NewIndustry Advisor Salesforce.comIndustry AdvisorAtlanta, GA$234,990–$314,300 / yearResponsibilitiesClient Engagement & AdvisoryDesign and facilitate structured executive SICs, workshops and strategic advisory sessions for key FINS accounts; bring industry understanding, structured problem solving and actionable pathways forward that deliver clear, actionable and results‑driven roadmaps for our clients and high‑impact growth opportunities (ACV and NNAOV) for Salesforce. Serve as a Financial Services industry subject matter expert on high‑priority accounts; provide thought leadership insights to expand the value of the Salesforce platform, consultatively tailor PoVs to what matters most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
Senior Advisor for Digital Manufacturing FTE Factory AdvisorsSenior Advisor for Digital ManufacturingAtlanta, GAOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
New Home Advisor Weekley Homes L.P.New Home AdvisorAtlanta, GAJob Responsibilities: Generate sales in the greater Atlanta market by answering questions and eliciting as much information as possible to help our Customers determine the David Weekley home and communities that best suit their needs. If you are a high-energy sales professional who wants to be part of an award winning team who possesses exceptional phone skills and strong computer skills, then apply online for our New Home Advisor role!
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIIAtlanta, GAAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Cybersecurity ServiceNow Application Senior Advisor Elevance Health IncCybersecurity ServiceNow Application Senior AdvisorAtlanta, GAMinimum Requirments: Requires BS/BA in information Technology or related field of study and a minimum of 8 years experience in systems administration and security aspects of information systems, access management and network security technologies, network communications, computer networking, telecommunications, systems development and management, hardware, software, data, and people; experience with multiple technical and business disciplines required; requires broad-based experience to plan and design highly complex systems; or any combination of education and experience, which would provide an equivalent background. Leads system and network architecture support for information and network security technologies; leads development and execution of risk assessment methodologies to fit business, regulatory, and technical environment considerations; leads the development of requirements, system architecture, and software design of security products and services; leads the development of strategies for discovery, evaluation and response to new networking attacks; develops security incident response plans and strategies.
NewSenior Compensation Advisor Advisor GroupSenior Compensation AdvisorAtlanta, GeorgiaThis role supports core commission processing functions, payroll support activities, and collaborates cross-functionally with internal partners to ensure data accuracy and resolution of discrepancies. The ideal candidate will have a strong attention to detail, the ability to manage multiple priorities, and experience navigating systems and processes within a financial services or broker-dealer environment.
VP, Advisor Engagement Advisor GroupVP, Advisor EngagementAtlanta, GeorgiaThis role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field. Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
NewMS Operations - Safety Advisor Authority Brands, LLCMS Operations - Safety AdvisorAtlanta, GAThe Safety Advisor works closely with management, employees, and external agencies to minimize risks, prevent accidents, and foster a culture of safety. Ability to climb, talk, crouch, stand, balance, reach, grasp, pull, lift, see, hear, and operate tools and vehicles.
NewAdmission Advisor The School of Nursing Office of Admissions Emory UniversityAdmission Advisor The School of Nursing Office of AdmissionsAtlanta, GAResponsibilities include recruiting at high schools and college fairs, evaluating applications, conducting information sessions and campus visits, maintaining ongoing communication with applicants, and supporting enrollment-related initiatives. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD).
Product Support Advisor SyscoProduct Support AdvisorCollege Park, GAResponsible for managing and supporting the implementation of corporate category strategies and initiatives within operation company (OpCo) Supports operation company (OpCo) sales staff with product assortment updates, informational inquiries and delivery of product cutting and training sessions Drive operation company (OpCo) required category initiatives and assortment in harmony with corporate requirements Executes recommended assortment changes and support positive local supplier relationships. JOB SUMMARY : Support department to achieve company goals and company goals which includes but is not limited to: a high-end customer order fulfillment, managing inventory to the lowest possible DSO.
NewAdmission Advisor - The School of Nursing - Office of Admissions Emory UniversityAdmission Advisor - The School of Nursing - Office of AdmissionsAtlanta, GeorgiaFull timeResponsibilities include recruiting at high schools and college fairs, evaluating applications, conducting information sessions and campus visits, maintaining ongoing communication with applicants, and supporting enrollment-related initiatives. Discover Your Career at Emory University: Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future.
