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Remote Retirement Plans Transition Lead

Remote / Online - Candidates ideally in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Ameritas
Remote/Work from Home position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking a Lead Transition Consultant for Retirement Plans to facilitate the installation and conversion of retirement plans. This remote role requires building relationships with clients and financial professionals, with responsibilities including coordinating asset transfers and managing client concerns. The successful candidate will have 3-5 years of relevant experience, emphasizing regulatory knowledge in a fast-paced environment.

Benefits include flexible work arrangements, health coverage, and generous leave policies.
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