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Vice President, Strategic Retirement Solutions
- Leads the Retirement Consulting Services group.
- Drives the department’s strategic initiatives for all facets...
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Manager, Strategic Retirement Solutions
- Responsible for strategic initiatives through collaboration with internal departments and third-party service provider...
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Senior Retirement Solutions Consultant
- Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
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Supervisor, Retirement Consulting Services
- Leads the team of retirement consultants while continuing to support advisors across the spectrum of their retirement...
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Retirement Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to IRAs and various types of...
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Retirement Solutions Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
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Senior Retirement Solutions Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
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Retirement Solutions Consultant
- Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
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Director, Strategic Retirement Solutions
- Directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service, PlanAssist...
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Supervisor, Retirement Investment Solutions
- Manages the due diligence process for Commonwealth’s Retirement Plan Investment Recommended List, which serves as a...
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Retirement Marketing Program Manager
- Responsible for advisor-facing 401(k) sales, marketing and prospecting content and communications, retirement plan...
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Product Manager
- Oversees the development and ongoing enhancements related to key retirement plan products—including data architecture...
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Retirement Solutions Analyst
- Assists the Retirement Consulting Services team in managing its daily activities and contributes to various projects ...
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Retirement Solutions Investment Analyst
- Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
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Retirement Solutions Investment Analyst
- Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
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Senior Retirement Solutions Specialist
- Assists the Retirement Consulting Services team in managing its daily activities
- Serves as a resource for advisors...
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Manager, Retirement Plan Marketing
- Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with...