
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.
🕒 Yesterday
Billing Specialist responsible for processing client invoices for a national retirement services company. Collaborating with clients to ensure accurate billing and documentation.
🕒 Yesterday
Manager of 3(16) Fiduciary Services overseeing administration and governance of retirement plans at Definiti LLC. Leading teams and ensuring compliance with ERISA regulations in a remote role.
🕒 4 days ago
Channel Manager responsible for driving new business activity for retirement services at Definiti. Building partnerships and increasing proposal volume in a remote-first environment.
🕒 July 3
Regional Sales Director responsible for wholesaling retirement solutions across the assigned territory for Definiti. Building financial advisor relationships to improve and secure retirement plans.
🕒 June 16
Internal Sales Consultant driving revenue growth through cross-selling 3(16) fiduciary services at Definiti. Collaborating with sales teams to enhance client experiences and achieve quota.
🕒 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.
🕒 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.
🕒 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.