Will You Be Our Next Superstar?
It takes great people to grow a great company.
That’s why for more than 25 years we’ve focused on finding people who share our commitment to excellence and our passion to serve. So, if you’re ready to advance your career in a truly supportive, professional environment, JULY just might be a great place for you.
The Advisor Associate is a licensed investment advisory role (IAR). The job is intended to be broad in scope enabling the individual to learn all aspects of the Expand service delivery. This includes sales; proposals, plan design, vendor selection. It additionally includes operations, participant education, issue resolution, performance report creation.
July Business Services (JULY) is seeking an individual as Communications Manager. In this role you will enjoy the unique challenge of putting your communication and branding skills to work alongside a team of other professionals.
General Description As JULY’s Controller, you will enjoy the unique opportunity and challenge of being an integral part of our Accounting Team. This important role will be responsible for the oversight and support of our Accounting Team, while driving performance, engagement, continuous...
Participant Services Associate
July Business Services is a national retirement plan services firm that specializes in helping small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans. We combine innovation and technology with hands-on service and support to make retirement plans easy for our clients.
Regional Sales Director
July Business Services (JULY) is seeking a person to join our sales team as Regional Sales Director. This is an opportunity to join a growing firm with national sales channels, strong core values, and an entrepreneurial spirit. 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.
Client Service Specialist
As a Client Service Specialist at July Business Services (JULY) 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. 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.
Retirement Plan Consultant
July Business Services is a national retirement plan services firm that helps small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans. We combine innovation and technology with hands-on service to make retirement plans easy for our clients.
Director of Actuarial Services
As JULY’s Director of Actuarial Services, you will enjoy the unique opportunity and challenge of managing and helping build our firm’s DB and Cash Balance practice. As you demonstrate excellence as a producing actuary and department manager, you will find opportunity for leadership growth in our organization over the next three to five years.
Client Service Manager
We are now seeking candidates for the position of Client Service Manager to work on a team with other retirement plan professionals to support the service needs of our retirement plan clients and their investment advisors.