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.
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.
Manager – ERISA Production
Job Description 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...
401(k) Plan Associate – Owner Only Plans
July Business Services is seeking candidates for the position of 401(k) Plan Associate – Owner Only Plans to work on a team with other retirement plan professionals to provide administration and recordkeeping services to Owner Only 401(k) Plans. The person in this role will learn about 401(k) plan servicing providing an opportunity for a career path in the retirement services industry.
Senior Retirement Plan Consultant
We are seeking individuals for a work-from-home position to manage our 3(16) fiduciary services offering. This person will be the lead for managing, monitoring, and improving 3(16) fiduciary services and operations at JULY.
Participant Services Associate
We are now seeking individuals for work-from-home position of Participant Service Associate. The person in this role will be part of a team that takes phone calls and chat requests from 401(k) plan account holders to assist them with questions about their retirement plan.
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.