
201 - 500 employees
💸 Finance
🤝 B2B
🏢 Enterprise
Finance • B2B • Enterprise
Definiti LLC is a company specialized in providing comprehensive retirement plan solutions and services aimed at employers and financial advisors. They offer a range of services including 401(k) plan management, cash balance plans, actuarial services, and compliant plan recordkeeping solutions. Definiti positions itself as an expert in simplifying the complexities associated with workplace retirement plans, ensuring compliance and delivering customized solutions that fit businesses of varying sizes. The company is keen on providing top-notch pension administration services and building financial security for employees.
🕒 May 22
Client Success Manager overseeing client success activities for retirement plans at Definiti. Managing project timelines, client communications, and ensuring client satisfaction for complex plans.
🕒 May 22
Client Success Manager overseeing client success activities for complex clients at Definiti. Ensuring project deadlines, client satisfaction, and collaborating with internal teams in retirement services.
🕒 May 19
Internal Sales Wholesaler supporting retirement plan sales through financial advisors and other intermediaries. Engaging in outbound campaigns and maintaining strong client relationships remotely.
🕒 May 1
Actuarial Analyst managing Cash Balance/Defined Benefit retirement plans at Definiti, ensuring compliance and delivering high-quality service to clients. Collaborating with enrolled actuaries and clients on complex plan administration.
🕒 April 1
Remote Entry-Level Financial Advisor providing financial guidance at Brand & Associates. Help clients achieve long-term financial goals through personalized financial plans and ongoing support.
🕒 March 31
Regional Sales Director responsible for wholesaling retirement plan services. Developing financial advisor relationships and achieving sales goals in Illinois, Michigan, or Wisconsin.
🕒 February 13
Retirement Plan Consultant specializing in client relationships and managing retirement plans at Definiti. Collaborating with various stakeholders to ensure compliance and tailored solutions for clients.
🕒 January 30
3(16) Consultant ensuring compliance with fiduciary service requirements for retirement plans. Act as primary contact and collaborate with Plan Sponsors and Financial Advisors remotely.