Senior Retirement Planning Specialist

7 days ago


Jamnagar, Gujarat, India beBeeRetirement Full time ₹ 1,00,00,000 - ₹ 1,30,00,000

Job Title: Senior Retirement Planning Specialist

We are seeking an experienced professional to join our team as a Senior Retirement Planning Specialist. This role is responsible for managing complex 401K transactions, conducting audits, and providing exceptional client service.

To succeed in this position, you will need:

  • A degree in finance, accounting, or a related field;
  • At least 8 years of experience in retirement planning, with a focus on 401K transactions;
  • Proven expertise in correction (adjustment) processing;
  • Strong leadership skills, including team management, training, and compliance.

In return, we offer:

  • A competitive salary range of ₹10-13 LPA;
  • An opportunity to work in a dynamic and growing industry;
  • Ongoing training and development opportunities to enhance your skills and knowledge.

This is a night shift role, working from home (WFO), and requires immediate joining. If you are a motivated and experienced professional looking for a new challenge, please apply today

Keywords: Retirement Planning, 401K Transactions, Leadership Roles



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