Will You Be Our Next Superstar?

July Business Services (JULY) is seeking an individual for ERISA Team Leader. In this role, you will lead all aspects of the JULY ERISA department including: the production of ERISA projects, providing technical support and managing the ERISA team members. You will put your extensive retirement plan knowledge into action to serve as the primary escalation point for ERISA team members and other JULY employees regarding ERISA technical matters.

July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in various metropolitan areas. The RSD is the field-facing relationship builder and plan design specialist responsible for generating new retirement plan sales through financial advisors within a defined geographic territory. If you enjoy working with investment advisors and small and mid-sized retirement plan clients, have expertise in retirement plan design, and like a competitive environment building out a sales territory, this may be a good fit for you. The person in this role will report to JULY’s Senior Vice President of Sales.

July Business Services (JULY) is seeking an individual for SoloK Associate. In this role, you will enjoy the unique challenge of learning about owner only 401(k) plans (SoloK). You will put this retirement plan knowledge and client service skills to work alongside a team of other SoloK plan professionals. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.

July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, research related to compliance matters, consultations regarding ERISA items and answering questions for team members completing these tasks.