- July Business Services (JULY) is seeking an individual for Client Service Specialist. In this role, you will enjoy the unique challenge of with other retirement plan professionals to support the service needs of our retirement plan clients. This position will be a great starting point to learn the retirement plan industry. The post Client Service […]
- July Business Services (JULY) is seeking an individual for Participant Service Associate. In this role, you will assist retirement plan account holders with questions about their retirement plan via phone call, email, and chat. This position is a great starting point to learn and build a career in financial services with a specialization in the […]
- July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Mid Atlantic territory (Philadelphia Metro Area). 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 […]
- July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Heartland territory (Greater Metro Chicago). 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 […]
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- July Business Services (JULY) is seeking an individual for Installation Manager. In this role, you will enjoy the unique challenge of proactively guiding new clients through the installation process while providing friendly service and setting the stage for a long-term relationship with JULY. As you gain experience and demonstrate excellence, you will have the opportunity […]
- JULY is seeking a dynamic leader to build and lead our new Internal Channel Sales Desk supporting key advisors and institutional partner channels. This “player-coach” role combines hands-on selling and relationship-building with team leadership, process development, and performance reporting. The ideal candidate brings a blend of retirement plan knowledge, sales discipline, and entrepreneurial energy to […]
- JULY is seeking a senior distribution leader to build and expand our institutional and channel partnerships across the retirement plan marketplace. This role owns national relationships with advisor home offices, broker-dealers, custodians, fiduciary platforms, payroll providers, and emerging distribution channels — with a mandate to create scalable, repeatable growth paths for JULY’s Regional Sales Directors. […]
- July Business Services (JULY) is seeking an individual to join our growing actuarial department as an Actuarial Team Associate. In this role, you will partner closely with a team of actuaries and retirement plan professionals focused on Defined Benefit and Cash Balance plans. The post Actuarial Team Associate appeared first on JULY Services.
- 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.
