Dec 05, 2025
NFP
Who We Are:
Wealthspire, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire, please visit www.wealthspire.com.
Summary: The Project Manager works directly with plan advisors and retirement plan recordkeepers to assist and project manage the successful implementation of retirement plan clients when they implement a new plan or change recordkeepers. This position will be responsible for coordinating, supporting and executing plan transition project management activities...
Professional Diversity Network
Aliso Viejo, CA, USA
Full-Time
