Demonstrated experience working with sales teams and pursuits from an SME vantage point - Ability to communicate effectively both verbally and in writing with individuals at all levels of the organization - Team player who is easy to work with and will drive deliverables through to completion - Proven knowledge of MS Office products - Ability to maintain regular attendance and work all hours necessary or required For US job seekers: Salary Information: $165,000.00-$205,000.00 Annual Please contact careers@oxfordcorp.com if you are interested in this position. Oxford is an Equal Employment Opportunity Employer. All qualified applications will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Oxford will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. Oxford provides holiday pay, paid time off, medical, dental, vision, life and disability benefit plans, flexible spending accounts, health savings accounts, employee tuition reimbursement, student debt assistance and a 401(k) Retirement Savings Plan. Oxford is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please email staffbenefits@oxfordcorp.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis. 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• Be a Strategic Partner to GTM: Partner with Marketing and GTM leaders on annual planning, rolling forecasts, and in-quarter execution • Build and maintain financial models covering pipeline generation, CAC, and profitability related to Marketing and GTM initiatives • Prepare and present financial reports and analyses to senior management and key stakeholders • Own Marketing Spend & Performance Analytics: Partner with Marketing to plan, allocate, and optimize budget across programs • Monitor spend vs. forecast and provide clear variance analysis and recommendations • Help establish a data-driven framework for evaluating Marketing ROI and investment tradeoffs • Benchmark GTM efficiency metrics against SaaS industry standards to contextualize performance for leadership • Drive Insights & Operational Excellence: Assist in the development of business cases for new projects and investments, including cost-benefit analysis. • Improve forecasting processes and financial workflows to increase speed and accuracy • Proactively surface risks and opportunities to plan, with recommended actions to keep the business on track • Leverage data and analytics to drive continuous improvement in financial strategies. • Work closely with cross-functional departments to ensure alignment between financial goals and Marketing strategies. • Translate complex data into clear, concise recommendations for non-finance stakeholders • Work effectively across time zones with distributed GTM and Finance teams
Senior Financial Analyst – FP&A
Wellbeam Consumer HealthOur brands make a difference by enabling people to reach their wellness goals and live healthier lives.
Company Description At Wellbeam Consumer Health, we are inspired by our consumer. We are creating the leading ecommerce-focused consumer wellness business, delivering value-added products that help people thrive. We’re focused on dramatically accelerating existing brands as well as adding select, new digitally-native consumer wellness brands. The current Wellbeam portfolio includes Eu Natural, a digitally-native provider of vitamin and mineral nutritional supplements; TruSkin, a leading skincare brand with a range of high quality, plant-powered products including the #1 best-selling facial serum on Amazon; and BioTRUST Nutrition, a fast-growing, leading eCommerce, nutrition brand with a portfolio of premium-quality, science-based products that focuses on making health living and health aging more accessible and enjoyable. Wellbeam is backed by American Pacific Group. Job Description Job Title: Senior Financial Analyst – FP&A Department: Finance Reports To: Director of Finance FLSA Status: Exempt Location: Remote (U.S.) Role Overview Wellbeam Consumer Health is seeking a high‑impact Senior Financial Analyst, FP&A to strengthen the connection between Accounting and cross‑functional business partners and to help ensure a timely, accurate month‑end close. The role will also own routine monthly reporting and executive‑ready presentations, while supporting ad hoc analysis that drives decision‑making across the business. This is an opportunity for someone who thrives in a fast‑moving, PE‑backed environment and is excited to use modern tools — including AI — to improve processes, insights, and operating rhythm. Key Responsibilities Month‑End Close Enablement & Cross‑Functional Communication - Serve as a primary finance liaison to coordinate close inputs, timelines, and deliverables across Accounting and business teams. - Drive clarity on ownership, deadlines, and data readiness to support accurate close outcomes and fewer downstream revisions. Monthly Reporting & Executive Presentations - Prepare recurring monthly performance reporting (variance analysis, KPI tracking, trends) with clear narratives and takeaways. - Build and maintain leadership/board‑ready presentations that translate results into business implications and actions. Business Partnership & Ad Hoc Financial Analysis - Support cross‑functional partners (e.g., Marketing, Operations, Sales, Product) with ad hoc analysis: ROI, scenario modeling, spend tracking, profitability, and decision support. - Convert complex analysis into concise, actionable recommendations for both finance and