Top 964 Benefit program specialist Jobs in Richmond, Va

Director of Wealth Services
Bill Good Marketing —Richmond, VA
- $80,000 - $98,000 a year
- Full-time
- Office
- Team management
- Financial services
- Paid holidays
- Disability insurance
Quick Apply
ERP Support Analyst
Polk Mechanical Company —Richmond, VA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Recreation Specialist $25/hr
Choice Respect Independence - CRi —Richmond, VA
- $25 an hour
- Weekends as needed
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- 403(b)
Quick Apply
Leasing Specialist
SteelHead Management —Richmond, VA
- $19 - $21 an hour
- Weekends as needed
- Computer literacy
- Writing skills
- Residential
- Health savings account
- Health insurance
Quick Apply
2d
Specialist, Digital Marketing & Brand
Estes Forwarding Worldwide, LLC —Richmond, VA
- $26 - $31 an hour
- Full-time
- Pass drug screening
- Mid-level
- Office
- AD&D insurance
- Paid holidays
9d
Enrollment Specialist I - Remote
Sentara Health Administration, Inc. —Richmond, VA
- Full-time
- Remote
- Customer service
- High school diploma or GED
- 1 year
- 403(b) matching
- Paid parental leave
Quick Apply
1h
Clinical Sales Specialist, Sports Medicine (Richmond VA) - Johnson & Johnson MedTech, Orthopaedics
Johnson & Johnson Services, Inc. —Richmond, VA
- Weekends as needed
- Background check
- Laboratory
- 18 years or older
8d
Grants Management Specialist (BHJOB1435_35575)
Astyra Corporation —Richmond, VA
- $88 - $93 an hour
- Contract
- Hybrid work
- Background check
- 5 years
- Salesforce
- Health insurance
- Dental insurance
Quick Apply
2d
HCV Housing Specialist
Petersburg Redevelopment and Housing Authority —Petersburg, VA
- $23 - $25 an hour
- Full-time
- Computer literacy
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
10d
Patient Care Coordinator
HearingLife —Richmond, VA
- $17 - $21 an hour
- Full-time
- Inventory management
- HIPAA
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
7d
Benefit Programs Specialist II*
City of Richmond, VA —Richmond, VA
- $52,187.20 - $77,376.00 a year
- Full-time
- Bilingual
- Basic math
- Mid-level
- Tuition reimbursement
- Referral program
11d
Customer Service Specialist - Real Estate
City of Richmond, VA —Richmond, VA
- $25.09 - $37.20 an hour
- Full-time
- Basic math
- Research
- Mid-level
- Tuition reimbursement
- Referral program
13d
Human Services Program Coordinator
Virginia Department of Health —Richmond, VA
- $29.71 - $35.07 an hour
- Mid-level
- Office
- Military encouraged
- Paid holidays
Caregiver Support Specialist (Remote)
FreedomCare —Richmond, VA
- $23 - $26 an hour
- Home Health
- 1 year
- Communication skills
- Commuter assistance
- Health insurance
Quick Apply
3d
HSPD-12: Government Badging & Credentialing Specialist (Richmond, VA*)
Citizant Inc —Richmond, VA
- $42,900 - $46,800 a year
- Full-time
- Administrative experience
- High school diploma or GED
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Human Resources Specialist
Federal Reserve Bank of Richmond —Richmond, VA
- $57,200 - $77,000 a year
- Urgently hiring
- Background check
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d
Customer Relations Specialist
Orkin —Richmond, VA
- $20 - $25 an hour
- Full-time
- Background check
- Sales
- Computer literacy
- Employee stock purchase plan
- Paid holidays
8d
Specialist: Seasonal, Part-time
Apple —Richmond, VA
- $22.00 - $28.88 an hour
- Part-time
- Entry level
- Employee stock purchase plan
- Health insurance
(USA) Member Specialist
Sam's Club —Richmond, VA
- $17 - $25 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Public Benefit Specialist
Ensemble RCM LLC —Richmond, VA
- $18.65 - $20.50 an hour
- Full-time
- High school diploma or GED
- Computer skills
- In-person
- Tuition reimbursement
8d

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Director of Wealth Services

Bill Good Marketing
Richmond, VA

Quick Apply

Job Details

Full-time
$80,000 - $98,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Investment firm experience
Financial services

Full Job Description

Overview

You've probably tried the other side of this industry. The prospecting, the cold calls, the pressure to eat what you kill. And somewhere along the way, you realized that what you actually love is the client relationship itself. The meeting. The follow-through. Making someone feel genuinely cared for.

