Retirement Plan Jobs in Philadelphia, Pennsylvania
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Looking for Retirement Plan jobs in Philadelphia, Pennsylvania? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Philadelphia, Pennsylvania area.
Program Manager
Company: Aardvark Mobile Tours
Location: Philadelphia, PA
Posted Oct 03, 2023
Benefits: Medical, Vision, Dental, Retirement Match, Unlimited PTO, On-site gym and batting cage, Dog-friendly, Full kitchen, Free electric vehicle charging. Uptempo - We move fast. If you read this and think, "that was written for me," APPLY NOW! Passion - We love what we do. Excellence - Uncompromising quality throughout everything we do. This is an on-site position that will report to the Senior Program Manager. Proactive - We take the initiative, anticipate what's next and have a bias towards action. Committed - We are wholeheartedly dedicated to one another, our customers and their goals. Versatile - We're agile and operate successfully within ever-changing environments. Because life's too short to be miserable.
Actuarial Lead Analyst
Company: Cigna
Location: Philadelphia, PA
Posted Oct 16, 2023
These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. About Cigna Healthcare Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We want you to be healthy, balanced, and feel secure. If you require reasonable accommodation in completing the online application process, please email: [email protected] for support. For more details on our employee benefits programs, visit Life at Cigna Group. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. For this position, we anticipate offering an annual salary of 79,400 - 132,300 USD / yearly, depending on relevant factors, including experience and geographic location.
Senior Events Marketing Specialist
Company: Bentley Systems
Location: Philadelphia, PA
Posted Oct 17, 2023
This commitment extends to all aspects of employment, including, but not limited to, hiring, placement, promotion, compensation, and training. www.bentley.com Equal Opportunity Employer: Bentley is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, disability, protected veteran status, religion, national origin, age, or any other protected characteristic. Our industry-leading software solutions are used by professionals, and organizations of every size, for the design, construction, and operations of roads and bridges, rail and transit, water and wastewater, public works and utilities, buildings and campuses, mining, and industrial facilities. Experience with event management platforms (Splash, RainFocus, CVENT, On24, Certain, Zoom, GoTo Webinar, WebEx, Hopin, etc.) Ability to report on event effectiveness, as measured by reports, surveys, testing, and rates. The role requires communication with managers, peers, and other company colleagues in person and by utilizing Microsoft Teams chat, calling, and meeting functions. Our offerings, powered by the iTwin Platform for infrastructure digital twins, include MicroStation and Bentley Open applications for modeling and simulation, Seequent's software for geoprofessionals, and Bentley Infrastructure Cloud encompassing ProjectWise for project delivery, SYNCHRO for construction management, and AssetWise for asset operations. Colleague Recognition Awards. requirements for producing, editing, and meeting livestream requirements for virtual events. Ability to identify, solicit, and confirm opportunities to assert Bentley as a thought leader.
