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Job Description & How to Apply Below
Key Responsibilities Provide leadership and support for exception cases, escalations, and regulatory compliance within Consulting Services and Deferred Compensation teams Facilitate technical training and ensure team performance through quality reviews and metrics tracking Identify and implement process improvements to enhance efficiency and quality of work
Required Qualifications Current CPC, QPA, QKC, or QKA ASPPA designation 10+ years of related experience in the retirement industry Strong retirement plan knowledge and client-facing consulting experience Leadership and management capabilities that drive results Project management experience preferred
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