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Develops and manages strategic partnerships with RIA, broker-dealer, recordkeeper, and asset management firms. Drives retirement-plan solution sales, distribution growth, platform inclusion, product integration, co-marketing, and revenue expansion. Responsibilities include strategic account planning, executive relationship management, industry and regulatory analysis, cross-functional initiatives, product training, thought leadership presentations, sales forecasting, and CRM pipeline management.

Provides administrative and operational support to Retirement Plan Consultants by coordinating client communications, collecting and organizing plan data, tracking deadlines, maintaining records, and assisting with Form 5500 filings, distributions, loans, corrections, reporting, and special projects. The role requires accuracy, organization, communication skills, Excel proficiency, confidentiality, and the ability to manage high-volume tasks independently after training.

Lead and grow a defined contribution retirement plan practice by overseeing plan administration, compliance, partner support, onboarding/book conversions, client and advisor relationships, team development, and P&L management. Act as technical escalation, support M&A integrations, implement scalable processes, and drive operational excellence and profitability.

Serve as primary contact for a portfolio of 75-100 retirement plans providing 3(16) fiduciary services. Manage delegated fiduciary tasks, ensure ERISA compliance, coordinate with internal teams and recordkeepers, support audits and plan transitions, and deliver timely client communication and governance meetings.

Lead and manage data transformation and migration projects, design and build automated data quality monitoring tools, analyze/clean/transform data using SQL/Python/JavaScript, collaborate with cross-functional teams, document mappings and processes, troubleshoot conversion issues, and apply AI and automation to improve data integrity and efficiency.

The Enrolled Actuary will provide actuarial and consulting services for Defined Benefit and Defined Contribution plans, ensuring compliance and optimizing plan design while collaborating with clients and internal teams.

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.

Manage a portfolio of 401(k) plans, perform compliance testing and deliver recommendations on plan design while ensuring operational compliance with ERISA regulations.