Trust Administration Advisor - Flexible Locations (Truist Geography) Truist Financial CorporationTrust Administration Advisor - Flexible Locations (Truist Geography)Atlanta, GAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
Safety Advisor Mister Sparky ElectricSafety AdvisorAtlanta, GAA Safety Advisor is responsible for promoting and maintaining a safe working environment within Mister Sparky Electric, an affiliate of Authority Brands Inc. The Safety Advisor works closely with management, employees, and external agencies to minimize risks, prevent accidents, and foster a culture of safety.
Wealth Advisor Waverly AdvisorsWealth AdvisorAtlanta, GeorgiaCommunicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
Senior Portfolio Advisor II Northern Trust CorpSenior Portfolio Advisor IIAtlanta, GAManage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. Contribute to the growth of the market by generating new business in conjunction with the sales and relationship management team and individually cultivating relationships with referral sources, centers of influence, and internal partners, as well as actively generating introductions from existing clients.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorAtlanta, GAManage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Spotify Online Support Advisor with Spanish and English Concentrix CorpSpotify Online Support Advisor with Spanish and EnglishGACompetitive salary • Permanent Work at Home • Fully paid training • Medical insurance • Life insurance • Performance bonus • Internet allowance • Meal vouchers • Various career development opportunities • Holiday pay • Team and Concentrix events • Getting a free premium account after the 3rd month. We show our colleagues how important they are by showering them with perks, like a culture of belonging; clear paths for career development; professional support, coaching and mentorship programs; performance-based pay; a global network of lifelong friends and peers; and more!
Academic Advisor II - ChBE Undergraduate Office Georgia Institute of TechnologyAcademic Advisor II - ChBE Undergraduate OfficeAtlanta, GA$47,881.60–$58,000 / yearOver the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact. The School of Chemical and Biomolecular Engineering offers excellent undergraduate and graduate programs in the nations largest college of engineering, we provide our students with incomparable opportunities, countless options for collaboration with experts in other fields across campus, and access to some of the best research and academic facilities available in higher education.
Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr Manager, Wealth Advisor Schwab Wealth AdvisoryAtlanta, GATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Spotify Online Support Advisor with Italian and English Concentrix CorpSpotify Online Support Advisor with Italian and EnglishGACompetitive salary • Permanent Work at Home • Fully paid training • Medical insurance • Life insurance • Performance bonus • Internet allowance • Meal vouchers • Various career development opportunities • Holiday pay • Team and Concentrix events • Getting a free premium account after the 3rd month. We show our colleagues how important they are by showering them with perks, like a culture of belonging; clear paths for career development; professional support, coaching and mentorship programs; performance-based pay; a global network of lifelong friends and peers; and more!
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorAtlanta, GARemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryAtlanta, GAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sales Associate Home Comfort Advisor VAMGUARD CORPORATIONSales Associate Home Comfort AdvisorAtlanta, GA$60,000–$120,000 / yearFull timeYou will also be responsible for building relationships with office buildings, commercial buildings and multi-family complexes for annual maintenance, service and replacement of equipment. As Professional Sales Associate (Home Comfort Advisor), you are a key member of our team who proactively generates residential and commercial sales and nurtures client relationships.
Safety Advisor Mister Sparky Corporate StoreSafety AdvisorAtlanta, GAFull timeA Safety Advisor is responsible for promoting and maintaining a safe working environment within Mister Sparky Electric, an affiliate of Authority Brands Inc. The Safety Advisor works closely with management, employees, and external agencies to minimize risks, prevent accidents, and foster a culture of safety.
Spotify Online Support Advisor with Turkish and English Concentrix CorpSpotify Online Support Advisor with Turkish and EnglishGAWhat You Get from Us: • Competitive salary • Permanent Work at Home • Fully paid training • Medical insurance • Life insurance • Performance bonus • Internet allowance • Meal vouchers • Various career development opportunities • Holiday pay • Team and Concentrix events • Getting a free premium account after the 3rd month. We show our colleagues how important they are by showering them with perks, like a culture of belonging; clear paths for career development; professional support, coaching and mentorship programs; performance-based pay; a global network of lifelong friends and peers; and more!
