3 sales coordinator jobs found in Des Moines

What You'll Do: As a Business Partner Liaison , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS (Participant Planning and Education Services) team and provide an organized strategic and tactical approach to retaining relationships. Business Processing and Onboarding: Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards. Relationship Management: Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners....

What You'll Do: As a Defined Benefit Transition Manager , you will coordinate the termination process of defined benefit plans and other deconversion services, such as contract terminations, with retirement plan sponsors. Develop strong client relationships through effective communication and delivery of expectations. Ensure that regulatory deadlines are met by client and recognize and research unusual and complex situations on behalf of clients. Assist with contributing to a high-performing team centered around innovation, process improvement, and collaboration.   Utilizing project management methodology, serve as the main point of contact for client interaction through various deconversion processes, including plan terminations and contract terminations. Implement a deconversion project plan and execute it to successful completion. Provide prompt and accurate technical, statutory, and regulatory information to customers to ensure a smooth termination process. Lead...

What You'll Do: We’re looking for an Analyst, Investment Solutions to join our team! In this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients.   Responsibilities Include:   Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication. Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution. Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues. Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final...