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Investment solutions Remote Jobs

78 fresh jobs found

Lead Financial Analyst - World Financial Group Finance
Work From Home, USA, United States

Broker dealer Annuity Retirement Solutions Investment solutions Annuities Retirement plans Sales Growth Employee Benefits Quantitative analysis +24

Senior Full Time

USD 95K+

Regional Mgr - Branch Supervision
Work From Home, USA, United States

Regulatory examinations Broker dealer Supervisory procedures Investment advisory FINRA Series 6 Retirement Solutions Investment solutions Annuities Retirement plans +24

USD 65K+

Customer Service Quality Specialist
Work From Home, USA, United States

Processing Retirement Solutions Annuities Investment solutions Retirement plans Employee Benefits Discretion Auditing Life Insurance +18

Entry Mid Full Time

USD 42K+

Business Intelligence Developer/Analyst - WFG
Work From Home, USA, United States

PerformancePoint MSBI PowerPivot Data Discovery SSAS SSRS Dimensional Modeling OLAP SSIS +36

Entry Mid Full Time

USD 63K+

Sr. Instructional Designer
Work From Home, USA, United States

Educational Technologies Podcasting Online training Adult learning theories Adobe Creative Cloud Blended Learning ELearning Learning & Development Customer Education +37

Senior Full Time

USD 72K+

Regional Vice President Annuities (Kentucky/S Indiana)
Work From Home, USA, United States

FINRA Series 6 Wholesaling Technology Proficiency Retirement Solutions Annuities Investment solutions Retirement plans Employee Benefits Discretion +13

Exec Mid Full Time

USD 60K+

Manager, Training - Financial Professionals
Work From Home, USA, United States

ROI Analysis Learning & Development Retirement Solutions Investment solutions Annuities Retirement plans Talent Management Webinars Employee Benefits +23

Senior Mid Full Time

USD 91K+

Director, Sales Training Learning & Development
Work From Home, USA, United States

Learning Solutions Metrics Development Virtual Training Learning & Development Retirement Solutions Annuities Investment solutions Retirement plans Employee Benefits +29

Exec Senior Full Time

USD 155K+

Sr. Marketing Specialist, Learning & Development
Work From Home, USA, United States

Digital Platforms Annuity Mutual funds Marketing Cloud Learning & Development Retirement Solutions Annuities Investment solutions Retirement plans +33

Senior Mid Full Time

USD 75K+

Sr Email Marketing Technology Analyst
Work From Home, USA, United States

Marketing Cloud Retirement Solutions Investment solutions Annuities Marketing Technology Retirement plans Google Cloud Platform Employee Benefits Adobe +30

Senior Mid Full Time

USD 80K+

Meeting & Events Planning Manager – Financial Associates and Advisory Groups
Work From Home, USA, United States

Meeting Room Setup Audio-Visual Coordination Food and Beverage Planning Travel Coordination Processing Retirement Solutions Word Processing Investment solutions Annuities +27

USD 100K+

Senior Internal Advisor Consultant - Colorado
Remote, CO, US

New York Life Insurance Co

Business growth strategies SMAs Portfolio solutions Economic trends Internal wholesaling ETFs Financial advising Wholesaling Series 7 +28

Entry Mid Full Time

USD 70K+

Regional Vice President- Employee Benefits
Work From Home, USA, United States

Plan documents Broker management Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Discretion Supervision +12

Exec Senior Full Time

USD 60K+

Portfolio Consultant
Remote - Any, United States

Wealth Enhancement

Investment Proposals Investment strategy Education and Training Wealth Management Investment solutions Investment Management Strategic initiatives Client Engagement Financial Planning +12

USD 97K+

Strategic Business Planning Specialist
Work From Home, USA, United States

Retirement Solutions Investment solutions Annuities Retirement plans Project management tools Employee Benefits Delivery Stakeholder communication Business Planning +19

USD 62K+

Paralegal (Remote)
Work From Home, USA, United States

Annuity products Legal support Paralegal Regulatory filings Annuity Processing Document management Retirement Solutions Investment solutions +22

