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Head of ; k Plan Services Equity

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Tom Trese
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
  • Management
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Head of 401(k) Plan Services & Growth (Equity)
A financial services firm in Cleveland is seeking a driven Manager of 401(k) Retirement Plan Services to lead their retirement plan practice. This role involves serving clients while developing new client relationships, guiding on fiduciary oversight, and managing the division's growth. A Bachelor’s degree in Finance or a related field along with strong 401(k) advisory experience is required. The firm offers a competitive salary, incentives, and a supportive culture focused on growth and community involvement.
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