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PlanMember Financial Corporation

FBC Progam Manager

General
3 weeks ago

Are you ready to launch a high-impact career at the intersection of finance and relationship management? PlanMember Financial Corporation, a fast-growing industry leader based in beautiful Carpinteria, California, is seeking a motivated and ambitious FBC Program Manager to join our dynamic Sales team. With over thirty years of experience providing premier retirement and investment solutions to educators, nonprofits, and private-sector professionals across the nation, we offer the perfect environment for a driven professional to cultivate their skills, gain hands-on experience, and make a tangible difference in the financial well-being of our clients.

In this role, you will serve as a vital link between our business development initiatives and our national network of clients, working directly under the guidance of our VP of Retail Business Development. This is an incredible opportunity for a career-focused individual to take ownership of key program processes, sharpen their analytical abilities, and help drive the strategic growth of our firm. If you are a proactive problem-solver with a passion for financial services and a desire to grow within a collaborative, mission-driven organization, we want to help you build your future here at PlanMember.

Requirements

  • Excellent communication and interpersonal skills.
  • Strong organizational and time management abilities.
  • Ability to work effectively both independently and in a team.
  • A proactive and positive attitude towards learning.
  • Relevant degree or equivalent professional experience.

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