Sales and Channel Growth Manager (NE or NW)
Company: Burro
Location: Philadelphia, PA
Posted Oct 17, 2023
Confidently identifies and takes on increasingly sophisticated challenges facing customers to maximize adoption, ROI, and success. They function, today, as computer vision based autonomous ground vehicles for carrying, towing, and scouting, and are designed to lay the base for the fully autonomous future of work outdoors. We have a growing triple digit fleet deployed in paid commercial use within vineyards, nurseries, berries, and beyond, and demand for our product is accelerating, so we are growing our team. Burro is looking to find a highly motivated and dedicated sales professional with excellent communication skills, financial competence, and ability to engage with customers and drive success within their operation. This person is capable of identifying new product enhancements and presenting Burro solutions to the decision-makers both inside and outside of the organization. Responsibilities Sell robots and ensure happy customers Develop a deep understanding of the Burro robot and its use casesIdentify and manage a pipeline of potential new customers for BurroMeet sales targets and provide accurate record-keeping on customer progression through pipelineNegotiate and close deals on new accountsGrow new Burro sales in high-growth Nursery Market and wherever Burro can demonstrate efficiencies over traditional farming methods Develop relationship with existing customer accounts to ensure success and follow on sales Own customer success by driving Burro implementation at the customer siteRequirements Bachelors degree, focus on agriculture is a plus5+ years sales experience in the agriculture industryCommercial, data-driven mindset Subject Matter Expert with operational knowledge of spaces like nurseries/greenhousesProduct oriented - you will get your hands dirty and do whatever it takes to make a system work for customersRelentlessly customer obsessed Track record of closing sales This position requires significant travel, 50%+, to customer sites, which include large-scale farms, nurseries, and greenhouses in your designated territory (either Northwest US or Northeast US)Values being part of technology and a team that is changing agricultureNice-to-haveMBA PerksCompetitive compensation and benefits package (medical/dental/vision)401K PlanEarly-stage equityUnlimited PTOPaid parental leaveRECRUITERS: We are NOT accepting agency resumes for this position. This role is crucial to Burro’s building and expanding on the successes of recent years.Reporting to the VP of Growth, the Sales and Channel Growth Manager is a key role in the Sales Team that achieves sales growth through establishing & verifying use cases and driving the sale to completion using objective data driven performance metrics. The ideal candidate thrives in fast-paced, constantly evolving environments where she/he owns outcomes and solves for customer success. Burro is not responsible for any fees related to unsolicited resumes from recruitment agencies. In service to this mission, we are growing a world-class, diverse team where everyone feels comfortable sharing their ideas. Please do not forward or submit resumes through our website or to any of our employees directly. With this in mind, we strive to create a work environment where every employee can be themselves and express their perspective – this enables us to deliver the most creative and innovative solutions to problems our customers face.Burros can be described as Disney's Wall-E for agriculture and work outdoors, in a 1.0 format.
Marketing Manager
Company: Aztec Group
Location: Philadelphia, PA
Posted Oct 09, 2023
You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.It is the policy of Aztec Fund Administration LLC to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law and see employee diversity as a key contributor to Company success. We will provide training to enhance your professional development (either in-house through the Aztec Academy, or externally through the use of accounting, legal and tax experts). In summary, this represents an exciting opportunity for a strategic marketer with broad experience across all aspects of marketing who welcomes autonomy, creative license and thrives in a fast-paced environment.Key responsibilities: Develop and implement comprehensive marketing strategies to position us as a trusted partner in the alternative assets industry.Create and manage marketing campaigns, content, and initiatives to target private equity, real estate, infrastructure and private credit managers.Collaborate with the sales and business development teams to identify target audiences and develop targeted marketing materials.Conduct market research to stay informed about industry trends, competitor activities, and emerging opportunities.Manage and optimize digital marketing channels, including website, email marketing, and social media.Coordinate the production of marketing collateral, including brochures, presentations, and reports.Plan and execute industry events, webinars, and conferences to showcase our expertise and engage with key stakeholders.Monitor and report on marketing performance metrics to track the effectiveness of campaigns and initiatives.Manage the marketing budget, ensuring efficient allocation of resources to maximize ROI.Stay current on regulatory changes and industry news relevant to fund administration in the alternative assets sector.This role will require occasional travel between our Radnor and New York offices.Skills, knowledge and expertise:3 years relevant Marketing experience required Relevant Marketing or Finance qualifications advantageousDigital Marketing experience Salesforce experience People management experience advantageousCollaborative and team-based approachExcellent organisation and time management skillsConfident and clear communication skillsRelationship and sales experience are beneficialCRM system experience is preferred but not essentialAbility to put together proposal documents to a high standard (excellent IT skills)Ability to work on numerous projects simultaneouslyGood interpersonal skills are required to develop close working relationships with colleagues, clients and third party-suppliersWho are we? Aztec Group has come a long way since first opening its doors in Jersey, UK in 2001. Here are some of the core benefits for all our people:Competitive salaryDiscretionary bonus schemeFlexible, hybrid working (three days in-office, two days remote flexibility)Generous PTO allowance401K match up to 6%Medical, vision and dental insuranceDisability and Life insuranceAbility to work abroad for up to 3 weeks annuallyRegular social eventsHealth and wellbeing programsSignificant investment into your personal and professional developmentWe actively support team members and their pursuits of professional development studies and certifications. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the center of everything we do.Our US office was launched in 2021 and provides immense growth opportunity for the Company, as well as our team.We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. This includes acting as a key point of contact for day-to-day product and commercial marketing requests from the business, liaising with the wider Marketing and Markets team and working alongside external agencies and third parties where appropriate.We pride ourselves on being brave and bold with our marketing and encourage our team to embrace creative thinking and campaigns that embody our “Bright Alternative” brand and position in the market. The primary area of responsibility and focus of this role will be the successful management and delivery of events, sponsorships, and campaigns.You will also support with a broad range of initiatives across both traditional and digital channels as required. Reports to Marketing Manager 2We are looking for an experienced marketing professional to play a central role in the development and execution of our Group marketing plan.