Style Advisor - Perimeter Mall Aritzia IncStyle Advisor - Perimeter MallAtlanta, GAAs the Style Advisor, you will: • Sell clothes and earn client confidence through unparalleled styling expertise • Deliver world-class experiences by creating meaningful, memorable moments • Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia. The mission of the Sales Department is to sell clothes, deliver world-class client experiences, and build loyal client relationships.
NewAcademic Advisor II Georgia Institute of TechnologyAcademic Advisor IIAtlanta, GA$49,308–$67,059 / yearOver the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact. With over 16-degree programs, including its world-renowned online MS in CS, we believe the College to be the largest Computing unit in the United States and, as such, one of the largest producers of computationalist at all levels and of all demographic backgrounds.
NewPrivate Wealth Advisor for UHNW Clients, Holistic Strategy The Goldman Sachs GroupPrivate Wealth Advisor for UHNW Clients, Holistic StrategyAtlanta, GAThis role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals. Candidates should have a minimum of 4 years of experience in wealth management or financial services, with strong analytical and interpersonal skills.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIAtlanta, GeorgiaThe Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
NewSr Regional Wealth Advisor South StateSr Regional Wealth AdvisorAtlanta, GAThis role demands that the incumbent demonstrate leadership skills and be viewed by peers within the private wealth group as a leader, including training and mentoring less experienced staff, serving as an internal resource regarding wealth management issues, and being a role model for others. Performs administrative functions in coordination with the Wealth Associate that include: account openings, account additions, financial transactions, questions and complaints, asset/cash monitoring, account closing, fee processing, compliance oversight of account, regulatory reporting.
Legal Recruiting Advisor Clyde & Co LLPLegal Recruiting AdvisorAtlanta, GAPartner with HR Business Partners and Hiring Managers to recruit lateral attorneys and paralegals across North America, liaising with the Recruitment Manager on recruitment strategies and ensuring all hiring practices align with fair and accessible hiring policies. Team members are based across North America and work collaboratively as one HR team to deliver comprehensive support to both our fee-earner and business services groups, with a particular focus on team members in our Kansas City office.
Wealth Management Advisor - Atlanta, GA U.S. BancorpWealth Management Advisor - Atlanta, GAAtlanta, GA$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateAtlanta, GAPrepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
NewManager, Advisor Support OsaicManager, Advisor SupportAtlanta, GA$70,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The primary objective of the Advisor Support team is to deliver a high degree of personalized service through comprehensive home office support and product education, acting as the primary point of contact between financial professionals and home office functions.
Transition Assistance Advisor I-Rctaa (51498) GAP Solutions, IncTransition Assistance Advisor I-Rctaa (51498)Atlanta, GAPosition Objective: The Chief of the National Guard Bureau, IAW Public Law 112.239, Sec 513, established a program to provide professionals (to be known as Transition Assistance Advisors (TAAs) in each State, the District of Columbia, and any territory of the United States to serve as points of contact to assist eligible members of the Reserve Components, their families and Veterans in accessing benefits and healthcare furnished under the laws administered by the Secretary of Defense and benefits and health care furnished under the laws administered by the Secretary of Veterans Affairs. Reserve Component members who have served on active duty in the Armed Forces for a period of more than 180 consecutive days, include all Army Guard and Reserve, Navy Reserve, Marine Corps Reserve, Air Force Guard and Reserve, and Coast Guard Reserve.
Sales Advisor - Nalley Infiniti Atlanta Asbury Automotive Group IncSales Advisor - Nalley Infiniti AtlantaAtlanta, GAThe Sales Consultants primary role in the dealership is to respond to customers that inquire about a vehicle advertised on-line utilizing phone and email methods. At Asbury, we work together to provide exceptional experiences for our guests while promoting a fun, supportive and inclusive environment where team members can thrive both personally and professionally.
Sales Advisor - Nalley Honda Asbury Automotive Group IncSales Advisor - Nalley HondaUnion City, GAThe Sales Consultants primary role in the dealership is to respond to customers that inquire about a vehicle advertised on-line utilizing phone and email methods. At Asbury, we work together to provide exceptional experiences for our guests while promoting a fun, supportive and inclusive environment where team members can thrive both personally and professionally.
Systems Analyst Advisor Elevance Health IncSystems Analyst AdvisorAtlanta, GA$101,120–$151,680 / yearMinimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 6 years' experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions.