If that sounds like you, keep reading.

A growing independent wealth management firm in Richmond is looking for a Director of Wealth Services to own the client experience for their individual wealth book. This is a service role, not a sales role. You will not be asked to build a book of business or hunt for new clients. What you will be asked to do is run a tight, high-touch client service operation for about 175 households and free up the lead advisor to focus on what he does best.

The firm manages close to a billion dollars across two divisions. You will be focused entirely on the individual wealth side, roughly $300 million, and you will lead a small pod that includes a paraplanner, a client service manager, and a client service specialist. These are tenured people. They know their jobs. They need someone in the middle who can make sure everything gets done and clients feel taken care of.

The Role

Your responsibilities will include:

Leading the weekly planning meeting every Monday, briefing the team on upcoming client cases including agendas, prior meeting recaps, recommended changes, supporting reports, and next steps
Opening and closing client meetings Tuesday through Thursday, handling administrative items like beneficiary updates and scheduling, taking notes, and ensuring clients feel genuinely cared for throughout
Producing executive summaries after each meeting and delegating action items to the appropriate team members
Responding to all client communication within 24 hours and maintaining accurate CRM records
Keeping client tier classifications current and proactively flagging anything that needs attention
Using Fridays for cleanup, prep, and setting the following week up for success
Over time, developing a client appreciation program and adding light referral support to meetings

What Success Looks Like

Success in this role means clients feel like the most important people in the world every time they interact with this firm. It means the lead advisor can walk into a meeting fully prepared without having to worry about the details and walk out knowing everything will be handled. It means the team runs smoothly, action items get done, and nothing falls through the cracks.

The right person will own this role fully. They will come to the lead advisor with options, not problems, and will build the kind of client trust that keeps relationships strong for years.

Requirements

Who You Are

You have worked on the service side of a financial advisory or wealth management firm and you know the rhythms of the work. You understand how to prepare for a client meeting, what happens after one, and how to communicate with clients who expect a high level of professionalism and care.

You will thrive here if you:

Bring solutions, not problems, and make decisions with confidence
Stay calm and organized when the week gets full
Genuinely enjoy the relationship side of this work and make clients feel valued
Run independently without needing to be managed

This is not the right role if you are looking to eventually go independent, build your own book, or use this as a stepping stone to partnership.

Qualifications

Required:

Financial services experience at a financial advisory, RIA or wealth management firm with real working knowledge of wealth management operations
Strong written communication skills; you will produce executive summaries and client correspondence regularly
High emotional intelligence; clients at this level expect to feel like the most important person in the room
Professionalism and warmth in equal measure
Comfortable running independently in a fast-moving environment

Strongly preferred:

eMoney experience
Experience with SmartOffice, Vanilla, Holistiplan, or YCharts
Series 65, Series 7, or other financial services licensing
Comfort with AI tools; the firm actively uses AI for meeting notes and summaries

Benefits

What You Get

Salary: $80K - $98K plus an annual performance bonus (eligible after your first year).
15 days PTO per year to start, with accrual tied to tenure
12 paid holidays
Medical coverage through United Healthcare; dental, vision, and supplemental options also available (employee-paid premiums)
Basic life insurance and short-term disability covered by the firm
401(k) with matching
Full-time, in-office | Richmond, VA | Monday through Thursday 8 AM to 5 PM, Friday 8 AM to 4 PM

To Apply

Please submit your resume along with a brief letter introducing yourself and your interest in the role.

Pay: $80,000.00 - $98,000.00 per year

Quick Apply

Refine Your Search

benefit program specialist jobs in richmond, va

Director of Wealth Services

ERP Support Analyst

Recreation Specialist $25/hr

Leasing Specialist

Specialist, Digital Marketing & Brand

Enrollment Specialist I - Remote

Clinical Sales Specialist, Sports Medicine (Richmond VA) - Johnson & Johnson MedTech, Orthopaedics

Grants Management Specialist (BHJOB1435_35575)

HCV Housing Specialist

Patient Care Coordinator

Benefit Programs Specialist II*

Customer Service Specialist - Real Estate

Human Services Program Coordinator

Caregiver Support Specialist (Remote)

HSPD-12: Government Badging & Credentialing Specialist (Richmond, VA*)

Human Resources Specialist

Customer Relations Specialist

Specialist: Seasonal, Part-time

(USA) Member Specialist

Public Benefit Specialist

I want to receive the latest job alert for benefit program specialist in richmond, va

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