Retirement Plan Ops & Client Service Lead
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Banking & Finance, Financial Sales, Financial Advisor / Consultant
Plan Member Financial Corporation in Irvington, NY, is seeking a Retirement Plan Operations & Service Specialist to join Scarborough Alliance. The role involves managing retirement plan operations, client servicing, and supporting licensed sales activities on-site in Westchester County.
The ideal candidate will have 7+ years in financial services and FINRA licenses (7, 65, 63 or 66 as applicable), with a preference for a Life Insurance license.
This role is for the Retirement Plan Ops & Client Service Lead role at Plan Member Financial Corporation.
We are looking to fill the Retirement Plan Ops & Client Service Lead position at Plan Member Financial Corporation in Village of Irvington, NY, United States.
The Retirement Plan Ops & Client Service Lead role at Plan Member Financial Corporation is now open for applications in Village of Irvington, NY, United States.
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