Vice President, Strategic Retirement Solutions
- Leads the Retirement Consulting Services group.
- Drives the department’s strategic initiatives for all facets...
Manager, Strategic Retirement Solutions
- Responsible for strategic initiatives through collaboration with internal departments and third-party service provider...
Senior Retirement Solutions Consultant
- Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
Supervisor, Retirement Consulting Services
- Leads the team of retirement consultants while continuing to support advisors across the spectrum of their retirement...
Retirement Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to IRAs and various types of...
Retirement Solutions Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
Senior Retirement Solutions Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
Retirement Solutions Consultant
- Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
Director, Strategic Retirement Solutions
- Directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service, PlanAssist...
Supervisor, Retirement Investment Solutions
- Manages the due diligence process for Commonwealth’s Retirement Plan Investment Recommended List, which serves as a...
Retirement Marketing Program Manager
- Responsible for advisor-facing 401(k) sales, marketing and prospecting content and communications, retirement plan...
Product Manager
- Oversees the development and ongoing enhancements related to key retirement plan products—including data architecture...
Retirement Solutions Analyst
- Assists the Retirement Consulting Services team in managing its daily activities and contributes to various projects ...
Retirement Solutions Investment Analyst
- Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
Retirement Solutions Investment Analyst
- Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
Senior Retirement Solutions Specialist
- Assists the Retirement Consulting Services team in managing its daily activities
- Serves as a resource for advisors...
Manager, Retirement Plan Marketing
- Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with...
