Jobs at Sentinel Group

Process and reconcile contribution and eligibility files for reimbursement plans, initiate ACH funding requests, post participant transactions, generate reports, monitor inbox and CRM requests, and support client inquiries. The role requires strong organization, attention to detail, communication, multitasking, and the ability to learn recordkeeping systems while meeting deadlines in a collaborative financial services environment.

Process and reconcile retirement-plan payroll files, contributions, rollovers, loan payoffs, ACH funding requests, and custodial cash activity. Conduct quality-control reviews, investigate discrepancies, respond to transaction inquiries, maintain accurate records, and meet service deadlines. Collaborate with internal partners, escalate unusual issues, and contribute to process improvements, testing, documentation, and special projects while learning retirement-plan operations and related systems.

Develops new business by wholesaling retirement plan record-keeping and third-party administration services to financial advisors across the Pacific Coast. Builds territories, advisor channels, referral partnerships, and qualified sales pipelines through prospecting and relationship development. Serves as a trusted advisor, qualifies opportunities, presents solutions, and manages long-term client relationships. Requires knowledge of defined contribution and defined benefit plans, ERISA, plan design, CRM tools, and strong communication skills.

Develop new business for Sentinel Group’s retirement plan record-keeping and third-party administration services across the Mountain West. Build advisor and center-of-influence relationships, prospect through multiple channels, qualify opportunities, maintain a balanced pipeline, present solutions, and establish long-term client partnerships. The role requires strong knowledge of defined contribution and defined benefit plans, ERISA regulations, plan design, sales tools, and CRM systems, with required travel for in-person meetings.

Develop new business for Sentinel Group’s retirement plan record-keeping and third-party administration services by prospecting financial advisors, building referral partnerships, qualifying opportunities, managing a balanced pipeline, and developing long-term client relationships. The role requires retirement-plan expertise, strong communication and presentation skills, CRM proficiency, and travel for in-person meetings throughout the Great Lakes region.

The Salesforce Engineer will enhance and support business applications primarily on the Salesforce platform, managing integrations, code reviews, and technical specifications while delivering scalable solutions and collaborating with teams.

Own end-to-end revenue operations projects to streamline lead, opportunity, and forecasting workflows. Maintain CRM data quality, enrich records, build reports and dashboards, support sales onboarding and cadences, and manage lead routing. Analyze sales and marketing data to surface insights, troubleshoot RevOps tools, and drive cross-functional alignment to improve processes and revenue outcomes.