Will You Be Our Next Superstar?

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.

We are seeking a Payroll Client Success Specialist to serve as the primary point of contact for JULY’s payroll services clients once live, while also coordinating new client implementations — gathering forms/documentation on the front end and leading client training from the first live payroll on the back end. This role is being built ahead of current need, anticipating growth and business continuity: it adds redundancy in client servicing today, and lays the groundwork for a client base that increasingly self-serves in the system rather than relying on JULY for clerical, on-behalf-of work.

JULY offers a unique opportunity to own payroll, human resources (HR), and HR information systems (HRIS) operations for a U.S.-based company of 240+ employees (EEs) and growing. Working closely with HR leadership, you will become JULY’s internal HRIS subject matter expert — owning system data management, user access, organizational hierarchy, reporting, auditing, and compliance — while generating the reporting and analysis that drives data-driven decision making.

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 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 for Installation Manager. In this role, you will enjoy the unique challenge of proactively guiding new clients through the installation process while providing friendly service and setting the stage for a long-term relationship with JULY. As you gain experience and demonstrate excellence, you will have the opportunity to advance at JULY based on your personal strengths and interests.

July Business Services (JULY) is seeking an individual for Participant Services Manager. 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 associates who are learning and building their career in financial services with a specialization in the 401(k) and retirement plan industry. 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.