
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.
🕒 6 days ago
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
Manager of Client Success at Definiti leading and developing a team of Client Success Managers. Ensuring high-quality client service, retention, and operational efficiency for a retirement services company.
🕒 June 16
Defined Contribution Administration Manager leading a team of retirement plan administrators at Definiti, a retirement services company. Responsible for workflow management, compliance, and client communication.
🕒 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.