Job Summary
A financial investment servies company needs applicants for an opening for a Remote Corporate Transition Services Senior Manager in Boston.
Candidates will be responsible for the following:
- Developing and executing strategical and tactical plans for internal corporate actions
- Recommending solutions on how to drive high quality education, optimizing planning and guidance
- Coordinating with business partners in distribution, marketing, operations, legal, CKSI, WPA and relationship management
Applicants must meet the following qualifications:
- A bachelor’s degree, Series 7, 63 licenses required (within 6 months)
- Knowledge of workplace retirement industry and plan sponsor needs
- Understanding of PI distribution channels and processes desired
- 5+ years work experience in relationship management, marketing and program management
- Project management experience required along with excellent communication skills
- Problem solving skills and confirmed understanding of Microsoft Excel, PowerPoint, Salesforce.com, Plan Sponsor webstation
