Job Description

Grow your career with a growing organization


Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.


The Project Client Solutions Manager is a client facing role responsible for managing multiple projects related to employer sponsored retirement plans of moderate complexity from initiation through completion. This role coordinates project teams, defines scope and objectives, allocates resources, develops schedules, and maintains documentation that ensures timely delivery while maintaining business value. The position partners closely w...

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