Senior Director, Retirement & Investment Services
Listed on 2026-11-05
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Finance & Banking
Wealth Management -
Management
Wealth Management
True Plan Benefit and Retirement Advisors (True Plan), a HANYS subsidiary, seeks a Sr. Director to lead investment and retirement services. Design oversight processes, guide investment selection and monitoring, and present results clearly to clients and colleagues.
Reporting to the True Plan President, you may supervise staff, assist sales with proposals, and ensure compliance with the HCSC manual. Travel 10–20% across upstate NY, Metro-NY, Long Island and New England.
Our team is growing, and we are hiring a Senior Director, Retirement & Investment Services in City of Rensselaer, NY, United States.
The position is based in City of Rensselaer, NY, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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