July Business Services Jobs

July Business Services

WACO, TX | 80 followers

July Business Services Overview

WEBSITE julyservices.com
HEADQUARTERS WACO, TX
SIZE 50 - 100
FOUNDED 1994
CEO DAVID JACKSON
REVENUE $10M - $50M
Related Companies
About July Business Services

JULY is a 401(k) services company specializing in hi-touch, tech-enabled retirement plan services. Our employees have served as plan experts to advisory firms, advisors and employers in the small and micro 401(k) plan market for over 25 years. Over the last decade, our in-house software development team has built a host of proprietary technology solutions to streamline, automate and simplify all facets of retirement planning to make processes rewarding and easy for our clients.

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Plan Installation Manager at July Business Services

Waco, TX | Full Time
$74k-98k (estimate)
4 Months Ago
Apply. Job Description. 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 for additional career opportunities at JULY based o...

Regional Sales Director – Mid Atlantic – Washington D.C. at July Business Services

Waco, TX | Full Time
$47k-60k (estimate)
4 Months Ago
Apply. Job Description. 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 (Washington D.C. 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 you enjoy working with investment advisors and ...

Regional Sales Director – Heartland at July Business Services

Waco, TX | Full Time
$94k-123k (estimate)
4 Months Ago
Apply. Job Description. 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 enjoy working with investment advisors and small an...

Regional Sales Director – Mid Atlantic – Philadelphia at July Business Services

Waco, TX | Full Time
$88k-116k (estimate)
4 Months Ago
Apply. Job Description. 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 you enjoy working with investment advisors and sma...

Manager, Internal Channel Sales Desk at July Business Services

Waco, TX | Intern
$105k-140k (estimate)
4 Months Ago
Apply. Job Description. 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 help scale JULY’s a...

Director, Strategic Accounts & Channel Development at July Business Services

Waco, TX | Full Time
$121k-155k (estimate)
4 Months Ago
Apply. Job Description. 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. The Director...

Manager, Internal Channel Sales Desk at July Business Services

Waco, TX | Intern
$105k-140k (estimate)
4 Months Ago
Apply. Job Description. 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 help scale JULY’s a...

Director, Strategic Accounts & Channel Development at July Business Services

Waco, TX | Full Time
$121k-155k (estimate)
4 Months Ago
Apply. Job Description. 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. The Director...
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