Sales Engineer - SE Desk
Company: Samsara
Location: Philadelphia, PA
Posted Oct 16, 2023
Please note that OTE pay may vary depending on factors including your city of residence, job-related knowledge, skills.$90,674—$128,000 USDAt Samsara, we welcome everyone regardless of their background, race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, etc. Take a look at our Benefits site to learn more.Flexible Working At Samsara, we have adopted a flexible way of working, enabling teams and individuals to do their best work, regardless of where they’re based. Please do not forward resumes to Samsara employees. Please email [email protected] or click here if you require any reasonable accommodations throughout the recruiting process.BenefitsFull time employees receive an above market total compensation package along with employee-led remote and flexible working, health benefits, Samsara for Good charity fund, and much, much more. All offers of employment are contingent upon an individual’s ability to secure and maintain the legal right to work at the company. Please note: Samsara does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. If the role is not required to be in a specific location, Samsara will move forward with the remote location that works best for the business. If a role is required to be in a certain location and candidates do not have work authorization for that location, Samsara will conduct an immigration assessment. Our offices remain open for those who prefer to collaborate or work in-office, but we also encourage fully remote applicants. As most roles are not required to be in the office, we are able to hire remotely where Samsara has an established presence. We help each other out by sharing best practices and focus on winning as a team.Click here to learn about what we value at Samsara. In this role, you will: Partner with sales executives to plan, prepare and execute on transactions in rapid sales cyclesSuccessfully match customer pain/requirements to proposed solutionsWork in multiple levels of the technology stackQualify, install, and configure Samsara hardwareConduct SaaS dashboard setup and demonstrate advanced useDeal heavily with mobile device management strategies and present the Samsara mobile appCreate custom reporting and integrations via our API (Python and Javascript SDKs available)Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new officesMinimum requirements for the role:Preferred 1+ years experience experience working with customers in a pre-sales or support capacityPrevious hands-on experience with customer evaluations and deploymentsProven track record selling complex solutionsWell versed in one of the following: cloud software, networking, automation and control systemsTinkering with hardware gadgets, sensors, or vehicles is a plus Spanish or French fluency is preferredSamsara’s Compensation Philosophy: Samsara’s compensation program is designed to deliver total compensation (based on role, level, and geography) that is above market.
