Careers

ERISA Services Manager
July Business Services (JULY) is seeking an individual for ERISA Team Leader. In this role, you will lead all aspects of the JULY ERISA department including: the production of ERISA projects, providing technical support and managing the ERISA team members. You will put your extensive retirement plan knowledge into action to serve as the primary […]
Regional Sales Director
July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in various metropolitan areas. The RSD is the field-facing relationship builder and plan design specialist responsible for generating new retirement plan sales through financial advisors within a defined geographic territory. If you enjoy working with […]
SoloK Associate
July Business Services (JULY) is seeking an individual for SoloK Associate. In this role, you will enjoy the unique challenge of learning about owner only 401(k) plans (SoloK). You will put this retirement plan knowledge and client service skills to work alongside a team of other SoloK plan professionals. As you gain experience and demonstrate […]
Retirement Plan Consultant
July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration […]
Client Service Manager
July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The post Client Service Manager appeared first on JULY Services.