USD 50K+

Senior Internal Advisor Consultant (Southern CA)
Remote, CA, US

New York Life Insurance Co

Business growth strategies SMAs Portfolio solutions Economic trends Internal wholesaling ETFs Financial advising Wholesaling Series 7 +30

Entry Mid Full Time

USD 70K+

Sr Account Manager-Retirement
Work From Home, USA, United States

Retirement Plan Administration Plan administration Recordkeeping Plan Design Outsourcing Processing Retirement Solutions Investment solutions Annuities +29

Senior Mid Full Time

USD 62K+

Annuity Pricing Actuary
Work From Home, USA, United States

Reinsurance strategies Actuarial techniques Annuity products Pricing models Annuity IFRS Actuarial science Retirement Solutions Investment solutions +32

Senior Full Time

USD 125K+

Int Business Intelligence Dev/Analyst
Work From Home, USA, United States

MSBI PerformancePoint Data Discovery PowerPivot SSAS SSRS Dimensional Modeling OLAP T-SQL +37

Entry Mid Full Time

USD 76K+

Investment Service Analyst
Remote - Any, United States

Wealth Enhancement

Morningstar Investment strategy Portfolio Accounting Systems Alternative investment Orion Portfolio accounting Investment operations Economic analysis Trading +22

Entry Mid Full Time

USD 66K+

Intermediate Claims Examiner (Medicare Supplement)- Work from Home
Work From Home, USA, United States

Fraud monitoring Annuity Claims analysis Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Discretion +16

USD 44K+

Registered Service Representative
Work From Home, USA, United States

Retirement Products IRA Phone Communication FINRA Series 6 Transaction processing Brokerage Processing Retirement Solutions Investment solutions +26

Entry Mid Full Time

USD 55K+

Case Manager- Work From Home
Work From Home, USA, United States

Annuity products Annuity Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Delivery Professionalism +23

USD 42K+

Sr Legal Analyst - Investment Company Act Products
Work From Home, USA, United States

Form N-14 Form N-1A Form ADV Securities and Exchange Commission Investment Company Act Proxy Statements Cross-departmental collaboration Legal support File Management +29

Senior Full Time

USD 90K+

Account Representative - Employee Benefits
Work From Home, USA, United States

Needs-Based Approach Sales Solutions Marketing Support Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Problem Resolution +25

USD 55K+

Retirement Consolidation Specialist - Education Representative
Work From Home, USA, United States

Asset consolidation Digital financial advice platforms Financial advice Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Listening +20

Entry Mid Full Time

USD 41K+

Regional Vice President Annuities (Austin/San Antonio)
Work From Home, USA, United States

Wholesaling FINRA Series 6 Technology Proficiency Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Discretion +13

Exec Mid Full Time

USD 60K+

Account Manager - Retirement (401k)
Work From Home, USA, United States

Retirement Plan Administration Plan administration Recordkeeping Plan Design Outsourcing Processing Retirement Solutions Investment solutions Annuities +25

USD 45K+

Regional Vice President Annuities (E Michigan)
Work From Home, USA, United States

Wholesaling FINRA Series 6 Technology Proficiency Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Discretion +13

Exec Mid Full Time

USD 60K+

Strategic Planning Business Analyst
Work From Home, USA, United States

Retirement Solutions Investment solutions Annuities Retirement plans Project management tools Employee Benefits Delivery Stakeholder communication Business Analysis +17

Entry Mid Full Time

USD 81K+

Senior Internal Advisor Consultant (Florida)
Remote, FL, US

New York Life Insurance Co

Portfolio solutions Economic trends SMAs Internal wholesaling ETFs Financial advising Wholesaling Series 7 Asset allocation +28

Entry Senior Full Time

USD 70K+

Intermediate Client Onboarding Manager - Mid-Market Retirement
Work From Home, USA, United States

Defined contribution plans Plan Design Client onboarding Technical Analysis Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits +25

USD 65K+

Client Onboarding Manager - Mid-Market Retirement
Work From Home, USA, United States

Plan Design Client onboarding Retirement Solutions Investment solutions Annuities Retirement plans Employee Benefits Delivery Oral communication +25

