Job Title. Retirement Plan Relationship Manager. Full or Part Time. Full Time. Department. Retirement. FLSA Status. Non. . Exempt. Position Reports To. Vice President, Relationship Manager, Retirement Plan Consulting. Overview. HORAN Wealth seeks a highly motivated and experienced professional to join our on-site team as a Retirement Plan Relationship Manager. This role is crucial in maintaining and nurturing strong relationships with our retirem...
Job Title. Portfolio Manager. Full or Part Time. Full Time. Department. HORAN Wealth. FLSA Status. Exempt. Position Reports To. Principal & Portfolio Manager. Position Summary. The Portfolio Manager position works with individual, family and/or trust account clients and manages investment relationships consistent with the established investment objectives and strategies of HORAN Wealth and/or the client. As a Portfolio Manager, you will advise cl...
Job Title. Director, Investment Operations. Full or Part Time. Full-Time. Department. Wealth Management. FLSA Status. Exempt. Position Reports To. Managing Partner. Position Summary. The Director of Investment Operations will lead a team of Client Service Managers and other Operational staff to ensure they are providing the highest standards of service, quality, and satisfaction to all of the clients within the Individual Wealth and Life Insuranc...
Job Title: Client Services Manager. Department. HORAN Wealth (HSI). Full or Part Time. Full time. Status. Exempt. Position Reports To. Director of Operations. Position Summary. The Client Services Manager role is a key member of the Wealth Management advisory team who is responsible for assisting the Financial Advisor/s of the HORAN Wealth department with day-to-day needs. This role is a liaison between our financial advisory teams, our complianc...
Job Title. Account Specialist. FLSA status. Non-exempt. Department. Small Business. Manager. Director of Operations. Position summary. 1. Responsible for proactively assisting with prospect support, new client onboarding, the renewal process and the implementation process leading to a successful, streamlined experience for the client. 2. Responsible for providing effective customer service for a block of HORAN clients by utilizing excellent, in-d...
