Raleigh, NC 27609

Posted: 07/25/2018 Industry: Employee Benefits & Retirement Services Job Number: 7.25.2 KEF Pay Rate: $90,000 - $120,000


  • Work closely with senior leadership teams across the organization and with key stakeholders from acquisitions.
  • Lead cross-functional initiatives both before and after acquisitions.
  • Participate in acquisition due diligence to identify integration needs and create integration plans.
  • Communicate and set priorities for related teams.
  • Prepare appropriate documentation to close out integration projects
  • Travel often to acquisition sites (national travel up to 60%).

Wealth Mangement



  • 5+ years of financial service experience with knowledge of both investments and operations.
  • Ideal candidate will have FINRA licensing (or ability to obtain within 90 days of hire).
  • Highly organized and detail oriented!
  • Previous trading and/or compliance experience ideal.
  • Outgoing personality with strong level of diplomacy. Patient and adaptable.
  • Strong cross-functional leadership and project management skills.
  • Collaborative communication and writing skills.
  • Highly organized with exceptional attention to detail.
  • Ability to travel nationally (up to 60%), occasionally with little advanced notice.



Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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