PWM Associate
Company: Morgan Stanley
Location: Philadelphia, PA
Posted Oct 16, 2023
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management Qualifications: EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position requiredFour-year college degree or professional certification preferredActive SIE, Series 7 and 66 (or 63 and 65) licensesAdditional product licenses may be required Knowledge/Skills Enjoys working with people and problem solvingEffective written and verbal communication skillsKnowledge of financial industry and investment products preferredStrong understanding of applicable compliance rules, regulations and firm policiesAble to work independently and effectively on a teamDemonstrates leadership skillsStrong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)Detail-oriented with superior organizational skills and ability to prioritize tasksAbility and interest in working in a fast-paced, evolving environment Reports To: Business Service Manager Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. We want to be the first choice for prospective employees. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
Project Manager- 90366335 - Philadelphia
Company: Amtrak
Location: Philadelphia, PA
Posted Oct 17, 2023
We consider candidates regardless of race/color, religion, sex (including pregnancy, childbirth and related conditions), national origin/ethnicity, age, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law. Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak is an EOE/Affirmative Action Minority/Female employer, and we welcome all to apply. Pay is based on several factors including but not limited to education, work experience, certifications, internal equity, etc. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. §1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses. Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Client Support Specialist
Company: eMoney Advisor
Location: Philadelphia, PA
Posted Oct 09, 2023
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Today, we serve more than 100,000 financial professionals and support over 5 million end clients. eMoney is proud to be an equal opportunity workplace. At eMoney Advisor, our mission is to help people talk about money. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Job Responsibilities Manages a large amount of inbound calls, emails or chats in a timely manner related to at least ten major areas, including expertise in one or more areas of core planning functionalityProvides support to Client Support team members in one or more areas of expertiseIdentify customer needs, clarify information, research every issue and provide solutionsMeet personal and team quantitative and qualitative targetsLog all appropriate details of interactions in a comprehensible wayAttends all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and proceduresAnswers service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources when neededMay review emails and processes administrative requestsCompetently answers questions and resolves customer issuesEscalates complex issues to tier two teams when necessaryStays up to date on system releases, new features, bugsMaintain high levels of call quality and professionalismMeets efficiency standards set forth by the company Requirements 1+ years of experience in a customer service/support role or relevant experienceFamiliar with at least two of the following five topics: investment planning, retirement planning, life insurance planning, education planning, estate planningFamiliar with web applicationsFamiliar with financial concepts and termsBS degree or relevant experienceBilingual in English and Spanish is a plus Skills Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiencesAbility to work independently and as part of a geographically dispersed teamMust be self-motivated and know when to escalate or seek guidanceAbility to manage multiple projects and tasks simultaneouslyDetail-oriented and able to accomplish a wide variety of tasks in a fast-paced environmentWorking knowledge of MS Office suiteStrong interpersonal and verbal/written communication skillsStrong organization skills and time management skillsCustomer focus and adaptability to different personality types The salary range for this position is $44,000 - $59,000; commensurate salary to be determined based on skills, professional background and expertise.
Senior Client Experience Specialist
Company: SMB Team
Location: Philadelphia, PA
Posted Oct 17, 2023
The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws. Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. It's fast-paced. In our first year, we built our coaching business into a multi-seven-figure business. It's challenging. The SMB Team is an Equal Opportunity Employer. Read our Google My Business reviews. Bottom Line: We change lives. Your job description may change.
Program Mgr - 90366775 - Philadelphia
Company: Amtrak
Location: Philadelphia, PA
Posted Oct 17, 2023
We consider candidates regardless of race/color, religion, sex (including pregnancy, childbirth and related conditions), national origin/ethnicity, age, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law. Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak is an EOE/Affirmative Action Minority/Female employer, and we welcome all to apply. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. §1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses. The salary/hourly range is $108, 830 - $141,040 Pay is based on several factors including but not limited to education, work experience, certifications, internal equity, etc. Microsoft Office (Word, Excel, Visio, PowerPoint, MS Project) Bachelor's degree with a minimum of 9 years of relevant experience, or any combination of relevant education and experience Must have work authorization in the United States. Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions.
QA Technical Operations Lead
Company: Spark Therapeutics, Inc.
Location: Philadelphia, PA
Posted Oct 09, 2023
Spark Therapeutics is seeking a Sr. QA Technical Operations Specialist to provide data integrity oversight and regulatory guidance for implementing GMP/GCP/GLP systems. The role involves ensuring compliance with company policies, SOPs, and regulatory requirements, supporting project teams for new computerized system implementation, and performing reviews and approvals of system lifecycle documents, SOPs, deviations, CAPAs, and Change Control. The ideal candidate should have a BS/BA in Biology, Chemistry, Engineering, or related life science, with 5-12+ years of experience in the Pharmaceutical/Biotechnology industry, and advanced knowledge of global regulations and GMP compliance.