July Business Services
JULY is seeking an ERISA Team Leader to oversee the ERISA department, ensuring the accurate and timely production of retirement plan projects and providing technical support to the team. This role involves managing plan restatements, monitoring regulatory changes, and serving as the primary escalation point for complex ERISA matters. The position requires extensive knowledge of retirement plan documents and regulations to drive operational excellence and client service.
Headquarters
Waco, Texas, United States
JULY is a team of 700+ professionals helping participants, employers, and advisors build their futures with expert retirement plan solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for July Business Services.
July Business Services didn’t post a salary, so this is our estimate from similar listings.
20% above the average for this role