722 Pension Management jobs in the United States
Senior Associate, Pension Calculation Administration
60684 Chicago, Illinois
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
0
Senior Associate, Pension Calculation Administration
33603 Tampa, Florida
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
1
Senior Associate, Pension Calculation Administration
30309 Midtown Atlanta, Georgia
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
2
Senior Associate, Pension Calculation Administration
75219 Dallas, Texas
WTW
Posted 6 days ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
3
Senior Associate, Pension Calculation Administration
19133 Philadelphia, Pennsylvania
WTW
Posted 6 days ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
4
Senior Associate, Pension Calculation Administration
22212 Arlington, Virginia
WTW
Posted 6 days ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
5
Senior Associate, Pension Calculation Administration
10176 New York, New York
WTW
Posted 6 days ago
Job Viewed
Job Description
**Description**
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you're looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!
In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
This role can be held remotely from any location in the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Enhance your knowledge of all aspects of retirement plan administration
+ Enjoy a well-defined career path with opportunities for growth and advancement
+ Leverage the most cutting-edge tools and resources and some of the world's experts in retirement plan design, management and pension administration
+ Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
+ Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
+ Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
+ Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
+ Manage a diverse set of pension administration services individually and through team initiatives
+ Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO's)
+ Review pension benefit commencement packages
+ Ensure that work of self and team is delivered in accordance with professional and work excellence standards
+ Deliver formal and informal process training to both team members and client contacts
**Qualifications**
**The Requirements**
+ Bachelor's degree or prior benefits administration experience required.
+ 5 or more years' of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
+ Must have experience collaborating with other colleagues in different countries
+ Excellent written and verbal communication skills
+ Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
+ Experience mentoring and developing junior staff
+ Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
+ Strong interpersonal and team skills
+ Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
+ Proficient in Microsoft Office Excel
+ Ability to work independently and on client teams in a fast-paced environment
+ Sense of accountability; owning one's work and taking pride in it
+ Self-motivated
+ Ability to travel and work extended hours as needed
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $72,000 to $105,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
View Now
Be The First To Know
About the latest Pension management Jobs in United States !
6
Investment Management Specialist
78284 San Antonio, Texas
Bank of America
Posted 15 days ago
Job Viewed
Job Description
Investment Management Specialist
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
7
Investment Management Program Manager
06112 Hartford, Connecticut
MassMutual
Posted today
Job Viewed
Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.
The Impact:
As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:
- Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
View Now
8
Junior Investment Management Analyst
85261 Scottsdale, Arizona
Rise48 Equity
Posted today
Job Viewed
Job Description
Rise48 Equity is a growing multi-family real estate investments firm. We are committed to preserving affordable housing through acquisition of existing apartment communities while in return, providing cash flow and appreciation to its investors.
About the Role
Rise48 Equity is seeking an Entry-Level Investment Analys t to join our investments team. This role is designed for a recent graduate or early-career professional with a strong interest in real estate private equity, financial modeling, and transaction execution.
You will receive hands-on experience in assisting with building financial models from scratch, analyzing large multifamily portfolios, and supporting live transactions. The position is structured as 50% financial analysis and 50% transaction coordination, offering exposure to both the analytical and execution sides of real estate investing in order to facilitate career growth within Rise48.
Please click this link to apply:
Key Responsibilities
Transactions & Due Diligence (65%)
- Support the full lifecycle of acquisitions, refinances, and dispositions from contract to closing.
- Collect and review due diligence items (title, surveys, zoning, insurance, third-party reports).
- Draft and track agreements, loan documents, amendments, and closing statements.
- Liaise with title companies, lenders, attorneys, and internal teams to resolve issues and
Portfolio Performance & Reporting (25%)
- Review property operating statements, budgets, and KPIs to track portfolio performance.
- Conduct market research on rent comps, sales comps, and demographics.
- Assist in preparing reports, forecasts, and presentations for senior leadership and investors.
- Meet deadlines.
Financial Analysis & Ad-Hoc Support (10%)
- Maintain and adjust Excel financial models from the ground up to assist in performing sensitivity and scenario analyses to evaluate risk-adjusted returns.
- Analyze property-level data (NOI, rents, occupancy, expenses, capital projects) to identify trends and performance drivers.
Qualifications
- Bachelor’s degree in Finance, Economics, Real Estate, Accounting, or related field.
- Strong Excel skills and interest in financial modeling and real estate investment.
- 0–2 years of relevant experience (internships welcome).
- Detail-oriented, analytical, and highly organized.
- Strong communication skills and ability to thrive in a fast-paced environment.
- Strong written and verbal communication skills with a high level of attention to detail.
- Self-motivated, proactive, and eager to learn in a collaborative environment.
What We Offer
- Competitive base salary and discretionary performance-based bonus.
- Comprehensive benefits include medical, dental, and vision coverage.
- 401(k) program to help you plan for the future.
- Opportunities for professional growth and development within a rapidly expanding company.
- A collaborative, fast-paced work environment with regular team building and employee appreciation events.
Why Join Us
This role offers a unique opportunity to gain experience across both financial analysis and transaction management, giving you a well-rounded foundation in real estate investment. As part of a rapidly growing firm, you’ll work closely with senior team members, gaining exposure to all aspects of the investment lifecycle, while contributing to meaningful projects and successful acquisitions.
View Now
9