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or services -Cold call and hunt for new potential clients to offer our marketing services in the Mesa, Arizona area. -Prepare and deliver sales presentations to new and existing customers om the Mesa, Arizona area -Conduct research on customers to determine if there is a mutual fit for both parties.

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identifying potential plan redesign opportunities.

This position reports to Senior Managers/Owners. Primary Responsibilities Preparation and review of annual report and use of judgement required on qualified defined contribution and/or defined benefit plans for Senior Manager/Shareholder review including: Review and Interpret the plan document specifications and apply to the employee/participant Prepare optimum contribution allocation; Review reconciled trust accounts to plan accounts; Perform and review non-discrimination testing (combined plan where applicable); Calculate minimum required contribution, maximum deductible and recommended contribution for the DB plan; Calculate maximum

benefits (415(b)) as needed; Prepare/Review IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310; Prepare PBGC Forms; Calculate required minimum distributions; Prepare excel testing and contribution file for comparison to pension software file output; Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met; Review distribution and loan disclosures and paperwork based upon plan provisions Prepare/Review/Sign Plan Termination submission as applicable (i.

e. PBGC, IRS) Prepare/Review amendments and plan documents; Respond/Communicate with governmental agencies as needed;

Prepare illustrations and provide consulting support for potential clients; Communicate with client, accountant, attorney and investment advisor on plan related issues.

Develop relationships with clients to establish long-term working relationships. Track data received and not received and follow up with related parties to receive data and maintain responsibility of client caseload management. Review of participant disclosures and notifications. Identify potential plan redesign opportunities, potential prohibited transactions. Train other staff, as needed. Review and make decisions on client invoicing. Review the work of others, as needed. Attend conferences as directed Other duties as assigned.

Knowledge, Skills and Abilities Knowledge of IRS/ERISA regulations and funding methods; Proficient in using Microsoft Office products and other technology to complete tasks. Enrolled Actuary (" EA" ) designation and other designations as applicable (i. e. ASPPA, NIPA); Demonstrated ability to determine benefits and benefit limitations, determine required funding, prepare actuarial valuations and perform non-discrimination testing (with heavy emphasis on combined plan testing); Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions; Demonstrated technical knowledge and interpersonal communication skills needed to effectively and diplomatically review others' work with a particular focus in the small plan market (less than 100 participants); Demonstrated ability and willingness to take full responsibility for assigned client plans, completing work in a timely manner, communicating with clients, collaborating with colleagues, and proactively resolving issues; Demonstrated ability to analyze situations and attend to detail to ensure quality Education and Experience Requirement Bachelor's degree required; Enrolled Actuary designation required; Minimum 8 years' experience in an actuarial capacity

In this role, you will: Be accountable for delivering category expense savings/avoidances, and drafting customized contract terms to proactively address business requirements and risk concerns Proactively identify and escalate contract risk-related issues, and identify and create alternative contract language to mitigate risks (financial, operational, and reputational) when negotiating Master Agreements, Transaction Documents (e.

g. Statements of Work or Schedules), Amendments and other contractual documents Work with key stakeholders (senior leaders) across the LOB or enterprise to determine the long-term needs and applicable supply/service strategies Work with business partners to identify

and drive Total Cost of Ownership (TCO) process improvements to reduce costs Support initiatives specific to e-business (procure-to-pay), supplier diversity, and sustainability in an effort to continually improve category effectiveness and efficiencies Required Qualifications, US: 4+ years of Sourcing, Procurement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Fundamental understanding of contract law, including a minimum of 3 years' experience drafting, reviewing, and interpreting contracts Comprehensive sourcing and contract negotiation experience in marketing and media.

Sourcing and contract negotiation experience with suppliers in one or more of the following categories: professional services or contingent labor, technology (e.

g. IT consulting and hardware/software/Saa S), facilities and or construction, financial services industry related products and serviceinteractionperience negotiating contracts and sourcing for a large complex organization in highly regulated environment Ability to project manage deals, including legal, financial and stakeholder reviews Strong benchmarking and analysis capabilities Proficiency with leading web-based contract management, strategic sourcing (RFx) and reverse auction tools (ex: Beeline, Emptoris, and Ariba)Experience managing third party relationships and measuring performance results Ability to quickly establish credibility to build and maintain effective working relationships Strong time management skills and ability to meet deadlines Strong analytical skills and high attention to detail Posting End Date: 30 Dec 2023 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-997d910b-d043-4a00-af04-14e717fa791f

their products or services -Cold call and hunt for new potential clients to offer our marketing services in the Peoria, AZ area. -Prepare and deliver sales presentations to new and existing customers om the Peoria, AZ area -Conduct research on customers to determine if there is a mutual fit for both parties.

Please apply directly to this post with your resume. Peoria, AZ