USD 56K+

Portfolio Coordinator
Work From Home, USA, United States

Servicenow PPM Retirement Solutions Investment solutions Annuities Retirement plans MS PowerPoint Project management tools Employee Benefits Delivery +21

USD 66K+

Director of Risk Management (Capital)
Work From Home, USA, United States

Scenario testing Sensitivity testing Risk oversight Capital management Financial Risk Management Retirement Solutions Investment solutions Annuities Retirement plans +28

Exec Senior Full Time

USD 180K+

Sr CIAM (Customer Identity and Access Management) Engineer
Work From Home, USA, United States

CIAM AWS Cloud Application Support Retirement Solutions Investment solutions Annuities Retirement plans Identity Management Employee Benefits +39

Senior Mid Full Time

USD 100K+

Senior State Filing Analyst
Work From Home, USA, United States

Product filing Policy drafting State laws Annuity Document Analysis Retirement Solutions Investment solutions Annuities Retirement plans +23

Senior Full Time

USD 70K+

Intermediate Financial Analyst
Work From Home, USA, United States

Financial transactions Data Extraction Retirement Solutions Reporting tools Investment solutions Annuities Retirement plans Employee Benefits Internal Controls +26

USD 62K+

Intermediate Executive Administrative Assistant
Work From Home, USA, United States

Desktop publishing Travel Arrangements Expense Management Graphics Calendar Management Retirement Solutions Investment solutions Annuities Word Processing +21

USD 57K+

Lead CIAM (Customer Identity and Access Management) Engineer
Work From Home, USA, United States

CIAM AWS Cloud Application Support Retirement Solutions Investment solutions Annuities Retirement plans Identity Management Employee Benefits +42

Senior Full Time

USD 118K+

Customer Care Rep
Work From Home, USA, United States

Financial services knowledge Investment products Annuity Retirement Solutions Call Center Experience Investment solutions Annuities Retirement plans Employee Benefits +15

Entry Mid Full Time

USD 36K+

Senior Product Manager
Work From Home, USA, United States

Annuity products Annuity Strategic decision-making Retirement Solutions Investment solutions Annuities Competitive Intelligence Retirement plans Project Coordination +37

Senior Full Time

USD 85K+

Senior Data Consultant - Client Transition Services
Work From Home, USA, United States

Data Quality Assurance Data Conversion Informatica Retirement Solutions Investment solutions Annuities Data migration Retirement plans Alteryx +27

Senior Full Time

USD 62K+

Senior Defined Benefits Operations Analyst
Work From Home, USA, United States

Benefit Calculations Defined Benefits Actuarial tools System programming ERISA Actuarial science Retirement Solutions Investment solutions Payment Processing +35

Senior Full Time

USD 74K+

Manager, Client Executive / Relationship Manager
Work From Home, USA, United States

Discrimination testing Retirement outsourcing Product enhancements Defined benefit plans Defined contribution plans Tactical Planning Plan Design FINRA Series 6 ERISA +37

Exec Mid Full Time

USD 110K+

Financial Data Engineer Intern (Summer 2025)
Work From Home, USA, United States

Retirement Solutions Investment solutions Business Analytics Annuities Process Automation Retirement plans Employee Benefits Quality Control Modeling +25

Entry Internship Full Time

USD 48K+

Retirement Plan Document Associate
Work From Home, USA, United States

Plan documents 403b Client Consultation Plan Design Retirement Solutions Investment solutions Document management Annuities Retirement plans +19

Entry Mid Full Time

USD 43K+

Sr. Relationship Manager Mid Market-Northern California
CA Remote, United States

Employee education Plan Design ERISA Empower Investment solutions Strategic Relationships Project leadership Client Retention Strategic partnerships +7

Senior Full Time

USD 123K+

Senior Compliance Analyst - Advertising Reviewer (FINRA licenses required)
Work From Home, USA, United States

Advertising laws Policy analysis Retirement Solutions Investment solutions Annuities Retirement plans Guidance Employee Benefits Regulatory standards +25

Senior Full Time

USD 73K+

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