Information Security Senior Advisor Elevance Health IncInformation Security Senior AdvisorAtlanta, GAa minimum of 8 years' experience in business continuity management, TPRM, systems administration and security aspects of information systems, access management and network security technologies, network communications, computer networking, telecommunications, systems development and management, hardware, software, data, and people; experience with multiple technical and business disciplines required; or any combination of education and experience, which would provide an equivalent background. How you will make an impact: Leads development and execution of risk assessment methodologies to fit business, TPRM, regulatory, and technical environment considerations; Leads the development of requirements, system architecture, and software design of security and risk management products and services; leads the development of strategies for discovery, evaluation and response to new networking attacks; develops security, crisis response, and TPRM incident response plans and strategies.
14225 - Onsite Talent Advisor - Swing Shift (In-House Temp, Fairburn, GA) Kelly Services Inc14225 - Onsite Talent Advisor - Swing Shift (In-House Temp, Fairburn, GA)Fairburn, GA$20–$23 / hourEssential Skills, Knowledge & Experiences: Proficient understanding of HR/staffing practices such as on-boarding, off-boarding, talent management, employment law, and contract language. Kelly is a team of experts driven by our belief that the impact of the right person in the right job is limitless.
Remote Travel Advisor Blyss JourneysRemote Travel AdvisorAtlanta, GARemoteIn this role, you'll guide clients through the process of designing personalized trips, from relaxing cruises and all-inclusive resorts to international adventures and luxury escapes tailored to their preferences. Your day-to-day will involve researching destinations, evaluating travel options, and crafting detailed itineraries that align with each client's vision.
NewBeauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimeAtlanta, GA$18–$20.50 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Travel Advisor Blyss JourneysTravel AdvisorAtlanta, GeorgiaIn this role, you'll guide clients through the process of designing personalized trips, from relaxing cruises and all-inclusive resorts to international adventures and luxury escapes tailored to their preferences. Your day-to-day will involve researching destinations, evaluating travel options, and crafting detailed itineraries that align with each client's vision.
HVAC Comfort Advisor Trinity AirHVAC Comfort AdvisorPeachtree City, GeorgiaFull timeThis role is critical in driving sales for profitable installation jobs, ensuring customer satisfaction, and overseeing projects from start to finish. Receive the necessary tools, including a company vehicle, fuel card, mobile device, and uniform, to perform your job safely and effectively.
Customer Technology Advisor Kyndryl Holding Inc.Customer Technology AdvisorAtlanta, GA$129,240–$232,560 / yearSupport the team: You'll support Consulting, Advisory, and Architecture activities across Sales, and Pre-Sales, collaborating closely with Customer Partners and Kyndryl Consult Partners. Working hand in hand with our Kyndryl Consult Partners and Customer Partners, you will leverage your technical, solution and enterprise software expertise to drive targeted opportunities and exceed customer expectations.
Part-Time Beauty Advisor - Sephora Kohl's Corp.Part-Time Beauty Advisor - SephoraNewnan, GAAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsGADeliver Advanced Personalized Planning: Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of, or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.
MCQUEEN Client Advisor, Atlanta Kering SAMCQUEEN Client Advisor, AtlantaAtlanta, GAAt Alexander McQueen, we live and breathe a culture defined by our key Behaviours: Empowerment - We empower our team and peers, providing unwavering support to ensure everyone can thrive; this means giving support to your team and those you are working with to succeed. Act in compliance to Company procedures and guidelines on visual merchandising, operational guidelines and stock procedures, as well as cash activity, inventory, logistics and all main reporting activities requested by head office, ensuring that Company policies and procedures are proactively executed.
Customer Advisor Gainsight, Inc.Customer AdvisorGA$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Senior Retirement Plan Advisor NFP CorpSenior Retirement Plan AdvisorAtlanta, GA$75,000–$132,000 / yearRequired Experience/Characteristics:• Minimum of 5 years' experience in the retirement plan industry (10+ years preferred)• Proficient knowledge of retirement plan design and compliance requirements• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market• Exceptional presentation and communication skills• Strong commitment to client service, responsiveness, and team collaboration• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom. Key Responsibilities:• Ongoing relationship management with assigned clients• Leading quarterly investment reviews with plan sponsor clients• Addressing client inquiries related to compliance and plan design while delivering proactive support• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors• Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 30-50 client relationships.