non‑finance stakeholders. Process Improvement & AI‑Enabled Automation - Identify opportunities to streamline reporting, improve data quality, and shorten cycle times through automation. - Demonstrate curiosity and practical application of AI tools/workflows to enhance analysis, documentation, and repeatable reporting processes. Qualifications (Required) - Bachelor’s degree in Finance, Accounting, Economics, or related field. - 3–5+ years of experience in FP&A, corporate finance, or a related analytical finance role. - Advanced Excel skills; strong PowerPoint/slide‑building capability (executive storytelling). - Strong communication skills with the ability to partner cross‑functionally and drive timelines. Preferred - Experience in a PE‑backed, high‑growth, or scaling environment. - Familiarity with modern finance systems and BI/reporting tools; comfort working with large datasets. - Track record of process improvement and automation. What Makes This Role Exciting (updated “calculated risk” line) - High visibility role with meaningful ownership and direct impact on how finance supports decision‑making. - Ideal for someone motivated by autonomy, pace, and the opportunity to make visible impact in a scaling business. (wording choice per your Option 3) - Opportunity to help modernize reporting and processes using AI‑enabled tools. Remote Work Expectations (optional but HR-friendly) - Employees working from home are expected to attend meetings virtually, maintain availability, and respond promptly via messaging/email/phone. Equal Employment Opportunity / At‑Will Employment Wellbeam Consumer Health provides equal employment opportunities to all qualified individuals in accordance with applicable law and maintains an at‑will employment relationship consistent with company policy. Additional Information Why YOU Should Work With US - Competitive salary. - Access to health, dental and vision insurance. - Matching 401k plan. - Flexible paid time off. All your information will be kept confidential according to EEO guidelines. - Compensation: USD 75000 - USD 90000 - yearly
A NEORIS, agora parte da EPAM, é uma Aceleradora Digital que ajuda empresas a darem o próximo passo em direção ao futuro. Temos mais de 20 anos de experiência como parceiros digitais de algumas das maiores empresas do mundo. Somos mais de 4.000 profissionais em 11 países, com uma cultura multicultural e de startup, na qual cultivamos a inovação e o aprendizado contínuo para criar soluções de alto valor para nossos clientes. Acreditamos que a diversidade impulsiona a inovação. Por isso, todas as nossas oportunidades estão abertas para todas as pessoas, independente de gênero, raça, idade, identidade, orientação ou condição. Localidade: Rio de Janeiro - Centro Modelo de atuação: Remoto Formato de contratação: CLT Descrição do Cargo Buscamos um Consultor SAP FI Sênior com ampla experiência em projetos de implementação, suporte e evolução de soluções SAP nas áreas de Finanças, Controladoria, Contabilidade. O profissional ideal deverá ter visão de negócio, domínio técnico dos módulos FI , capacidade de liderança técnica e habilidade para atuar diretamente com áreas funcionais e usuários-chave. Responsabilidades - Atuar como consultor funcional SAP nos módulos de FI. - Levantar requisitos com áreas de negócio e propor soluções aderentes às melhores práticas SAP. - Configurar e manter os módulos SAP FI conforme necessidades do negócio. - Elaborar especificações funcionais para integrações e melhorias. - Apoiar tecnicamente projetos de rollout, migração, upgrade de versão e melhorias evolutivas. - Suportar atividades de testes integrados, validação e homologação. - Realizar treinamentos e capacitação de usuários-chave e finais. - Atuar em projetos regulatórios e fiscais, apoiando áreas contábil e tributária. - Interagir com equipes técnicas, funcionais e gerenciais de forma clara e produtiva. - Suportar a operação de sustentação do cliente nas demandas de finanças e controladora. Requisitos - Formação superior em Ciências Econômicas, Administração, Contabilidade ou áreas afins. - Experiência prévia como Consultor SAP FI. - Experiência comprovada com implementação, sustentação e melhorias nos módulos FI. Diferenciais - Conhecimentos em processos regulatórios e projetos voltados para ANEEL (desejável). - Experiência com SAP S/4HANA. - Atuação prévia em empresas de energia, saneamento ou serviços públicos. - Participação em projetos de revisão tarifária ou regulamentação contábil/fiscal. - MBA ou Pós-graduação em áreas correlatas. Oferecemos - Vale Refeição e Vale Alimentação: Benefícios mensais para suas despesas com alimentação, dentro e fora de casa. - Previdência Privada: Planejamento de futuro com contribuição complementar à aposentadoria. - Plano de Saúde: Cobertura médica de alta qualidade para você e seu dependente legal. - Plano Odontológico: Cuidados odontológicos completos, com ampla rede de atendimento. - Seguro de Vida: Proteção e segurança para você e seus entes queridos. - Aulas de Inglês/Espanhol: Incentivo ao aprendizado de idiomas. - Wellhub: Benefícios e descontos em academias e programas de bem-estar. - Auxílio Creche: Suporte financeiro para despesas com educação infantil. - Neoris Global Campus: Plataforma de desenvolvimento com oportunidades contínuas de aprendizado e crescimento profissional. Te convidamos a nos conhecer em http://www.neoris.com, Facebook, LinkedIn, Twitter e Instagram: @NEORIS. #LI-KC1
